Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,832 advisors near
55318

Out of 400,000+ nationwide

user avatar
firm logo

Benjamin S

Series 63, Series 65

Wayzata, MN

Rocket Capital Management, L.L.C.

Benjamin Scheibe is a financial advisor at Market Gauge Asset Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Market Gauge since 2022. Prior to that, he was with Rocket Capital Management and Feltl and Company. He also serves as Senior Vice President of Investments at Rocket Capital Management. Market Gauge Asset Management is a six-advisor team providing discretionary portfolio management to individual and institutional clients, as well as sub-advisory and model services to TAMPs and third-party managers. The firm employs proprietary, tactical, rules-based strategies that integrate fundamental, technical, quantitative, and qualitative analysis.

Active portfolio management Founder/Business Owner
user avatar
firm logo

Eric M

CFP®, Series 63, Series 65

Plymouth, MN

GEN Financial Management Inc.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner
user avatar
firm logo

Mark C

CFA®, Series 63, Series 65

Bloomington, MN

Trademark Financial Management, LLC

Mark Carlton is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Trademark Financial Management, LLC since 2000 and previously worked at O'Brien and Associates, Inc. from 2019 to 2020. Trademark Financial Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach using proprietary portfolio models and both fundamental and technical analysis to manage discretionary and non-discretionary accounts.

Wealth management Active portfolio management Private / alternative investments
user avatar
firm logo

Gregory K

CFA®, Series 63

Eden Prairie, MN

Provenire Capital LLC

Gregory Konezny is a CFA® charterholder with eight years of industry experience. He has been with Provenire Capital LLC since 2013. Provenire Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors, managing approximately $65.5 million in regulatory assets. The firm focuses on technology, media, and telecommunications sectors through long-short and long-only equity strategies, utilizing fundamental research and derivative instruments for portfolio construction and risk management.

Options & derivatives strategies Concentrated stock management Private / alternative investments Active portfolio management
user avatar
firm logo

Gregory R

Series 63, Series 65

Wayzata, MN

Bannerstone Capital

Gregory Robillard III is a financial advisor at Bannerstone Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bannerstone Capital Management LLC since 2008. Outside of his advisory work, he is involved in music as a member of the rock band Maeflies and owns Finger Mullet Music, a music publishing company. Bannerstone Capital Management is an employee-owned firm serving affluent individual clients with customized, equity-focused portfolio management on a fee-only, discretionary basis. The firm employs a blend of fundamental and technical analysis alongside behavioral economics insights, managing portfolios that may include concentrated equity positions, short sales, and tailored mandates.

Active portfolio management ESG / Sustainable investing Retired
user avatar
firm logo

Ryan N

Series 66

St. Louis Park, MN

Captar Private Wealth

Ryan Norman is a Series 66-licensed financial advisor at Captar Private Wealth with three years of industry experience. His background includes roles at Principal Securities Inc and Piprude Financial, as well as involvement with FHIT Hockey and Dark Horse Athletics LLC. Captar Private Wealth advises individual and high-net-worth clients through ongoing portfolio management and financial planning, utilizing a range of analytical methods and discretionary trading strategies tailored to client-specific investment policy statements.

Options & derivatives strategies Annuities
user avatar
firm logo

Suzanne M

Series 63, Series 66

Hopkins, MN

Total Wealth Advisors, LLC

Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.

General retirement planning Cash flow / budgeting Options & derivatives strategies
user avatar
firm logo

Ashley R

CFP®, Series 63

Plymouth, MN

Great River Financial

Ashley Reiter is a CFP® with seven years of industry experience and currently serves as the sole advisor at Great River Financial in Plymouth, MN. Her prior roles include positions at Strategic Blueprint, Merino Wealth Management, and Gw Financial. She also works part-time as a financial planner and consultant for Delegated Planning Company. Great River Financial provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm focuses on strategic asset allocation and diversification using both active and passive strategies, with portfolios constructed from ETFs and mutual funds selected for holdings, liquidity, and tax efficiency.

