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Michael H

Series 63, Series 65

Plymouth, MN

Cetera

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

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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Elizabeth C

Series 66

Maple Grove, MN

Wells Fargo Advisors

Elizabeth Clendenin is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, wealth-transfer, and specialized services including business-owner transition and special-needs analysis.

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

CFP®, Series 66

New Brighton, MN

LPL Financial

Andrew Wingerd is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also has experience outside finance, including work with KNO Wood Works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and research-supported investment strategies through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Eliot S

Series 65, Series 63

Plymouth, MN

Ameriprise

Eliot Searls is a financial advisor at Ameriprise in Plymouth, MN, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Cetera Wealth Services, North Star Resource Group, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research, third-party data, and internal committee oversight.

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

Series 66

Andover, MN

Edward Jones

Patrick Leary is a financial advisor with Edward Jones in Andover, MN, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked at 3M/Neogen for three years and Aerotek for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Military & Veterans
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Craig B

CFP®, Series 63

Plymouth, MN

Ameriprise

Craig Bingen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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

CFP®, Series 66

Blaine, MN

Edward Jones

Abby Moberg is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for seven years at Procter & Gamble. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Charitable giving & philanthropy Liquidity event planning Wealth management Retired Founder/Business Owner Executive
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Shaun J

Series 65, Series 63

Maple Grove, MN

OSAIC

Shaun Jensen is a financial advisor at OSAIC with 10 years of industry experience. He has previously worked at Edward Jones and Ameriprise Financial Services, Inc. Jensen holds Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David M

Series 63

New Brighton, MN

Cetera

David Murdock is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is involved in insurance sales and holds positions with related financial services businesses including The Servion Group and Mill City Investments. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary services, providing access to model portfolios, third-party managers, and custom strategies.

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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Michael B

Series 63, Series 65

Minneapolis, MN

Cetera

Michael Braddy is a financial advisor with Cetera based in Minneapolis, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked with Cetera and affiliated entities since 2016 and previously at Berthel Fisher & Company Financial Services, Inc. He co-hosts a weekly financial radio show titled "Money Matters with Al and Mike." Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Bradley K

Series 63

Vadnais Heights, MN

Cetera

Bradley Kahley is a financial advisor at Cetera with 36 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He holds the Series 63 designation. Outside of his advisory work, he owns Bridge Investment Group, a financial and insurance services business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to various program structures and third-party managers.

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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Brian D

Series 63

White Bear Lake, MN

Primerica Advisors

Brian Domagalski is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and also works with the City of Savage. In addition to his advisory role, he sells loan products, home security and automation products, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Douglas B

Series 63, Series 65

Forest Lake, MN

OSAIC

Douglas Beck is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside his advisory role, Beck is owner of an automotive service business operated by his son and serves as a board member for an office building management association. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporate pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset types on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel P

Series 66

White Bear Lake, MN

Edward Jones

Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63

Saint Paul, MN

Cetera

Thomas Riester is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at OnTrac Financial since 1990 and Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he owns and operates a fixed insurance business covering life, health, disability, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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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Isaac B

Series 63, Series 66

Spring Lake Park, MN

Cetera

Isaac Bumgardner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. He has held multiple roles since 2017 across firms including Avantax, Infinex Investments, and Alerus. He serves as Director of Wealth Management at HK Wealth Management, LLC, and is involved as a director at Harvest Valley Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or customized strategies.

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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Ryan B

Series 66

Blaine, MN

LPL Financial

Ryan Blanchard is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. His work history includes roles at MassMutual, Alerus Financial, Northwestern Mutual, and Cetera Advisor Networks. Outside of advisory work, he is involved with Blanchard Realty LLC in mortgage and real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diverse strategies with research and technology solutions.

College savings (529s, UTMA, etc.)
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Nico S

Series 63, Series 65

Shoreview, MN

RBC Capital Markets

Nico Sacchetti is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at RBC Capital Markets since 2016 and previously at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a mix of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Thomas C

Series 63, Series 65

White Bear Lake, MN

Primerica Advisors

Thomas Clement is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with Primerica Financial Services since 2003 and PFS Investments, Inc. since 2004. His outside activities include part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than serving institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mark K

Series 63

Coon Rapids, MN

LPL Financial

Mark Kinney is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Fortis Investors, Inc. / Woodbury Financial for 26 years and was with OSAIC for one year. In addition to his advisory role, Kinney has been involved with Anoka Health & Life since 1986. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technology-enhanced investment approaches.

College savings (529s, UTMA, etc.)
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