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Kyle D
Series 63, Series 65
Bismarck, ND
Ameriprise
Kyle Drovdal is a financial advisor with Ameriprise in Bismarck, ND. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2026. His prior work experience includes roles at Northwestern Mutual and various local businesses. He is also involved with LFP Consulting, LLC, where he works as a paraplanner. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and an algorithmic approach to retirement income planning.
Pamela N
Series 66
Bismarck, ND
Thrivent Investment Management
Pamela Nieuwenhuis is a financial advisor at Thrivent Investment Management with two years of experience at the firm and a total of nearly 10 years in the financial industry. She holds the Series 66 designation and has prior experience with First Western Bank & Trust and Railway Credit Union. Pamela serves as a volunteer board member and worship team member at Journey Fellowship Church in Bismarck. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses a broad range of topics and allows clients to combine planning with managed accounts under consolidated billing options.
Robin S
Series 63, Series 66
Bismarck, ND
Raymond James Financial
Robin Schaner is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Raymond James Financial since 1999 and currently operates out of Bismarck, ND. Schaner serves on the advisory board of Miller Holdings as an outside member. 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 clients. The firm offers tailored non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through its advisory programs and affiliated advisory firms.
Karla B
Series 63, Series 65
Bismarck, ND
LPL Financial
Karla Brown is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including ICA Group Wealth Management, First International Bank, and Northwestern Mutual Investment Management. Outside of her advisory role, she is involved in a non-variable insurance agency. 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 through a large network of advisors, utilizing both proprietary and third-party investment strategies.
Trevor O
Series 66
Bismarck, ND
Thrivent Investment Management
Trevor Opp is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2019. Outside of his advisory role, he serves as Vice President of the Ridge at Hawktree Homeowners Association in Bismarck, ND. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial topics. The firm offers planning engagements as one-time or ongoing services without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.
Steven R
Series 66
Mandan, ND
Cetera
Steven Richard is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securian Financial Advisors of North Dakota and Lux Wealth Advisors. In addition to his advisory role, he is a licensed insurance agent and owner of an accounting and CPA business. Richard also serves on the advisory board of Easter Seals Goodwill ND, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
John A
Series 66
Bismarck, ND
Wells Fargo Clearing
John Adams is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Bismarck, ND, and has 23 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in managing family-owned investment properties in North Dakota. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.
Dylan F
Series 65, Series 63
Bismarck, ND
Ameriprise
Dylan Fleck is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. He has worked at Ameriprise since 2021 and has held various roles outside finance, including positions at Texas Road House and West Fargo Public School. In addition to his advisory role, he is involved with LFP Consulting LLC, assisting advisors with daily workflow and client meetings. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.
Perry A
Series 66
Bismarck, ND
Edward Jones
Perry Andrisen is a financial advisor with Edward Jones in Bismarck, ND, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Dakota Junior Golf Association, where he consults on golf instruction programs. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Vanessa M
Series 66
Bismarck, ND
Edward Jones
Vanessa Martell is a financial advisor with Edward Jones in Bismarck, ND, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Steven F
Series 66
Bismarck, ND
OSAIC
Steven Felchle is a financial advisor with OSAIC, holding a Series 66 designation and 27 years of industry experience. He previously worked with Securities America Advisors and SECURITIES AMERICA, inc. from 2016 to 2024. Outside of advising, he owns and operates Felchle Farms, Inc., a farming business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and automated rebalancing, offering portfolios that include a range of asset classes managed on discretionary or non-discretionary bases.
Aiden H
Series 66
Mandan, ND
Thrivent Investment Management
Aiden Hoff is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at Gate City Bank, NISC, and education-focused positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.
James B
Series 63, Series 65
Bismarck, ND
STIFEL
James Behrendt is a financial advisor at Stifel with Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Stifel since 2009 and previously held positions at UBS Financial Services and Piper Jaffray Inc. He is based in Bismarck, ND. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services guided by a proprietary methodology developed by its Investment Strategy Group, focusing on asset allocation and financial planning analyses.
Alexis L
Series 66
Bismarck, ND
Ameriprise
Alexis Larson is a financial advisor at Ameriprise with nine years of industry experience. Prior to joining Ameriprise in 2024, Alexis worked at Edward Jones for seven years and at HopperZ Inc for four years. Outside of advising, Alexis is a co-owner of Evert Engineering LLC, a non-investment-related business. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, emphasizing assets held in Ameriprise Managed Accounts.
Thomas N
Series 63, Series 65
Bismarck, ND
STIFEL
Thomas Nagel is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel, Nicolaus & Company, Incorporated since 2009. Outside of his advisory role, he is involved in agricultural activities, managing a family farm that raises various livestock and produces garden goods, and serves on the board of directors for the Catholic Foundation of Western North Dakota. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group, providing analysis and guidance used as a foundation for client decisions.
Cassandra C
Series 63, Series 66
Bismarck, ND
Wells Fargo Clearing
Cassandra Conover is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked with Wells Fargo Bank NA since 2014 and Wells Fargo Clearing Services LLC since 2017. Outside of her advisory role, she works part-time as a bartender at Blarney Stone Irish Pub in Bismarck, ND. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.
Gary B
Series 63, Series 65
Bismarck, ND
OSAIC
Gary Berube is a financial advisor with OSAIC in Bismarck, ND, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for Securities America Advisors and Securities America, Inc. for 13 years. Outside of advising, he serves as a notary public and is involved in insurance sales through his sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and utilizes asset-allocation tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.
Jesse S
CFP®, Series 66
Bismarck, ND
Morgan Stanley
Jesse Sailer is a financial advisor with Morgan Stanley in Bismarck, ND, holding CFP® and Series 66 designations and having three years of industry experience. He previously worked at Bremer Bank, N.A. for nine years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns and operates Hearth Properties, LLC, a real estate business focused on property management. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a variety of investment and planning services.
Andrew B
Series 66
Bismarck, ND
Edward Jones
Andrew Brostrom is a financial advisor at Edward Jones in Bismarck, ND, with one year of industry experience. He holds a Series 66 designation and previously worked for The Kroger Company for 14 years. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.
Jason N
CFP®, Series 66
Bismarck, ND
Edward Jones
Jason Naas is a CFP® professional with 17 years of experience in the financial services industry, all of which have been with Edward Jones. He is based in Bismarck, ND, and holds the Series 66 designation. Naas has worked exclusively at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services under a fiduciary standard.
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Finding advisors...
198 advisors near
58554
within the area shown on the map
Out of 400,000+ nationwide