Business sale tax planning Retirement withdrawal strategies Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar
firm logo

Arnold A

Series 63, Series 65

Edina, MN

Abens Financial Services Inc

Arnold Abens Jr. is a financial advisor at Abens Financial Services Inc. with 30 years of industry experience. He has been with Abens Financial Services since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on several advisory boards and owns a farm and an assisted living business. Abens Financial Services manages approximately $120 million across about 93 client relationships, providing discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm employs fundamental, technical, and sentiment analysis to guide investment decisions and uses a range of strategies including margin transactions and derivatives, with portfolios commonly including equities, mutual funds, ETFs, private equity, and limited partnership investments.

Private / alternative investments Equity compensation tax strategy Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

John H

Series 63, Series 65

Wayzata, MN

Rocket Capital Management, L.L.C.

John Hurd is a financial advisor with Rocket Capital Management, L.L.C. in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Rocket Capital Management since 2003. Outside of his advisory role, he is an investor in Butterdog Productions, a music recording company. Rocket Capital Management provides discretionary portfolio management for individuals, business owners, retirement plans, trusts, estates, and charitable organizations, and also serves as a sub-advisor to other brokerage and advisory firms. The firm focuses on small-cap growth equities using a proprietary methodology that combines technical and fundamental analysis to select a concentrated portfolio of high-growth stocks.

Active portfolio management Founder/Business Owner
user avatar
firm logo

Todd K

Series 66

St. Louis Park, MN

Captar Private Wealth

Todd Kelzenberg is a financial advisor at Captar Private Wealth with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Investment Management and Ameriprise. Kelzenberg serves on the Board of Directors for Minnesota State University, Mankato. Dedeker Financial, LLC, where he is also affiliated, provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach using multiple analysis methods and typically manages client assets through Fidelity custody.

Options & derivatives strategies Annuities
user avatar
firm logo

Brendan R

CFP®

Minnetonka, MN

Money Matters

Brendan Roath is a CFP® professional with seven years of industry experience. He has worked at Money Matters, Inc. since 2018 and previously at CTB Financial Services from 2015 to 2018. He is based in Minnetonka, MN. Money Matters serves high- and middle-net-worth individuals, professionals, executives, small business owners, and their trusts, providing investment management, financial planning, tax planning, and tax return preparation. The firm combines integrated investment and tax planning with a non-discretionary investment approach, supported by a substantial in-house tax practice and multiple office locations.

General tax planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Executive Founder/Business Owner Real Estate Professional Retired Mid-Career Professionals Approaching retirement
user avatar
firm logo

Austin L

CFP®

Minnetonka, MN

Kingdom Legacy Advisors

Austin Lindberg is a CFP® professional with one year of experience at Kingdom Legacy Advisors and eight years at Whiting & Associates, Inc. He also worked at Normandale Community College for two years. Kingdom Legacy Advisors provides investment advisory and financial planning services to individuals, high net worth clients, corporations, and charitable organizations. The firm offers discretionary asset management and customized financial planning, focusing on tailored investment strategies and quarterly account reviews.

Annuities
user avatar
firm logo

Jeffrey F

Series 63, Series 65

Minnetonka, MN

Quantitative Asset Management, LLC

Jeffrey Farni is a financial advisor with Quantitative Asset Management, LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Quantitative Asset Management since 2007. Outside of his advisory role, Farni serves as chairman and owner of Hart Skis Inc. Quantitative Asset Management provides discretionary asset management services to individuals, trusts, estates, and business entities, managing approximately $187 million across about 153 clients. The firm employs a combination of fundamental, technical, and charting analysis to develop customized investment strategies.

