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899 advisors near
55014
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Darin S
Series 66
New Brighton, MN
Thrivent Investment Management
Darin Stevens is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Wells Fargo Bank. Before entering financial services, he spent two years working as a farmer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing option called WealthPlan.
Mark W
Series 65, Series 63
Champlin, MN
Edward Jones
Mark Wood is a financial advisor at Edward Jones with Series 65 and Series 63 credentials. He joined Edward Jones in 2026 and has prior experience running a business, Max’s Mowing and More, for nine years. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.
Shawn M
Series 63
New Brighton, MN
Ameriprise
Shawn Murray is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he participates in his local church as a money counter and assists with informal budget reviews. Ameriprise is a large institutional firm offering retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service uses research-driven, tax-efficient strategies and algorithmic tools to provide clients with tailored, written recommendations.
Mitchell M
Series 66
Golden Valley, MN
Ameriprise
Mitchell Max is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at North Star Resource Group, Securian Financial Services, and Minnesota Life Insurance. Outside of his advisory work, he is involved with BDLR Group, Inc. as a registered team member. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency strategies to support clients approaching or in retirement.
Michael K
Series 63, Series 66
North Oaks, MN
Thrivent Investment Management
Michael Kauls is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He has held his current roles since 2015. He holds the Series 63 and Series 66 designations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without including implementation. The firm combines holistic, goal-based planning with managed account programs under a consolidated billing option, maintaining a separation between planning and portfolio management.
John C
CFP®, Series 63
Brooklyn Park, MN
Ameriprise
John Crosland is a CFP®-designated financial advisor with Ameriprise in Hanover, MN, bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, he serves as the head coach for the Buffalo High School Boys Swim and Dive team and is a scoutmaster for Scout Troop 563. 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 through a centralized consulting team.
Jason D
Series 63, Series 65
North Oaks, MN
Mass Mutual Investors Services
Jason Dekeuster is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 2006. Outside of his advisory role, he is involved in business coaching through a consulting firm he co-owns and participates in a business consulting study group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.
Timothy H
Series 66
White Bear Lake, MN
LPL Financial
Timothy Hennen is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at nVent, Open Access International Technology, and Border States Electric. Outside of his advisory role, he owns and operates an e-commerce website called Champion E-Comm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.
Anthony B
Series 63, Series 65
Fridley, MN
LPL Financial
Anthony Bumgarner is a financial advisor with LPL Financial based in Fridley, MN. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services Inc. and Cuna Mutual Group for 15 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a broad network of investment adviser representatives.
Nicholas V
Series 66
Little Canada, MN
LPL Financial
Nicholas Valento is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has held roles at Osaic Wealth, Gradient Securities, and AKA Sports prior to joining LPL Financial. Outside of his advisory work, Valento is involved as a personal care assistant with Consumer Choice Services. 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, third-party asset management, and institutional platforms.
Hillary B
Series 63, Series 65
New Brighton, MN
Thrivent Investment Management
Hillary Bement is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience, including roles at Thrivent Financial and prior service at Financial One Credit Union and Magnifi Financial Credit Union. 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 covering topics such as retirement, income tax, estate, and special needs planning, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Daniel C
Series 66
Forest Lake, MN
Edward Jones
Daniel Chrzanowski is a Series 66–licensed financial advisor with Edward Jones in Forest Lake, MN, and has 13 years of industry experience. He has been with Edward Jones since 2012. 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 strategies supported by a large network of financial advisors and branch offices nationwide.
Philip D
Series 63, Series 65
Roseville, MN
Thrivent Investment Management
Philip Dahlof is a financial advisor with Thrivent Investment Management in Roseville, MN, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has been with Thrivent Financial and its investment management arm since 2016. 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 planning covering various topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan."
Holden Z
Series 66
Lake Elmo, MN
Ameriprise
Holden Zinda is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 credential. He has one year of experience in the industry and previously worked in various roles outside financial services, including positions at U.S. Medical Supplies, Liberty University, Walmart, and other organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.
James A
CFP®, ChFC®, Series 63, Series 66
New Brighton, MN
Thrivent Investment Management
James Aman is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds the CFP® and ChFC® designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 planning tailored to a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.
Alexander G
Series 66
Coon Rapids, MN
Ameriprise
Alexander Gabriel is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and having 10 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that analyze income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using algorithmic automation and research-driven approaches, while also offering a broad range of advisory, brokerage, and insurance solutions.
Bjorn M
CFP®, Series 63, Series 65
White Bear Lake, MN
LPL Financial
Bjorn Miller is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2013. He also has a longstanding role at Northwestern College beginning in 2010. Outside of his advisory work, Miller is a law service representative for North Oaks Legal Services, Inc. and operates a home-based business selling weekly planners on Amazon and eBay. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.
David K
ChFC®, Series 66
Champlin, MN
Edward Jones
David Keniston is a financial advisor at Edward Jones in Champlin, MN, holding the ChFC® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Brian B
Series 66
Arden Hills, MN
OSAIC
Brian Bowen is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2022. Brian operates a sole proprietorship selling life and fixed insurance products alongside his advisory role. OSAIC serves a broad client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services that emphasize model-based asset allocation and portfolio optimization through a multi-advisor platform.
Daniel E
Series 66
Blaine, MN
Edward Jones
Daniel Elo is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation. He has recently transitioned from a two-year role at Rise LLC and spent 12 years with ISD 622. He has one year of industry experience. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.
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899 advisors near
55014
within the area shown on the map
Out of 400,000+ nationwide