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Tyler J

Series 63, Series 66

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Tyler Jensch is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes 13 years at Thrivent Investment Management Inc. and one year at Raymond James & Associates, Inc. before joining his current firm. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas O

Series 66

Minnetonka, MN

Principal Financial Services

Thomas O Hara is a financial advisor with Principal Financial Services based in Minnetonka, MN. He holds a Series 66 designation and has prior experience at One River Asset Management, Ernst & Young, and PricewaterhouseCoopers. He is also involved in the sales and service of fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Zachary W

Series 66

Plymouth, MN

Benjamin F. Edwards & Company, Inc.

Zachary Wahl is a financial advisor at Benjamin F. Edwards & Company, Inc. with five years of industry experience. He previously worked at Wells Fargo Clearing for five years and attended the University of Minnesota Duluth. Wahl holds a Series 66 designation. Benjamin F. Edwards & Company serves a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies combining model-based and customized approaches, with ongoing due diligence and portfolio monitoring.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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William G

Series 66

Plymouth, MN

Kestra Advisory

William Gese is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 28 years of industry experience. He has been affiliated with Kestra Investment Services since 2005 and with Kestra Advisory since 2016. In addition to his advisory roles, Gese works as a financial planner and wealth manager and is involved in financial wellness advocacy. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Todd H

Series 63, Series 66

Medina, MN

Tlg Advisors, Inc.

Todd Hedtke is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining TLG Advisors, he worked with Simplicity Investments, Integroz US LLC, Winning Abillities, and Allianz, where he spent 23 years. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many client accounts managed through sub‑advisors and program platforms.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Nash M

Series 66

Minnetonka, MN

Principal Financial Services

Nash Meland is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Principal-affiliated firms since 2014, including Principal Life Insurance and Principal Securities. Meland is also a licensed agent for life, annuities, disability income, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Patrick R

CFA®, Series 63

Minnetonka, MN

Cresset Asset Management, LLC

Patrick Regan is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at Cresset Asset Management, LLC, where he has worked since 2022. Prior to joining Cresset, he spent 16 years at Meristem Family Wealth LLC. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach that combines active and passive strategies, third-party manager allocations, and a structured due diligence process across multiple asset classes.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Connor G

Series 66

Plymouth, MN

Private Advisor Group, LLC

Connor Gaarder is a financial advisor with Private Advisor Group, LLC in Plymouth, MN, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial LLC and Ameriprise Financial Services, Inc. He has also worked with Investors Financial Group, LLC. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program.

Retired Founder/Business Owner
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Scott W

ChFC®, Series 63, Series 65

Minnetonka, MN

Guardian Life

Scott Wolf is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Timothy S

Series 66

Brooklyn Park, MN

AE Wealth Management, LLC

Timothy Schumacher is a financial advisor with AE Wealth Management, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Ameriprise Financial and The Leaders Group Inc. He is currently associated with Madison Avenue Securities and Advisors Excel in compliance advertising specialist roles. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Nicholas L

Series 63, Series 65

Plymouth, MN

Independent Financial partners

Nicholas Lawton is a financial advisor at Independent Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pilot Capital Management Corp, MWA Financial Services Inc., and Solidarity Financial, Inc. Outside of his advisory roles, he has maintained a long-term affiliation with Solidarity Financial, Inc. since 2006. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Jeffrey D

CFP®, Series 63, Series 65

Plymouth, MN

Private Advisor Group, LLC

Jeffrey Doom is a CFP® professional with 25 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked with Investors Financial Group, LLC and LPL Financial. Outside of his advisory role, he is involved in managing a family partnership that owns farmland in Minnesota. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Retired Founder/Business Owner
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Andrea D

CFP®, Series 66

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Andrea Debevec is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2017. Her practice is based in Plymouth, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that blends passive and active management overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jon C

Series 65

Minnetonka, MN

Cresset Asset Management, LLC

Jon Crow is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Cresset and its related entities since 2019, including serving as president of Cresset Trust Company. Prior to that, he spent 17 years at Meristem Family Wealth LLC. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations, offering portfolio management, wealth planning, and private fund advisory with a focus on diversified, asset-allocation-driven strategies.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Anna O

Series 63, Series 65

Wayzata, MN

Guardian Life

Anna Osborn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following prior roles at MML Investors Services and MetLife Securities. In addition to her advisory work, she is a registered notary public in Minnesota. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Dustin S

CFP®, Series 65, Series 66

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Dustin Smith is a CFP® professional with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement and its affiliated entities since 2011 and was previously affiliated with LPL Financial. Outside of his advisory role, he teaches CFP courses to candidates and has worked as a self-employed musician for over two decades. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Jon M

Series 63, Series 65

Minnetonka, MN

Guardian Life

Jon Marker is a financial advisor at Primerica Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Guardian Life Insurance Company and Park Avenue Securities. Marker serves as a board member for both the Braemar Golf Association and the Minneapolis Jewish Cemetery. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason H

Series 63, Series 65

Minnetonka, MN

Guardian Life

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Guardian Life since 2007 and at Park Avenue Securities since 2022. In addition to his advisory role, he operates Hegarty Consulting Group, LLC, which markets employee benefits and retirement products primarily to small businesses, and he provides identity theft protection services through Pre-Paid Legal. Park Avenue Securities LLC, where he is based, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Stephanie G

CFP®, Series 66

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Stephanie Griesinger is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2017. Her prior experience includes roles at WD Financial Services, LLC and Weber & Deegan, Ltd. She is a board member of the Carver Lions Club in Carver, MN. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts and estates, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Ian B

CFP®

Plymouth, MN

Wealth Enhancement Advisory Services, LLC

Ian Brauer is a CFP® professional with one year of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. Prior to this role, he worked for Lake Tahoe Wealth Management and has experience in both academic and hospitality settings. Wealth Enhancement Advisory Services (WEAS) provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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