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Patrick F
Series 63
Red Wing, MN
Cambridge Investment Research Advisors
Patrick Fitschen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates Fitschen Tax & Accounting, a tax preparation and accounting business he has owned since 1997. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, with options for discretionary and non-discretionary management tailored to client objectives.
Cody B
Series 66
Red Wing, MN
LPL Financial
Cody Buck is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at National Planning Corporation and has been affiliated with Discovery Financial since 2015. In addition to his advisory role, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of representatives. The firm offers a range of investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.
Samuel C
Series 66
Red Wing, MN
LPL Financial
Samuel Caswell is a financial advisor with LPL Financial, holding a Series 66 credential and bringing two years of industry experience. His prior work includes positions at First Farmers & Merchants Bank, Charter Bank, Commerce Bank, and BMO Harris Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.
Ronald R
Series 63, Series 65
Hastings, MN
LPL Enterprise
Ronald Robinson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various non-securities financial services.
Gregory C
Series 63, Series 66
Hastings, MN
OSAIC
Gregory Collins is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has held leadership roles at Collins Wealth Management and Collins Financial Ltd and has been involved with various insurance companies as a sales agent. Collins manages client investments and provides advice related to life change events through his own firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a broad range of advisory services and employs asset-allocation tools and third-party platforms to construct tailored portfolios across multiple investment types.
Timothy T
Series 63, Series 65
Hastings, MN
LPL Financial
Timothy Tousignant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a licensed notary in the state of Minnesota. 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.
Amy H
Series 66
Hastings, MN
Edward Jones
Amy Harbort is a financial advisor with Edward Jones, holding a Series 66 designation and 23 years of industry experience. She previously worked for Woodbury Financial Services / Advisor Group for 17 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Xy J
Series 66
Hastings, MN
LPL Enterprise
Xy Johnson is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Johnson worked at The Prudential Insurance Company of America and Pruco Securities LLC. Johnson also operates an individual health insurance business focusing on Medicare, dental, vision, prescription, and critical illness coverage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and it offers services including financial planning, asset management access, and insurance product facilitation.
Daniel G
Series 63, Series 65
Red Wing, MN
LPL Financial
Daniel Greenheck is a financial advisor with LPL Financial in Red Wing, Minnesota, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including Investment Advisors, LLC and Sampair Accurant. Outside of advising, he is involved in tax preparation and accounting through Sampair Accurant and operates Greenheck Tax & Retirement Advisors LLC. 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 offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting advisors with research and technology tools.
Chad R
Series 63, Series 66
Hastings, MN
LPL Enterprise
Chad Rediske is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes positions at The Prudential Insurance Company of America, Thrivent Financial, PFS Investments Inc, and Primerica. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, providing access to third-party asset managers and financial planning services, and also facilitates insurance product sales through affiliated entities.
Benjamin W
CFP®, Series 66
Red Wing, MN
Edward Jones
Benjamin Whalen is a CFP® and Series 66-licensed financial advisor with eight years of experience, currently with Edward Jones in Red Wing, MN. His prior work includes a year at STEMworks and an earlier period at Edward Jones. Outside of advising, he coaches 7th grade basketball for Red Wing Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.
Ian S
Series 66
Hastings, MN
Ameriprise
Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.
Michael D
Series 63
Red Wing, MN
Edward Jones
Michael Dube is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. His outside business activities include no responsibilities reported with ConocoPhillips and Hess Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Kyra C
Series 66
Red Wing, MN
Edward Jones
Kyra Cyr is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds, and has experience as a nanny and homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Abra H
CFP®, Series 63
Hastings, MN
Edward Jones
Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.
Thomas W
Series 63, Series 65
Red Wing, MN
Cetera
Thomas Wilder is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at firms including Dougherty & Company LLC and Concourse Financial Group Securities Inc before joining Cetera in 2025. Outside of advisory services, he is also the owner and president of Stainless Stone LLC, a business involved in the sale of surgical stainless steel pizza stones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial arrangements.
Jason Y
CFA®, Series 66
Red Wing, MN
Ameriprise
Jason Yockey is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Red Wing, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has commercial real estate ownership interests. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with advisors.
Thomas S
Series 63
Hastings, MN
Ameriprise
Thomas Sundberg is a financial advisor with Ameriprise in Hastings, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, emphasizing managed accounts and algorithmic support in its advisory process.
Gregory R
ChFC®, Series 63, Series 66
Red Wing, MN
Thrivent Investment Management
Gregory Roe is a ChFC® credentialed financial advisor with 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he assists clients as a health insurance agent specializing in Medicare supplement and Part D plans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs through a consolidated billing option called “WealthPlan.”
Adam C
Series 63, Series 66
Hastings, MN
OSAIC
Adam Collins is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios for 17 years. Collins is also involved in fixed, life, and health insurance sales through Collins Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by various investment platforms and third-party managers.
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