Overwhelmed by options?
Answer a few questions to see advisors matched to you.
179 advisors near
55092
within the area shown on the map
Out of 400,000+ nationwide
Carrie A
Series 63, Series 66
Lino Lakes, MN
OSAIC
Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, she worked for Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she operates a blog called The No Trauma Zone, which focuses on alleviating trauma response and stress-related illnesses. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes.
Chad O
Series 63, Series 65
Forest Lake, MN
LPL Financial
Chad Olson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with LPL Financial and its predecessor firm since 2001. Outside of his advisory role, Olson is associated with Wealth Management Midwest, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
Elizabeth S
Series 66
Forest Lake, MN
Ameriprise
Elizabeth Staples is a financial advisor with Ameriprise in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, Staples serves on the Board of Directors for Stillwater Area JO Volleyball and works as an apparel and event coordinator. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team.
Dmitry B
Series 63, Series 65
Coon Rapids, MN
Wells Fargo Clearing
Dmitry Bierker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2023 and also has experience with Wells Fargo Bank, nA. Prior to his financial services career, he worked in the automotive industry. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.
Nicholas B
CFP®, Series 66
Coon Rapids, MN
Raymond James Financial
Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.
Martin R
Series 63, Series 65
Forest Lake, MN
Cetera
Martin Rychley is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advisory work, he serves as a board member for the Forest Lake Hockey Association, overseeing youth teams. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering various investment strategies, supported by over 10,000 advisors and $256 billion in assets under management.
John A
Series 63, Series 66
Coon Rapids, MN
Raymond James Financial
John Anderson is a financial advisor at Raymond James Financial Services Advisory, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 1999. Anderson also serves as president and board member of the Wayne W. Wittman Memorial Scholarship Fund, a nonprofit organization based in Coon Rapids, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Elisa S
Series 66
Coon Rapids, MN
Ameriprise
Elisa Schaum is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns and operates a fused glass art studio, creating glass fused pieces such as plates and bowls. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.
Braden D
Series 66
Lino Lakes, MN
OSAIC
Braden Dodds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and one year of industry experience. He has prior experience at Wells Fargo Home Mortgage, where he worked for ten years. Dodds operates an investment advisory LLC, Dodds Investment Solutions, using Osaic as the broker-dealer. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset allocation tools and offering access to third-party money managers and wrap programs.
David D
Series 63
Forest Lake, MN
Ameriprise
David Drolson is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in community activities including serving as a Recreation Gym Supervisor for Forest Lake Area Schools Community Education, volunteering on the finance committee for Forest Hills Golf Club, and fundraising through the Drolson Family Foundation to support local educational scholarships and youth services. He also owns a business selling sports cards and memorabilia. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, supported by a centralized consulting team.
Daniel A
CFP®, ChFC®, Series 66
Blaine, MN
Cetera
Daniel Adams is a financial advisor with Cetera in Blaine, MN. He holds the CFP® and ChFC® designations, along with the Series 66 license, and has five years of industry experience. His career includes roles at Box Financial Advisors and AdvisorNet Financial Inc., among others. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and a range of program structures with access to third-party money managers.
Nicholas S
Series 66
Forest Lake, MN
Cetera
Nicholas Sarasin Fuller is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. His prior experience includes roles with Avantax Advisory Services and financial planning support positions at Rychley Financial Services and Tax Smart Advisory Group LLC. Outside of financial advising, he works as a swim instructor for the YMCA of the North and as a substitute teacher through Kelly Education. Cetera Investment Advisers LLC 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 portfolio management, financial planning, and access to a range of third-party managers and program structures.
Stephen S
Series 63
Lino Lakes, MN
Primerica Advisors
Stephen Schmidt is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.
Julienne E
Series 66
Blaine, MN
Thrivent Investment Management
Julienne Entinger is a financial advisor at Thrivent Investment Management with two years of experience in the industry. She holds the Series 66 designation and previously worked at Thrivent Financial and Housing First Minnesota. Outside of her advisory role, she coordinates the track and field program for the Andover Athletic Association and serves on its board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers integrated planning and managed-account options under its WealthPlan program.
Daren H
Series 66
Coon Rapids, MN
Raymond James Financial
Daren Halvorson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Moxie Wealth Management, North Star Resource Group, and Northwestern Mutual. Outside of his advisory duties, he is an associate with MissionBridge Wealth, supporting investments, insurance, and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.
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.
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.
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.
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.
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.
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...
179 advisors near
55092
within the area shown on the map
Out of 400,000+ nationwide