Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

65 advisors near
55069

Out of 400,000+ nationwide

user avatar
firm logo

Robert R

Series 66

Pine City, MN

LPL Financial

Robert Root is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with LPL Financial and Frandsen Bank & Trust, where he has worked since 2017. His prior experience includes roles at Securities America, Investment Centers of America, Inc., and Gähler Investment Group. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools and a broad platform that includes affiliated insurance and banking services.

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

Michael R

ChFC®, Series 63, Series 66

Pine City, MN

LPL Financial

Michael Ritland is a financial advisor with LPL Financial in Pine City, MN, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including previous roles at Investment Centers of America, Bancwest Investment Services, Inc., and Cetera Investment Services LLC. He is also active as an agent with Frandsen General Agency, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plan participants, and institutions, with a focus on combining advisory platforms with a broad range of financial services.

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

Sydney N

CFP®, Series 66

Pine City, MN

Edward Jones

Sydney Nelson is a CFP® designated financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, Nelson held positions at Northwestern Mutual and the University of Minnesota, Duluth. Outside of advising, Nelson owns Minnesota Curio Co., where they sell antiques locally on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with over $1 trillion in assets under management and a nationwide network of financial advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
user avatar
firm logo

Brody H

Series 63

Cambridge, MN

Ameriprise

Brody Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

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

Barry S

CFP®, Series 63, Series 66

Cambridge, MN

Thrivent Investment Management

Barry Springborn is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience and has been with Thrivent and its predecessor organizations since 2002. Outside of his advisory role, he manages a family farm growing corn and feeding beef steers, and serves as chairman of the council and board member for Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans across a wide range of topics. The firm emphasizes planning delivered by financial advisors without discretionary trading authority and offers combined planning and managed-account services under a consolidated billing option.

Business ownership considerations
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”)