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Meghan A

Series 66

St Peter, MN

Edward Jones

Meghan Anderson is a financial advisor with Edward Jones in St. Peter, MN. She holds a Series 66 designation and has nine years of industry experience, including 11 years in a prior role at Best Buy before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian J

CFP®, Series 66

Saint Peter, MN

Thrivent Investment Management

Brian Jones is a CFP® professional with 25 years of experience, currently serving at Thrivent Investment Management in Saint Peter, MN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in managing several real estate entities and assists clients with individual health insurance products, including Medicare plans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses across a broad range of financial topics. The firm offers planning engagements separately from managed-account services and conducts periodic reviews of recommendations without accepting discretionary trading authority.

Business ownership considerations
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Paul T

Series 63

Le Sueur, MN

Edward Jones

Paul Traxler is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of First Farmers & Merchants Bank in Le Sueur and is involved in a family-owned hunting ranch through Ten Point Ranch LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jared H

Series 66

Mankato, MN

Ameriprise

Jared Hoscheit is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Cambria. He serves as board treasurer for NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness, where he oversees budgeting and financial reporting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm integrates investment research and third-party data in its approach, with enrollment criteria that require minimum investable assets and incorporate assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Matthew B

Series 63, Series 65

Mankato, MN

LPL Enterprise

Matthew Barnes is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He also acts in a fiduciary capacity for personal trusts. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, employing model-driven investment strategies and offering access to third-party asset managers, financial planning, and insurance products through a broad network of investment adviser representatives.

Tax-loss harvesting
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Deena L

Series 63, Series 65

Saint Peter, MN

Primerica Advisors

Deena Lindstrom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Primerica since 2001 and is also involved with local educational and church organizations in Saint Peter, Minnesota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Melvin S

Series 66

Mankato, MN

Ameriprise

Melvin Soderlund is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Minnesota Unemployment, Lindsay Windows Inc, and Minnesota State University, Mankato. He is also engaged in outside employment as an associate financial advisor with DTK Enterprises, assisting with advisor/client meetings and discretionary trades. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sandra G

Series 66

Mankato, MN

Ameriprise

Sandra Gieseke is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 66 designation and has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she is involved with DTK Enterprises LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Benjamin S

Series 66

Mankato, MN

LPL Financial

Benjamin Salaba is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years and OSAIC Institutions, Inc. for one year. Salaba serves as chair of the Janesville Community Center Initiative in Janesville, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Erick R

Series 66

St Peter, MN

Edward Jones

Erick Rykhus is a financial advisor at Edward Jones in St. Peter, MN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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