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141 advisors near
55070
within the area shown on the map
Out of 400,000+ nationwide
Jenny K
Series 66
Dayton, MN
Thrivent Investment Management
Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.
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.
Roger S
Series 63
Elk River, MN
OSAIC
Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and leads Special Needs Planners, which assists families with disabilities in maintaining eligibility for social services and establishing guardianship and trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.
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.
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.
Luke L
Series 66
Cambridge, MN
Ameriprise
Luke Larson is a financial advisor at Ameriprise with a Series 66 designation and eight years of industry experience. He previously worked at RiverSource Distributors Inc and Viking Meadows Golf Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves detailed recommendation reports and ongoing advice through a centralized service team in collaboration with client advisors.
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 credentials and bringing 14 years of industry experience. Prior to joining LPL Financial in 2022, he worked for a decade at CUNA Brokerage Services, INC, and has been associated with Affinity Plus Federal Credit Union since 2011. Outside of his advisory role, Sutherland is involved in music-related activities under the business name Alex Sutherland Music. 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, supported by technology and a broad network of over 22,800 advisors.
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.
Jordan R
Series 66
Elk River, MN
Ameriprise
Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.
Thomas M
Series 66
Otsego, MN
Edward Jones
Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Owenn B
Series 66
Elk River, MN
Cetera
Owenn Buchholz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has previously worked at firms including Pruco Securities LLC and The Bank of Elk River, where he also performs administrative duties such as client greetings and trade entry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.
Samuel G
Series 66
Otsego, MN
Edward Jones
Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 investment strategies and affiliated capabilities under a fiduciary standard.
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 with Edward Jones in Isanti, MN, holding a Series 66 designation and eight 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 is involved in managing an agricultural rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.
Jacob C
Series 66
Isanti, MN
Edward Jones
Jacob Chesla is a financial advisor at Edward Jones in Isanti, MN, holding a Series 66 designation with nine years of industry experience. He worked at Wells Fargo Home Mortgage from 2005 to 2017 before joining Edward Jones. 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.
David N
CFP®, Series 63
Elk River, MN
Cetera
David Nordmeier is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Midwest Wealth Advisors and Minnesota Life Insurance Company. Nordmeier is the owner of Nordmeier Financial, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered advisor that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers.
Jamie C
Series 66
Elk River, MN
Edward Jones
Jamie Carlson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Premier Marine, Cintas Corporation, and Target Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of managed strategies and affiliated investment products.
Kaden H
Series 66
Cambridge, MN
Ameriprise
Kaden Halverson is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2019. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for Vasaloppet USA. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.
Sandra Y
Series 66
Elk River, MN
Edward Jones
Sandra Yeado is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Edward Jones since 2007. 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 nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
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Finding advisors...
141 advisors near
55070
within the area shown on the map
Out of 400,000+ nationwide