Overwhelmed by options?
Answer a few questions to see advisors matched to you.
1,413 advisors near
55125
within the area shown on the map
Out of 400,000+ nationwide
Eric F
Series 66
White Bear Lake, MN
Robert Baird & Co.
Eric Froistad is a financial advisor with Robert Baird & Co. in White Bear Lake, MN, holding a Series 66 designation and having 15 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.
Bradley V
CFP®, Series 63, Series 66
Stillwater, MN
LPL Financial
Bradley Vick is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial, having joined in 2024 after 22 years with Northwestern Mutual in various roles including wealth management and investment management. He is also involved in insurance brokerage activities focusing on life, health, Medicare, annuity, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Paige H
Series 66
Lake Elmo, MN
LPL Financial
Paige Hoffman is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including roles at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. Hoffman is also the owner and CFO of The Hoffman Group, a business entity she established in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Michael E
Series 63, Series 65
Lake Elmo, MN
OSAIC
Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining OSAIC in 2024. Eggert holds Series 63 and Series 65 licenses and owns Resource Financial Network, a sole proprietorship involved in the sale of life, disability, long-term care, and health insurance as well as fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of portfolio construction tools and third-party solutions.
Anne N
Series 63, Series 65
Mendota Heights, MN
Cetera
Anne Nelson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors and Cetera Wealth Services prior to her current role. Nelson is also an independent insurance agent involved in the sale of fixed insurance products through her own firm, Adams Consulting Group, LLC. 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 investment management solutions and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.
Nathan W
CFP®, Series 66
Lilydale, MN
Edward Jones
Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Diana B
CFP®, Series 63, Series 66
Saint Paul, MN
Merrill
Diana Brass is a Wealth Management Advisor with BSK Wealth Management at Merrill Lynch Wealth Management. She specializes in working closely with individuals, couples, families, and businesses to address their financial goals and concerns, helping them work toward a secure financial future. Diana focuses on developing customized financial strategies that encompass wealth management, retirement planning, portfolio management, tax minimization, and estate services. Her client engagements often involve assisting with executive compensation, family wealth management strategies, managing new wealth, and retirement income planning. With over 28 years of experience at Merrill, Diana brings extensive expertise gained from guiding clients through significant financial transitions, such as retirement, business sales, and personal life changes. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Diana earned her bachelor's degree in Business with an emphasis in Communications from the University of St. Thomas. Diana is involved in several community programs, including Adopt a Family, Feed our Starving Children, The Sandwich Project, and Valley Outreach. She enjoys spending time with her family, traveling, and has particular interests in music and supporting her children's endeavors.
Robert M
Series 63, Series 65
Shoreview, MN
RBC Capital Markets
Robert Miller is a financial advisor at RBC Capital Markets with 25 years of industry experience. He previously worked at UBS Financial Services for 19 years before joining RBC in 2025. Miller holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles and investment preferences.
Chris M
Series 66
St Paul, MN
Edward Jones
Chris Mc Clure is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Clear Channel Outdoor, Health Tech Academy, Strategic Education, Inc., and Capella University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.
John M
Series 63
Saint Paul, MN
OSAIC
John Mueller Jr. is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and over 51 years of industry experience. His prior work includes long tenures at FSC Securities Corporation and Diversified Financial Advisory Group. In addition to his advisory role, he operates Mueller Financial Group, focusing on life, annuity, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.
Thomas C
Series 66
Shoreview, MN
RBC Capital Markets
Thomas Conlin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, RBC Wealth Management, and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing tailored strategies based on clients' risk profiles and offering a variety of investment options and program structures.
Adam S
Series 63
Roseville, MN
Primerica Advisors
Adam Schutte is a financial advisor with Primerica Advisors in Roseville, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is a partner in Schutte Family Farms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.
Michael H
CFP®, Series 63
St. Paul, MN
LPL Financial
Michael Haverkamp is a CFP®-certified financial advisor with 38 years of industry experience, currently registered with LPL Financial since 2003. He is based in St. Paul, MN, and has been involved with Bridge & Branch Wealth Partners and Dakota Tax Services, providing tax preparation support and investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.
Jack W
CFP®, Series 66
New Brighton, MN
LPL Financial
Jack Wingerd is a CFP®-designated financial advisor with seven years of industry experience, currently with LPL Financial. He previously worked at Financial Dimensions Group, Inc., Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.), and The Prudential Insurance Company of America. Wingerd is also involved in a business entity named Wingerd Financial Group affiliated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by in-house and third-party research and portfolio management options.
Andrew P
Series 63, Series 65
Roseville, MN
Primerica Advisors
Andrew Paine is a financial advisor with Primerica Advisors in Roseville, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles in education at Bethel University and Edgewood Middle School, as well as involvement in youth sports through Cal South Soccer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on a range of investment models implemented via BNY Mellon Advisors.
Lexie L
Series 63, Series 65
Stillwater, MN
RBC Capital Markets
Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.
Ryan S
Series 63, Series 65, Series 66
Hudson, WI
Fidelity
Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.
Ashley W
Series 66
Lake Elmo, MN
Ameriprise
Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. 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.
Neil R
Series 63, Series 65
Saint Paul, MN
Raymond James Financial
Neil Raisanen is a financial advisor with Raymond James Financial in Saint Paul, MN, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2008. Outside of his advisory role, he operates a branch of OK Financial Inc. as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Amy B
Series 66
Stillwater, MN
RBC Capital Markets
Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.
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...
1,413 advisors near
55125
within the area shown on the map
Out of 400,000+ nationwide