Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

67 advisors near
56288

Out of 400,000+ nationwide

user avatar
firm logo

Marta V

Series 66

Willmar, MN

Wells Fargo Advisors

Marta Vant is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously held roles at LPL Financial, Investment Centers of America, Inc., and FRANDSEN BANK & Trust. Outside of her advisory work, she has served as a notary public in Wisconsin. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discrete planning engagements tailored to client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Ashley B

Series 66

Willmar, MN

Ameriprise

Ashley Buer is a Series 66-licensed financial advisor with Ameriprise who has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is employed as a paraplanner at Chris Madden Inc., where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm provides written recommendation reports using research-driven, tax-efficient strategies and combines automated and personalized advice to support retirement planning.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Brian H

CFP®, Series 66

Willmar, MN

LPL Financial

Brian Hooper is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones and Waddell & Reed. He is also associated with Conway, Dueth & Schmiesing, PLLP, and provides insurance solutions as an agent in a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

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

Caitriona B

Series 66

Willmar, MN

Wells Fargo Advisors

Caitriona Bennett is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Southwest Minnesota State University and the University of Northwestern Ohio. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing extensive research and planning tools to provide tailored recommendations across a broad range of financial needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Angela T

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Angela Tobeck is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked within the Wells Fargo organization since 2010 in various capacities. Outside of her advisory role, she serves on the advisory board of St. Joseph’s Catholic Church Endowment Fund, is treasurer of the Reif Arts Center, and supports youth sports as treasurer of the Lightning Booster Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a network of advisors.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Kelly C

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Kelly Cutsforth is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He has held positions within various Wells Fargo entities since 2011. Outside of his advisory role, he owns and manages Boderlin Holdings LLC, an investment-related business based in Rochester, MN. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial product sales and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Scott K

Series 66

Willmar, MN

LPL Financial

Scott Kragh is a financial advisor with LPL Financial located in Willmar, MN, holding a Series 66 license and 12 years of industry experience. He has previously worked at SagePoint Financial, Raymond James Financial, and JD Kreps Financial Group. Since 2025, he has been involved with Old National Bank through an advisor referral program. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing a broad network of advisors and multiple portfolio strategies.

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

Andrew B

Series 66

Willmar, MN

Wells Fargo Advisors

Andrew Beckius is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing from 2012 to 2023. Outside of his advisory role, Beckius serves as treasurer for both the New Prague Hockey Blue Line Club and the Pat Beckius Memorial Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jennifer L

Series 66

Willmar, MN

LPL Financial

Jennifer Lownsbury is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She has been with LPL Financial since 2012 and also has over two decades of experience at Conway, Deuth & Schmiesing, PLLP. Lownsbury serves as the township treasurer for Dovre Township, managing financial records and presentations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers various investment programs including model portfolios, third-party asset management, and institutional platforms.

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

Amanda M

Series 66

Willmar, MN

Ameriprise

Amanda Mccain is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked at Ameriprise since 2012 and previously held positions at Wells Fargo Investments and Wells Fargo Clearing. Outside of her advisory role, she is involved with Kyle K. Wallentine Financial Services, LLC, where she provides paraplanning and practice management support. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with financial advisors to deliver tailored recommendation reports and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Chad H

Series 63, Series 65

Willmar, MN

Wells Fargo Advisors

Chad Huson is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2013 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves as a youth hockey goalie judge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and planning tools, serving clients with diverse needs including retirement, education, risk management, and specialized areas such as business-owner transition and sports planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Kenneth Q

Series 63

Willmar, MN

LPL Financial

Kenneth Quist is a financial advisor with LPL Financial in Willmar, MN, holding a Series 63 license and 24 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in a real estate investment business and operates as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by tools for operational and research assistance.

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

Andy B

Series 66

New London, MN

Thrivent Investment Management

Andy Boersma is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, with an option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Business ownership considerations
user avatar
firm logo

Daniel N

Series 63, Series 66

Willmar, MN

Ameriprise

Daniel Nelson is a financial advisor with Ameriprise in Spicer, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Charles Schwab, Personal Capital Advisors Corporation, and SG Long & Company. He is also involved with Kyle K. Wallentine Financial Services LLC in a non-investment-related capacity. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Jacob P

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Jacob Pentz is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at LPL Financial and CUNA Brokerage Services. He also has ongoing roles with Superior Choice Credit Union and Mondelez International. 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 including retirement, education, risk, and specialized services such as business-owner transition and divorce planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written reports.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Kyle W

Series 66

Willmar, MN

Ameriprise

Kyle Wallentine is a financial advisor with Ameriprise in Willmar, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Kyle K. Wallentine Financial Services LLC, a business used for Ameriprise-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Caleb P

CFP®, Series 66

Willmar, MN

Wells Fargo Advisors

Caleb Paulson is a CFP® professional with 20 years of experience, currently affiliated with Wells Fargo Advisors. He has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he holds partial ownership of a family cabin in Hackensack, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, supported by Wells Fargo’s research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Daniel B

Series 66

Willmar, MN

Wells Fargo Advisors

Daniel Bishop is a financial advisor with Wells Fargo Advisors based in Willmar, MN, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo entities since 2011 in various capacities. Outside of his advisory role, he serves as president of the New Prague Utilities Commission and treasurer for Holy Trinity Lutheran Church, both in New Prague, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. Advisors develop tailored recommendations using firm resources, with clients deciding on implementation through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Aimee P

Series 63, Series 66

Spicer, MN

Wells Fargo Advisors

Aimee Peltier is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Her prior roles include positions at Bremer Bank, Raymond James Financial Services, and a trust associate role spanning from 2009 to 2021. She is also involved with Basketball Class Of 2026 and Class Of 2028 Girls Basketball as an account signer. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Mark O

Series 66

Willmar, MN

LPL Financial

Mark Odendahl is a financial advisor with LPL Financial in Willmar, MN, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015 and operates under the Quist Wealth Management DBA for his advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory services with significant non-advisory financial activities.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)