Active portfolio management Options & derivatives strategies
user avatar
firm logo

Jason G

CFP®, CFA®, Series 65

Excelsior, MN

Excelsior Investors

Jason Good is a CFP®, CFA®, and holds a Series 65 license with 16 years of industry experience. He is the sole advisor at Excelsior Investors, where he has worked since 2009. Excelsior Investors serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, as well as financial planning and consulting. The firm employs a fundamental analysis-based investment process using mutual funds, ETFs, individual equities, and fixed income securities, and manages approximately $242 million in discretionary assets with a single principal.

Real estate investing
user avatar
firm logo

Michael U

CFP®, Series 66

Wayzata, MN

360 Financial

Michael Urch is a CFP® professional with 12 years of industry experience, currently serving as an advisor at 360 Financial in Wayzata, MN. His prior experience includes roles at Brown Wealth Management, LLC and MD Financial / Vestment Financial. 360 Financial advises individuals, retirement plan sponsors, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $700 million in regulatory assets and emphasizes individualized account supervision, employing a range of investment strategies from long-term holdings to options and shorter-term trading.

Options & derivatives strategies General tax planning Charitable giving & philanthropy
user avatar
firm logo

Jaron K

Series 65

Eden Prairie, MN

The Wealth Group Austin B. Colby & Associates

Jaron Kissner is a Series 65 licensed advisor with The Wealth Group – Austin B. Colby & Associates in Eden Prairie, MN, where he has worked since 2021. He has eight years of prior experience at Torrch. The Wealth Group – Austin B. Colby & Associates serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, consulting, and managed-account services. The firm uses asset-allocation frameworks combined with techniques such as dollar-cost averaging and technical analysis, and it employs third-party aggregation platforms to manage held-away retirement assets.

Annuities General estate planning guidance
user avatar
firm logo

Chad L

Series 63, Series 66

Eden Prairie, MN

Strategic Wealth Group

Chad Lea is a financial advisor at Strategic Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Strategic Wealth Group, Running Management Group, and LPL Financial since 2019. Prior to that, he worked at FBL Marketing Services for several years. Strategic Wealth Group provides discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advisory services to individuals, retirement plans, trusts, and other entities. The firm employs fundamental and technical analysis to develop client strategies, utilizes sub-advisors and third-party platforms, and manages over $1.5 billion in discretionary assets.

Income planning Retirement income strategy Long-term care insurance Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive Self-Employed
user avatar
firm logo

Jon J

CFP®, Series 63, Series 65

Minnetonka, MN

E Wealth Partners

Jon Jandro is a CFP® professional with 12 years of industry experience. He is currently with E Wealth Partners and has previously worked at LPL Financial, LLC, Great Valley Advisor Group, Inc., and LoCorr Distributors. He also owns and operates VRWA LLC DBA Valley Ridge Wealth, providing investment advisory, insurance sales, and tax preparation services. E Wealth Partners is an SEC-registered advisory firm with a five-advisor team managing approximately $218.7 million for a diverse client base including individuals, corporations, and municipal entities. The firm employs a Modern Portfolio Theory approach focusing on diversified portfolios of low-cost mutual funds and ETFs, emphasizing asset-class allocation, tax efficiency, and regular portfolio reviews.

General tax planning Retirement income strategy College savings (529s, UTMA, etc.) Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Self-Employed
user avatar
firm logo

John W

Series 65

Minnetonka, MN

Legacies Wealth LLC

John Witcraft is an advisor at Legacies Wealth LLC in Minnetonka, MN, holding a Series 65 designation with two years of industry experience. Prior to joining Legacies Wealth, he worked at Colliers Mortgage and has experience at the University of St. Thomas and Chanhassen High School. Legacies Wealth LLC provides wealth-management services to individuals, trusts and estates, charitable organizations, and high-net-worth clients, offering financial planning, tax and consulting services alongside discretionary and non-discretionary portfolio management. The firm constructs portfolios using asset-allocation models based on capital-market assumptions and client-specific time horizons, typically investing in mutual funds, ETFs, individual securities, REITs, and privately placed vehicles.

Retirement income strategy General tax planning Wealth management Charitable giving & philanthropy Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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")