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105 advisors near
54021
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Out of 400,000+ nationwide
Daniel H
Series 63
Hastings, MN
LPL Financial
Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, with tools supporting both discretionary and non-discretionary portfolio strategies.
Matthew H
Series 63, Series 65, Series 66
Red Wing, MN
LPL Financial
Matthew Hardyman is a financial advisor with LPL Financial in Red Wing, MN, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for five years and has been affiliated with Discovery Financial Centers, Inc. since 1999. Outside of his advisory role, he owns and manages a hobby farm in Red Wing. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of advisors with a variety of investment strategies and operational tools.
Kendra S
CFP®, Series 66
River Falls, WI
Edward Jones
Kendra Sievers is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience, including prior roles at Metropolis Resort and Gift Planning Services, LLC. Sievers serves as a board member and gymnastics coach for the River Falls Gymnastics Club. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a wide range of advisory programs and investment options, operating under a fiduciary standard and maintaining an extensive national network of financial advisors and branch offices.
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.
Teresa H
Series 63, Series 66
River Falls, WI
Edward Jones
Teresa Hernandez is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at KMTSJ, Inc and Northwestern Mutual, as well as spending ten years at Sacred Heart Hospital. She is also involved as a contractor with Integrity Audit & Tax, LLC, focusing on audit testing and potential tax preparation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 advisors. 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 and supporting approximately $1.01 trillion in assets under management.
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 65, Series 63
Red Wing, MN
LPL Financial
Daniel Greenheck is an investment advisor with LPL Financial based in Red Wing, MN, holding Series 65 and Series 63 credentials and four years of industry experience. He has worked at several firms, including Sampair Accurant and Securities America Advisors. In addition to his advisory work, he is involved in tax preparation and retirement advising through Greenheck Tax & Retirement Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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.
James W
Series 63
River Falls, WI
Edward Jones
James Williamson is a financial advisor with Edward Jones in River Falls, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a trustee of the Kenneth O Ruud Trust and is a partner in Marsh Creek LLC; he also owns hunting land in South Dakota through Pheasant Run Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.
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.
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105 advisors near
54021
within the area shown on the map
Out of 400,000+ nationwide