Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Austin K
Series 65
Minneapolis, MN
Van Clemens Wealth Management, LLC
Austin Kurylo is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Tilly Advisory Group and RSM LLP. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements using various analytical methods and employs numerous third-party managers along with an in-house Growth Opportunities model focused on micro- and small-cap equities.
Matthew S
Series 66
Minneapolis, MN
Thrivent Advisor Network, LLC
Matthew Stuessi is a financial advisor with Thrivent Advisor Network, LLC and holds a Series 66 designation. He has experience in education, having worked at Liberty University, Southwest Christian High School, and Hopkins School District prior to joining the financial industry. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by formal account reviews and third-party custodians.
Stephen P
Series 65, Series 63
Minneapolis, MN
Van Clemens Wealth Management, LLC
Stephen Pascoe is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Prior to joining Van Clemens Wealth Management, he worked at Country Capital Management Co and related insurance affiliates for eight years. Pascoe is also CEO of Inspire Companies LLC, which includes independent insurance and wealth management operations under the Inspire Financial Services brand. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers customized portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a broad range of third-party managers as well as an in-house Growth Opportunities model focusing on micro- and small-cap equities.
Elliot S
CFP®, Series 65
Victoria, MN
Guardian Wealth Advisors, LLC
Elliot Syverson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at firms including All Star Financial and Tundra Technical Solutions. Prior to his financial advisory career, he spent nine years in full-time education. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative approach that incorporates both fundamental and technical analysis to manage risk and implements client strategies primarily through ETFs and mutual funds.
Matthew B
Series 66
Chanhassen, MN
CreativeOne Securities, LLC
Matthew Binstock is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Scheels and the Lafayette Club, as well as teaching positions at Minnesota State University and Mayer Lutheran High School. He is also involved with Western Lakes Financial in a licensed operational specialist capacity. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm employs project-based planning combined with ongoing asset management, utilizing fundamental and cyclical security analysis and proprietary model allocations through its CreativeOne Wealth platform.
Lawrence H
Series 66
Golden Valley, MN
The Oak Ridge Financial Services Group, Inc.
Lawrence Hauskins is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 23 years of industry experience. He holds the Series 66 designation and has been with Oak Ridge Financial Services since 2012. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, offering managed accounts and access to third-party portfolio managers. The firm emphasizes client approval for third-party selections and primarily manages accounts on a non-discretionary basis.
Brandon W
CFP®
Minneapolis, MN
Northrock Partners, LLC
Brandon Wohlrabe is a CFP® professional at NorthRock Partners, LLC with experience spanning roles at Wells Fargo and Colliers Mortgage. He has been with NorthRock since 2023. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing while offering additional services such as tax preparation and bill pay.
James E
CFP®, Series 63, Series 65
Minneapolis, MN
Thrivent Advisor Network, LLC
James Elvestrom is a financial advisor with Thrivent Advisor Network, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 33 years of industry experience. His career includes long-term roles at Thrivent Investment Management and Thrivent Financial for Lutherans, as well as Purshe Kaplan Sterling Investments. Outside of advising, he participates in client education meetings related to long-term care insurance referrals. Thrivent Advisor Network, LLC serves individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations with a long-term focused investment approach that emphasizes customized asset allocations using low-cost mutual funds, ETFs, fixed-income securities, and alternative investments. The firm is a subsidiary of Thrivent Financial for Lutherans and integrates investment and insurance product options through affiliated entities.
Walter B
Series 63, Series 65
Minnetonka, MN
Advisornet Wealth Partners
Walter Bomgren is a financial advisor with Advisornet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 65 licenses. He has 43 years of industry experience, including roles at Morgan Stanley and Cetera. Outside of his advisory work, he serves as treasurer of North Heights Lutheran Church and is president of its benevolence committee. Advisornet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios incorporating equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to meet client objectives.
Robert B
Series 63, Series 65
Golden Valley, MN
The Oak Ridge Financial Services Group, Inc.
Robert Boucher is a financial advisor at The Oak Ridge Financial Services Group, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors for 14 years. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and periodic reviews.
