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142 advisors near
55005
within the area shown on the map
Out of 400,000+ nationwide
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.
Joseph N
Series 66
Wyoming, MN
Edward Jones
Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 and investment solutions through a nationwide network of financial advisors.
Brandon N
CFP®, Series 66
Wyoming, MN
Edward Jones
Brandon Neumann is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Neumann was previously the owner of a marketing business called Twin Cities SuddenValues, which he sold and from which he receives monthly compensation. 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 options supported by a large network of financial advisors and branch offices nationwide.
Matthew L
Series 65, Series 63
Forest Lake, MN
Ameriprise
Matthew Lemay is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at 1834 Investment Advisors Co., Old National Bank, and Mutual of America Life Insurance Company. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Arron W
Series 66
Isanti, MN
Edward Jones
Arron Walburg is a financial advisor at Edward Jones in Isanti, MN, with two years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Bank NA for 12 years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million accounts and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.
Sandra G
Series 66
Wyoming, MN
Fidelity
Sandra Ganske is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. She has worked at Fidelity Investments since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2011 to 2022. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of portfolios.
Travis F
Series 66
Saint Francis, MN
OSAIC
Travis Fisher is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Outside of his advisory work, he is co-owner of North Metro Money Management, which provides holistic financial advice, and he serves as president of Fisher Financial Advising Inc. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, and institutional clients through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management options, employing asset-allocation tools and third-party platforms to tailor investment strategies.
Sophey S
Series 63, Series 65
Forest Lake, MN
Thrivent Investment Management
Sophey Stepanek is a financial advisor with Thrivent Investment Management in Forest Lake, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020. Prior to her advisory career, she was employed at the University of Minnesota and Blaine High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.
Thomas C
CFP®, Series 63, Series 65
Andover, MN
Cetera
Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.
Jack P
Series 66
Forest Lake, MN
OSAIC
Jack Puder is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Equitable Advisors and has experience in screen printing supply distribution as an assistant at Northwest Graphic Supply Co. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple account management styles, with a complex corporate structure that includes private-equity ownership and multiple merger consolidations.
Alex S
Series 63, Series 65
Cambridge, MN
LPL Financial
Alex Sutherland is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He previously worked at CUNA Brokerage Services, INC for 10 years and has been affiliated with Affinity Plus Federal Credit Union for 15 years. Outside of his advisory role, he is involved in music through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios and research.
Steven L
ChFC®, Series 63, Series 66
Ramsey, MN
Cambridge Investment Research Advisors
Steven Larson is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after a 22-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals using various portfolio management platforms and proprietary model strategies.
Andrew H
CFP®, Series 66
Forest Lake, MN
Ameriprise
Andrew Hays is a CFP® with 24 years of industry experience, currently advising at Ameriprise since 2020 following an 18-year tenure at Ameriprise Financial Services, Inc. He serves on the Board of Directors and acts as Treasurer for the Forest Lake Nordic Team Booster Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income offering is supported by a centralized service team and combines proprietary investment research with third-party data and algorithmic tools.
Christian G
CFP®, Series 66
Forest Lake, MN
Cetera
Christian Gaffy is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held roles at various financial and tax service firms since 2015 and has been involved in coaching and mentoring ice hockey goalies through multiple hockey academies and local associations for over seven years. He also serves on the finance council for a local church and school, advising on budget and facilities management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a variety of program structures.
Hannah N
Series 66
Wyoming, MN
Edward Jones
Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.
Steven S
Series 66
Cambridge, MN
Edward Jones
Steven Schwarzbauer is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as chief manager for a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of advisory programs and investment solutions under a fiduciary standard.
Jeremiah S
Series 66
Cambridge, MN
Thrivent Investment Management
Jeremiah Sedler is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and having 10 years of industry experience. He has been with Thrivent Financial since 2015. Outside of his advisory role, Sedler serves on the Isanti County Planning Commission and is a board member of Reckless Abandon Ministries. 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-account programs while keeping these services separate.
Keith L
Series 66
Isanti, MN
Edward Jones
Keith Lantta is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 25 years at Sysco Minnesota. Outside of his advisory role, he manages agricultural land rental in Vance Creek, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Luke T
Series 63, Series 65
Andover, MN
Thrivent Investment Management
Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.
Jacob C
Series 66
Isanti, MN
Edward Jones
Jacob Chesla is a financial advisor at Edward Jones in Isanti, MN, with eight years of industry experience. He has held his current position since 2017 and previously worked at Wells Fargo Home Mortgage from 2005 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.
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Finding advisors...
142 advisors near
55005
within the area shown on the map
Out of 400,000+ nationwide