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87 advisors near
58201
within the area shown on the map
Out of 400,000+ nationwide
Chad D
Series 66
Grand Forks, ND
Morgan Stanley
Chad Detienne is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Detienne serves as a board member of the Grand Forks Foundation for Education, where he helps guide support for student activities and community benefit programs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad investment and product offerings.
Ellen H
Series 65, Series 63
East Grand Forks, MN
Thrivent Investment Management
Ellen Honek is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without implementation, and allowing combination with managed-account services under a consolidated billing option.
Jensyn Z
Series 66
East Grand Forks, MN
Edward Jones
Jensyn Zink is a financial advisor at Edward Jones in East Grand Forks, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Zink worked at The Goose River Bank and has experience coaching middle and high school athletes as an assistant coach at Hillsboro Public Schools. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual, institutional, and charitable clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of investment and advisory services under a fiduciary standard.
Ross J
Series 66
Grand Forks, ND
Edward Jones
Ross Johnson is a financial advisor with Edward Jones in Grand Forks, ND, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 following a prior role during college. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.
Bryan B
Series 66
Grand Forks, ND
Edward Jones
Bryan Brenden is a financial advisor with Edward Jones in Grand Forks, ND, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Clay O
Series 66
Grand Forks, ND
Edward Jones
Clay Odenbach is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Larson Doors and has experience in various roles including as a food delivery driver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.
Bret B
Series 66
Grand Forks, ND
Edward Jones
Bret Bentow is a financial advisor at Edward Jones with 14 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2011. Outside of his advisory role, Bentow serves as a board member of Land of Hope LLC in Grand Forks, ND. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large network of advisors and branch offices across the country.
Lisa B
Series 66
Grand Forks, ND
Edward Jones
Lisa Berglund is a financial advisor with Edward Jones in Grand Forks, ND, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for over two decades with Grand Forks Public Schools. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Anthony P
ChFC®, Series 63
East Grand Forks, MN
LPL Financial
Anthony Palmiscno is a ChFC® credentialed financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years at SagePoint Financial. He is based in East Grand Forks, MN, and is involved with Palmiscno Financial, a business related to non-variable insurance and advisory services. 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, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies supported by advanced research and operational tools.
Wyatt H
Series 66
Grand Forks, ND
Ameriprise
Wyatt Holtz is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Edward Jones for six years. Outside of his advisory role, Holtz serves as a police officer in general patrol in Grand Forks, North Dakota. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Megan H
Series 66
Grand Forks, ND
Edward Jones
Megan Hoven is a financial advisor at Edward Jones in Grand Forks, ND, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she was with Lindfors Insurance Agency for one year. Outside of her advisory role, she is a brand partner for Young Living Essential Oils, engaging in multi-level marketing on a passive basis. 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, investment options, and tax-efficient services, operating under a fiduciary standard.
Jay P
Series 66
Grand Forks, ND
LPL Financial
Jay Panzer is a financial advisor with LPL Financial in Grand Forks, ND, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at Investment Centers of America, Inc. and Choice Bank, as well as operating ICA Group Wealth Management, LLC, an independent investment advisory firm. 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 model portfolio programs, supported by advanced operational tools and a broad network of over 22,800 advisors.
Sidney K
Series 65, Series 63
Grand Forks, ND
Wells Fargo Clearing
Sidney Kabah is a financial advisor with Wells Fargo Clearing in Grand Forks, ND, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Wells Fargo Bank, U.S. Bank Corp, and Bremer Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Kirk Z
Series 66
East Grand Forks, MN
Edward Jones
Kirk Zink is a financial advisor with Edward Jones in East Grand Forks, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he coaches varsity cross-country at Hillsboro High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.
Christopher T
Series 63, Series 66
Grand Forks, ND
LPL Financial
Christopher Tostenson is a financial advisor with LPL Financial, based in Grand Forks, ND, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has worked at LPL Financial since 2015 and has been associated with Gate City Bank since 2013. Outside of his advisory role, he is involved with The Sunderland Group and Gate City Insurance Agency in non-variable insurance capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management options, utilizing model portfolios, third-party subadvisors, and customized strategies.
Bradley E
Series 66
Grand Forks, ND
OSAIC
Bradley Erickson is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. He worked for Woodbury Financial Services for 19 years before joining OSAIC in 2024. Erickson serves as a board member for both the Climax Community Club and Climax-Shelly Public School, contributing to leadership development and school operations in his community. He is also the owner of Erickson Financial Advisors, providing insurance and annuity services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of asset classes.
Tyler P
Series 63, Series 65
East Grand Forks, MN
LPL Financial
Tyler Palmiscno is a financial advisor with LPL Financial in East Grand Forks, MN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 10 years before joining LPL Financial in 2019. Outside of his advisory role, Palmiscno has been involved as the head boys hockey coach at EGF Senior High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.
Alyssa S
Series 66
Grand Forks, ND
Edward Jones
Alyssa Schauer is a financial advisor with Edward Jones in Grand Forks, ND, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, she worked for Park River Area Schools for five years. She serves as a board member of the Greater Grand Forks Women's Leadership Cooperative, supporting leadership and well-being initiatives for women. 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, operating under a fiduciary standard with extensive national coverage through a large network of financial advisors and branch offices.
Jason B
Series 66
Grand Forks, ND
LPL Financial
Jason Barta is a financial advisor with LPL Financial based in Grand Forks, ND, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Bremer Investments. He is also affiliated with Old National Bank through advisor referral programs. 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, supported by a network of investment adviser representatives.
Tyler H
Series 66
Grand Forks, ND
Edward Jones
Tyler Herbeck is a financial advisor at Edward Jones in Grand Forks, ND, holding a Series 66 designation with one year of industry experience. His prior work includes roles in construction, hospitality, and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.
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Finding advisors...
87 advisors near
58201
within the area shown on the map
Out of 400,000+ nationwide