Aaron H
Series 65
Minnetonka, MN
Great Valley Advisor Group, LLC
Aaron Harwood is a Series 65-licensed advisor with Great Valley Advisor Group, LLC, based in Minnetonka, MN, and has two years of industry experience. His prior work includes positions at DSB Rock Island Wealth Management and ARH Financial LLC, along with nearly a decade at Fairview Health Services. Outside of advisory work, he is involved in several real estate investment ventures as a managing partner and proprietor. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers personalized portfolio construction and oversight, utilizing a range of in-house and third-party strategies along with ongoing due diligence and monitoring to align with client objectives.
Robert B
Series 65
Minneapolis, MN
Van Clemens Wealth Management, LLC
Robert Boll is a financial advisor with Van Clemens Wealth Management, LLC in Minneapolis, MN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Van Clemens, he worked at Benchmark Electronics and LaCrosse Financial Planning, among other employers. Van Clemens Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm customizes portfolios using both discretionary and non-discretionary arrangements and employs a range of methods including modern portfolio theory and fundamental and technical analysis.
Rose C
CFP®, Series 65
Eden Prairie, MN
Boulay Wealth
Rose Cummins is a CFP® and Series 65 credentialed advisor with Boulay Wealth, based in Eden Prairie, MN, with two years of industry experience. She previously worked at Notre Dame and Providence Academy. Boulay Wealth serves individual and high-net-worth clients, corporate retirement plans, charitable institutions, and foundations through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a model-portfolio approach focused on diversification, cost control, and after-tax outcomes, with integrated advisory, tax, and insurance services through affiliated entities.
Patrick S
Series 63, Series 66
Minnetonka, MN
Great Valley Advisor Group, LLC
Patrick Scherven is a financial advisor at Great Valley Advisor Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Advanced Advisor Group LLC since 2006 and EFS Advisors since 2003. Scherven Financial LLC is a pass-through entity established for tax purposes related to his services with EFS Advisors. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.
John W
CFP®
Minneapolis, MN
Northrock Partners, LLC
John Wiitala is a CFP® professional with six years of experience at NorthRock Partners, LLC and one year of prior experience with the Rochester Americans. He also worked at Ohio State University for four years. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach focusing on broad asset allocation and diversification, offering a range of financial planning and personal office services.
Theodore K
Series 63, Series 65
Bloomington, MN
Mutual of Omaha Investor Services, Inc.
Theodore Kaminski is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Mutual of Omaha since 2009. Outside of advising, Kaminski competes in fishing tournaments as a National Walleye Trail angler and serves as a taste tester for Food Perspectives, a program that donates proceeds to charity and individuals. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives using approved portfolios and discretionary management platforms.
Jeffrey M
CFP®, Series 66
Minneapolis, MN
Van Clemens Wealth Management, LLC
Jeffrey Mahoney is a financial advisor at Van Clemens Wealth Management, LLC in Minneapolis, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. He previously worked at Herbert J Sims & Co, Inc, FBL Marketing Services, and Farm Bureau. Outside of his advisory role, Mahoney serves as a compensated wrestling official and provides financial coaching to underserved widows through Wings for Widows. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, comprehensive financial planning, retirement plan consulting, and estate-planning support. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both in-house and third-party managers, with an investment approach combining modern portfolio theory, fundamental analysis, and technical analysis.
Walter P
Series 63, Series 65
Burnsville, MN
Focus Financial
Walter Pickup is a financial advisor with Focus Financial Network, Inc. in Burnsville, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Focus Financial since 1997 and owns a partial interest in the firm, serving on various committees and participating in special projects. Outside of his advisory role, he is named as a Successor Trustee for a family trust. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement plan consulting, and financial planning services with a comprehensive, individualized investment approach.
Nils E
Series 66
St Louis Park, MN
Harbour Investments, Inc.
Nils Egge is a financial advisor at Harbour Investments, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Harbour Investments since 2010, as well as at Westside Financial Services, LLC and Rita Wilczek Inc. He is also an independent insurance agent, which may include equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized strategies and offers both discretionary and non-discretionary portfolio management alongside model-based solutions.
Lucas T
CFP®
Bloomington, MN
JNBA Financial Advisors, LLC
Lucas Traxler is a CFP® professional with 12 years of experience in financial advising. He has been with JNBA Financial Advisors, LLC since 2013, including its predecessor entity, and currently works at the Bloomington, MN office. JNBA Financial Advisors provides discretionary investment management and comprehensive financial planning services to a diverse client base, including individuals, high net worth clients, and institutional accounts. The firm employs a team-based approach with specialized family office services and business consulting, utilizing a range of investment strategies and technology platforms to support portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide