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3,786 advisors near
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Out of 400,000+ nationwide
Reginald R
Series 65, Series 66
Maplewood, MN
International Assets Investment Management, LLC
Reginald Rasmussen is a financial advisor at International Assets Investment Management, LLC with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Rasmussen serves as a board member at large for a chemical dependency treatment program. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and also offers retirement plan advisory and financial planning services.
John H
CFP®, Series 66
Roseville, MN
Kingsview Wealth Management, LLC
John Hanselman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he owns and operates E&E Foods, an edible and beverage manufacturing business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering access to a broad range of investment instruments and alternative products.
Brent H
Series 66
Minneapolis, MN
Thrivent Advisor Network, LLC
Brent Henkelman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at several Thrivent-affiliated firms since 2015 and was previously with Purshe Kaplan Sterling Investments, Inc. Henkelman is also involved in selling and servicing fixed insurance contracts and participates in long-term care insurance client education and referrals. Thrivent Advisor Network provides investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs diversified portfolios using low-cost mutual funds and ETFs, alongside various other investment options.
Maxwell G
Series 66
Minneapolis, MN
Focus Financial
Maxwell Gierke is a financial advisor at Focus Financial with a Series 66 designation and two years of industry experience. He previously worked at Osaic Wealth and has served in the US Army Reserves since 2015, where he holds leadership roles overseeing transportation operations and training exercises. Maxwell also serves as a notary public, providing document notarization for clients as needed. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporations, offering a range of managed accounts and financial planning services supported by economic, fundamental, and technical analysis.
Christopher S
CFA®
Minneapolis, MN
Riverbridge
Christopher Sebald is a CFA® charterholder with six years of industry experience. He has worked at Riverbridge Partners, LLC since 2020, following roles at Greys River Investments, LLC and Advantus Capital Management, Inc. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm’s investment approach centers on a growth-equity process based on five key factors, and it offers services including sub-advisory mandates, pooled investment vehicles, and performance-based fee arrangements.
Samuel M
CFP®, ChFC®, Series 63, Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Samuel Mullins is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds the CFP® and ChFC® designations and has four years of industry experience. His prior roles include positions at Avaii Wealth Management, LLC and Kerntke, Otto, and McGlone. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm employs strategic asset allocation through model portfolios utilizing mutual funds and ETFs and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.
Marc K
CFP®, Series 63
Minneapolis, MN
Northrock Partners, LLC
Marc Kowalski is a CFP® professional with 29 years of industry experience. He is currently with NorthRock Partners, LLC, where he has worked since 2026. Prior to joining NorthRock, he was the principal at Kowalski Financial Inc. for seven years and spent fourteen years with Royal Alliance Associates, INC. and Focus Financial Network, Inc. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and periodic rebalancing, integrating private market allocations and using AI tools to support tax-aware investing and portfolio monitoring.
Henry J
Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Henry Jaunich is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Horizon Chemical LLC, Best Buy, and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive investment vehicles with oversight by an Investment Committee.
Wendy F
Series 65
Minneapolis, MN
Prosperity - An EisnerAmper Company
Wendy Frame is a Series 65-licensed financial advisor with one year of experience, currently with Prosperity - An EisnerAmper Company. She previously worked at Eisner Advisory Group LLC and spent 26 years at Lurie LLP. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets and emphasizes asset allocation and diversification using third-party managers and technology platforms.
Caitlin E
Series 66
Minneapolis, MN
Focus Financial
Caitlin Edwards is a financial advisor with Focus Financial and holds a Series 66 designation. She has one year of industry experience, with prior roles at Osaic Wealth Inc and Creative Financial Staffing. Outside of advising, she serves on the audit committee for Mount Olivet Lutheran Church. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement consulting, and financial planning services.
David R
Series 66
Minneapolis, MN
Thrivent Advisor Network, LLC
David Rains is a financial advisor with Thrivent Advisor Network, LLC in Minneapolis, MN, holding a Series 66 designation and having 22 years of industry experience. His career includes roles at Thrivent Investment Management, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Outside of his advisory work, he serves as a pro bono financial coach with Wings for Widows, providing financial education to individuals who are newly widowed. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, focusing on long-term diversified portfolios that utilize low-cost mutual funds, ETFs, and other investment vehicles. The firm also provides portfolio management, financial planning, and access to independent managers and model portfolios.
Andrew D
CFP®, Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Andrew Domeyer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2012. He holds the Series 65 license and is based in Minneapolis, MN. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, offers both discretionary and non-discretionary management, and integrates wealth, tax, estate, and insurance professionals to coordinate client planning and implementation.
Jackson A
Series 66
Minneapolis, MN
Focus Financial
Jackson Arland is a financial advisor with Focus Financial, holding a Series 66 credential and four years of industry experience. He has worked at OSAIC since 2021 and Focus Financial Network, Inc. since 2020, with prior experience at Frontrow Entertainment Systems, US Bank, and Bethel University. Outside of his advisory role, he serves as president of Arland Advising Inc., an S Corporation he established for administrative and payroll purposes. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services with an investment approach that includes individualized investor profiles and a broad mix of investment vehicles.
Jacob R
Series 65
Minneapolis, MN
BlueSpring Wealth Management, LLC
Jacob Ranallo is a financial advisor at BlueSpring Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Kestra Financial Inc., SNS Financial Group, LLC, and Vector Wealth Management. Vector Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process involves a customized policy developed with clients and combines various securities and independent managers, with additional services such as option overlay and hedging strategies.
Suzanna C
Series 66
Minneapolis, MN
Focus Financial
Suzanna Coelho is a financial advisor with Focus Financial who holds a Series 66 designation and has two years of industry experience. Her prior work includes roles at United Planners Financial Planners and Lee Stoerzinger Wealth Management. Outside of advising, she has served as a notary associated with Lee Stoerzinger Wealth Management. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm provides personalized advisory services through multiple management options and emphasizes coordination with other professionals for estate planning and related legal or tax services.
David S
CFP®, Series 65, Series 63
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
David Schian is a CFP®-certified financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, based in Minneapolis, MN. He has 10 years of industry experience and has been with CliftonLarsonAllen since 2015. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm offers wealth advisory, asset management, financial and estate planning, and business succession consulting, employing a combination of discretionary and non-discretionary approaches supported by model portfolios and third-party programs.
Matthew S
Series 66
Minneapolis, MN
Thrivent Advisor Network, LLC
Matthew Stockman is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 credential and 12 years of industry experience. He has worked with several related firms, including Thrivent Investment Management Inc and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, he is the owner of Storyline LLC, an entity established for business expense purposes without active duties. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, utilizing diversified investment strategies that include mutual funds, ETFs, individual securities, and alternative investments.
Caleb P
Series 63, Series 65
Bloomington, MN
Mutual Of Omaha Investor Services, Inc.
Caleb Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha since 2013. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, working with third-party managers and internal advisors to deliver tailored investment solutions.
Isaac D
St Paul, MN
Fiduciary Counselling Inc
Isaac Daugherty III is a financial advisor with Fiduciary Counselling Inc in St. Paul, MN, holding five years of industry experience. Prior to joining Fiduciary Counselling in 2020, he worked at Travelers Insurance from 2016 to 2020. Fiduciary Counselling Inc provides comprehensive advisory services including investment management, accounting, tax, trust, and estate planning to a diverse client base. The firm employs a model portfolio approach based on asset allocation methodology and capital market assumptions, managing both discretionary and non-discretionary assets across a variety of investment vehicles.
Thomas C
Series 66
Oakdale, MN
Wedbush Securities Inc.
Thomas Carlson is a financial advisor with Wedbush Securities Inc., holding a Series 66 credential and 13 years of industry experience. Prior to joining Wedbush in 2022, he worked at Ameriprise Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory role, Carlson engages in community activities including providing entertainment to senior living communities and supporting local theatre publicity efforts. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of portfolio management strategies, research services, and operational capabilities including custodial, clearing, and prime services.
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3,786 advisors near
55106
within the area shown on the map
Out of 400,000+ nationwide