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873 advisors near
55014
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Isaac R
Series 66
Coon Rapids, MN
Wells Fargo Advisors
Isaac Radabaugh is a financial advisor with Wells Fargo Advisors based in Coon Rapids, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, his career includes roles in education and service industries. He has also worked at Century College and held various positions at local service and automotive companies. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.
Paul H
Series 63, Series 65
White Bear Lake, MN
LPL Financial
Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has previously worked at Harbour Investments and National Securities Corporation and has operated Financial Consulting Services, Inc. since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.
Steven T
Series 63, Series 65
Vadnais Heights, MN
Thrivent Investment Management
Steven Tix is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Thrivent Financial and operated Blue Sky Guy Handyman Service, LLC. He also spent two decades at Travel Tags. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.
Emily H
Series 66
New Brighton, MN
Ameriprise
Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.
Amanda G
Series 66
Anoka, MN
Edward Jones
Amanda Goers is a financial advisor at Edward Jones in Anoka, MN, holding a Series 66 designation with two years of industry experience. She previously worked at Wells Fargo for 12 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.
Keith M
Series 63, Series 65
Forest Lake, MN
OSAIC
Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.
Linnea R
Series 66
Blaine, MN
Mass Mutual Investors Services
Linnea Rounds is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Lincoln Investment. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and event-driven services such as divorce and estate-settlement planning.
Jack Y
Series 66
Coon Rapids, MN
Wells Fargo Clearing
Jack Young is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2018. Prior to his advisory role, he worked at White Eagle Golf Club for two years and attended the University of St. Thomas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Daniel T
Series 66
Andover, MN
Edward Jones
Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Luke O
Series 63, Series 65
Forest Lake, MN
OSAIC
Luke Opsahl is a financial advisor with OSAIC in Forest Lake, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles and can be managed on either a discretionary or non-discretionary basis.
Erika G
Series 66
Roseville, MN
Ameriprise
Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles outside the financial industry, including positions at Free People and the University of Wisconsin-Madison. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
John M
Series 63
Lake Elmo, MN
Edward Jones
John Mead is a financial advisor with Edward Jones in Lake Elmo, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Mead serves on the Lake Elmo Old Village Office Condo Association board and is president of CJM Office Holdings LLC, a commercial property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Elizabeth D
Series 63
Columbia Heights, MN
Edward Jones
Elizabeth Dunsworth is a financial advisor at Edward Jones with 27 years of industry experience. She holds a Series 63 designation and has been with Edward Jones since 1998. Outside of her advisory role, she is president, secretary, and treasurer of a family-owned LLC related to real estate in Minong, Wisconsin, though she currently holds no active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.
Adam C
Series 66, Series 63
Forest Lake, MN
J.P. Morgan Securities
Adam Cachero is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE, TD Ameritrade, Charles Schwab, and Applied Underwriters. He is based in Forest Lake, Minnesota. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.
Kelly F
Series 66
Lino Lakes, MN
Thrivent Investment Management
Kelly Fellows is a financial advisor with Thrivent Investment Management in Lino Lakes, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as an election judge for the City of Lino Lakes and is a board member of Ballet Co.Laboratory, a professional ballet company and school in Saint Paul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.
Renee M
Series 63
White Bear Lake, MN
Primerica Advisors
Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.
Ryan K
Series 65, Series 63
Brooklyn Center, MN
LPL Financial
Ryan Keapproth is a financial advisor with LPL Financial in Brooklyn Center, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Fidelity, E*TRADE, Morgan Stanley, and Ameriprise Financial Services. No additional outside activities are noted. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and offers both discretionary and non-discretionary management options.
Brock J
Series 66
North Oaks, MN
Edward Jones
Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.
Thomas D
Series 63, Series 66
New Brighton, MN
OSAIC
Thomas Delich is a financial advisor at Osaic with 28 years of industry experience. He previously worked at RBC Capital Markets for 15 years and City National Bank for 9 years. Delich serves as an elder at Constance Evangelical Free Church and is a board member of Beyond Our Door Global, a nonprofit providing resources in Haiti and Africa. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy accounts.
Theodore E
Series 63, Series 66
Roseville, MN
LPL Financial
Theodore Elliott is a financial advisor with LPL Financial in Roseville, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Bremer Investment Services, Raymond James Financial Services, and Old National Bank. He is involved with Old National Bank Advisor Referral Programs as a financial institution duty role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.
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873 advisors near
55014
within the area shown on the map
Out of 400,000+ nationwide