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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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kyle L

Series 63, Series 65

Plymouth, MN

Ameriprise

Kyle Laube is a financial advisor at Ameriprise Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Investment Management, U.S. Bancorp Investments, and Waddell & Reed. Laube also manages an advisory business outside of Ameriprise, providing financial services to individuals. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Chad F

CFP®, Series 66

Plymouth, MN

Edward Jones

Chad Fullington is a CFP® certificant and holds a Series 66 license, with 15 years of experience in financial advising at Edward Jones, where he has worked since 2011. Outside of his advisory role, he has earned income from umpiring youth baseball games in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Liquidity event planning Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Neil G

Series 66

Rogers, MN

Edward Jones

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

General retirement planning Income planning Retirement income strategy Retired Founder/Business Owner Executive
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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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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 the Series 66 designation and has worked with various Wells Fargo entities since 2018. Prior to his advisory career, he was a full-time college student at the University of St. Thomas and held a position at White Eagle Golf Club. 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.

Retired Founder/Business Owner
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Krisi H

Series 66

Otsego, MN

Edward Jones

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. 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 and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Erika G

Series 66

Roseville, MN

Ameriprise

Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at Free People and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John C

CFP®, Series 63, Series 66

Plymouth, MN

LPL Financial

John Comer is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 19 years of industry experience. He previously worked at Raymond James Financial Services and Waddell & Reed, and has owned Comer Consulting since 2003, where he delivers presentations on ethics and marketing and teaches continuing education for CFP professionals. Comer is also involved in authoring and promoting the book "Join the Longevity Revolution" through Longevity Revolution Press. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology tools and a broad network of over 22,800 advisors.

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

Series 63, Series 65

Corcoran, MN

LPL Enterprise

Thomas Thiher is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Tax-loss harvesting
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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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jay L

CFP®, Series 65, Series 63

Plymouth, MN

Cetera

Jay Laramy is a CFP®-credentialed financial advisor with two years of industry experience. He is currently associated with Cetera and its affiliated entities and has held roles at Avantax Investment Services and MRK Financial Solutions. His outside activities include client service roles at MRK Financial Solutions and TruPlan Financial Planners, where he assists with client meetings and account management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a broad network of independent advisors. The firm offers a multi-manager platform with access to various portfolio management strategies and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Business ownership considerations
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Ryan K

Series 65, Series 63

Brooklyn Center, MN

LPL Financial

Ryan Keapproth is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms including JPMorgan Chase Bank, Ameriprise Financial Services, and Fidelity prior to joining LPL Financial. Based in Brooklyn Center, MN, Keapproth is also associated with Connexus Credit Union. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 65

Maple Grove, MN

Fidelity

Colin Reilly is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and U.S. Bancorp Investments, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and fund advisory services with oversight of affiliated and unaffiliated sub-advisers.

Charitable giving & philanthropy Active portfolio management
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Mary T

Series 63, Series 66

Anoka, MN

Raymond James Financial

Mary Trembley is a financial advisor with Raymond James Financial in Anoka, MN, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked with Raymond James Financial and related entities since 2004 and has also served at First Bank Elk River since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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