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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
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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
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Scott K

Series 66

Willmar, MN

LPL Financial

Scott Kragh is a financial advisor with LPL Financial in Willmar, MN, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Raymond James Financial, SagePoint Financial, and JD Kreps Financial Group. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of advisers. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and diverse portfolio options.

College savings (529s, UTMA, etc.)
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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
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Jennifer L

Series 66

Willmar, MN

LPL Financial

Jennifer Lownsbury is a financial advisor at LPL Financial with 14 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2012 and is also a partner at Conway, Deuth & Schmiesing, PLLP, where she has worked since 2004. In addition to her advisory role, she serves as the township treasurer for Dovre Township, managing financial records and presentations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Amanda M

Series 66

Willmar, MN

Ameriprise

Amanda Mccain is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2012. Outside of her advisory role, she is employed as a paraplanner at Kyle K. Wallentine Financial Services, LLC, where she assists in managing practice operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides 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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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
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Kenneth Q

Series 63

Willmar, MN

LPL Financial

Kenneth Quist is a financial advisor with LPL Financial based in Willmar, MN, holding a Series 63 designation and over 23 years of industry experience. He has been affiliated with LPL Financial since 2012. Outside of his advisory role, he is involved in a family business related to office building ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

College savings (529s, UTMA, etc.)
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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
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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
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Jacob P

Series 66, Series 63

Willmar, MN

Wells Fargo Advisors

Jacob Pentz is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 66 and Series 63 licenses and having four years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services and has been employed at Superior Choice Credit Union and Mondelez International. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, and specialized planning services. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports, with discretionary client implementation.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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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
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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
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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
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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
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Mark O

Series 66

Willmar, MN

LPL Financial

Mark Odendahl is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has been with LPL since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Jennifer S

CFP®, Series 66

Willmar, MN

Edward Jones

Jennifer Shinn is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds a Series 66 designation and is based in Willmar, MN. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Business succession planning Founder/Business Owner
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Adam S

Series 63, Series 66

Willmar, MN

Wells Fargo Advisors

Adam Sayler is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo and its affiliated firms since 2009. He also owns and operates AS/GS Financial Services LLC, doing business as True Journey Advisors. 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 investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche clients.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Bryan A

CFP®, CFA®, Series 63, Series 65

Willmar, MN

Wells Fargo Advisors

Bryan Amundson is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked within various Wells Fargo entities since 2011. Bryan serves on the investment committee for the UMD Financial Markets Program Bulldog Fund, where he contributes to student education through discussions and recommendations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to choose how to implement recommendations through various program options.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Todd G

Series 66

Willmar, MN

Wells Fargo Advisors

Todd Guennigsmann is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and having 21 years of industry experience. Prior to joining Wells Fargo Advisors in 2021, he worked at Bremer Investments, Bremer Bank, and Raymond James Financial Services. He has ownership interests in TLG Holdings and TrueJourney Advisors, both investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and integrates advisory services with other financial products and referral channels.

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