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50 advisors near
56011
within the area shown on the map
Out of 400,000+ nationwide
Stephen R
Series 63
New Prague, MN
Cetera
Stephen Roesner is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked with Cetera and affiliated firms since 2011. Outside of his advisory role, he serves as a trustee for trusts assigned to Profinium, where he manages administrative responsibilities without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.
Erik E
Series 66
Carver, MN
Wells Fargo Advisors
Erik Eide is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a business unrelated to investment activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs analysis.
Samuel G
CFP®, Series 66
Belle Plaine, MN
Edward Jones
Samuel Gore is a financial advisor at Edward Jones in Belle Plaine, MN, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ziegler Cat for five years. Outside of his advisory role, he serves as a captain for the Cleveland Volunteer Fire Department and is a board member of the Greater German Jefferson Lake Association, a nonprofit focused on water quality improvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Brock D
Series 66
N Y A, MN
Edward Jones
Brock Deering is a financial advisor at Edward Jones with one year of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked in various roles at companies including Rise Baking Company, CHS, Inc., General Mills, and Ecolab. Outside of his advisory role, he is a part owner of rental properties in Richville, MN, and Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
David M
Series 66
Shakopee, MN
OSAIC
David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.
James C
CFP®, ChFC®, Series 63, Series 65
Jordan, MN
Cetera
James Casey is a CFP® and ChFC® with 34 years of industry experience. He is currently with Cetera and has previously worked at North American Wealth Advisors and VOYA Financial Advisors. Casey also operates as an independent insurance agent offering fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, providing various portfolio management and financial planning services through a nationwide network of independent advisors.
Edward W
Series 63, Series 65
Shakopee, MN
Cetera
Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.
Shannon B
Series 63, Series 65
New Prague, MN
OSAIC
Shannon Brusseau is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities America Advisors and Fintegra, LLC. Outside of his advisory role, Brusseau is involved in community service as a member of the New Prague Rotary Club and participates in fundraising for the New Prague Arts Council's Outdoor Performance Facility project. He also owns a small farm where he produces hay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using multiple investment products and third-party platforms.
Julie M
Series 66
New Prague, MN
Ameriprise
Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
David N
Series 66
Montgomery, MN
LPL Financial
David Nielsen is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and ClearStar, Inc., and has been affiliated with LPL Financial since 2020. Nielsen also owned Great West Properties, LLC for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and portfolio management services, supported by technology and a broad network of over 22,800 advisors.
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Finding advisors...
50 advisors near
56011
within the area shown on the map
Out of 400,000+ nationwide