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Renata K
Series 65
Plymouth, MN
Berger Financial Group
Renata Krieger is a financial advisor at Berger Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Berger Financial Group, she held roles at Bethel University, Life Time Inc., Northwestern Mutual, North Central University, Western Racquet Club, and Pewaukee High School. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning using long-term investment strategies developed by its Investment Committee.
Ross M
Series 63
Bloomington, MN
ON Investment Management CO
Ross Middleton is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 28 years of industry experience. He has worked with The O.N. Equity Sales Company since 2002 and Woodmen Acc & Life since 1996. Outside of investment advising, Middleton is also licensed as an insurance agent, selling life, disability, and fixed annuity products. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary management options and utilizes a dual-registration model integrating broker-dealer activities.
Rebekah Q
Series 63
Minnetonka, MN
Arkadios Wealth Advisors
Rebekah Quinlan is a financial advisor at Arkadios Wealth Advisors with 26 years of industry experience. She holds a Series 63 designation and has worked previously at Everest Financial Group and Securities America, Inc. Quinlan is also involved with NGC Global Wealth Management, an investment-related business in Minnetonka, MN. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans supported by an internal portfolio team and employs a mix of fundamental, technical, and cyclical analysis, incorporating both advisor-managed and third-party managed solutions.
Mary B
CFP®, Series 63
Minneapolis, MN
Capital Analysts
Mary Beseke is a CFP® professional with 33 years of industry experience, currently with Capital Analysts in Minneapolis, MN. Her career includes roles at Bryan Ventures, Inc., Lincoln Investment, Aag Securities, Inc., and United Brokerage Services, where she also serves as Vice President of Marketing. Beseke is involved in insurance services, including annuity and life sales, as well as recruiting and marketing for insurance representatives. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm utilizes discretionary and non-discretionary portfolio management with an in-house Investment Management & Research team and offers a range of advisory and customized investment solutions.
Elizabeth O
Series 63, Series 66
Minneapolis, MN
49 Financial
Elizabeth Odegaard is a financial advisor at 49 Financial with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Thrivent Investment Management. Outside of her advisory role, she is a member-owner of Broken Clock Brewing Cooperative, a local brewery in Minneapolis. 49 Financial serves a diverse client base ranging from individuals to corporations, offering services such as financial planning, investment management, and fractional family office solutions. The firm employs a disciplined, long-term investment approach based on Modern Portfolio Theory and oversees a multi-team advisory staff managing approximately $1.4 billion in assets.
Alissa T
Series 65, Series 63
Minneapolis, MN
Focus Financial
Alissa Tinklenberg is a financial advisor at Focus Financial with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual and Cargill Inc. Outside of her advisory role, she has been involved with Hopkins Hurricanes since 2024. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities. The firm offers personalized investment advice and financial planning through various management and platform options, emphasizing coordination with other professionals for estate planning and detailed operational disclosures.
Richard B
Series 63, Series 65
St. Louis Park, MN
Balefire, LLC
Richard Bjorklund is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at VisionPoint Advisory Group, LPL Financial, and Principal Life Insurance Company. He is also a partner at Fuse Partners, LLC, which operates as VisionPoint Advisory Group. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy with oversight from an Investment Committee, utilizing a range of investment vehicles and sub-advisors to tailor portfolios to client goals.
Jay D
Series 63, Series 65
Minneapolis, MN
ON Investment Management CO
Jay Dworsky is a financial advisor with ON Investment Management Company in Minneapolis, MN, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked with ONIMCO since 2013 and is also involved with Wisconsin Financial Advisors LLC and Ohio National Financial Services. Outside of investment advisory, he serves as a board member for Fraser and is engaged in life insurance sales through his own firm, Dworsky Agency. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm provides both discretionary and non-discretionary management options and maintains a dual-registration model, combining advisory services with broker-dealer activities.
Timothy S
Series 63, Series 66
Minnetonka, MN
AdvisorNet Wealth Partners
Timothy Sigstad is a financial advisor with AdvisorNet Wealth Partners in Minnetonka, MN, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His career includes prior roles at Cetera Wealth Services and Caissa Wealth Strategies. Outside of financial advising, Sigstad works part-time as a realtor assisting a family real estate team. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using various asset classes and sub-advisors, offering both discretionary and non-discretionary services.
Steven K
Plymouth, MN
Berger Financial Group
Steven Klane is a financial advisor at Berger Financial Group with 12 years of industry experience. He previously operated Klane Wealth Management, LLC for 18 years before joining Berger Financial Group in 2024. Berger Financial Group serves individuals, high-net-worth families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers wealth management, comprehensive financial and retirement planning, income tax planning, succession planning, and retirement-plan consulting through its affiliate Quorom, employing proprietary, long-term investment strategies primarily managed on a discretionary basis.
Douglas G
Series 66, Series 65
Bloomington, MN
Guardian Wealth Advisors, LLC
Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He has previously worked at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of advising, he serves as treasurer for Faith Homes and works as a Medicare agent helping clients assess and enroll in Medicare plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.
Steven K
Series 63, Series 65
Golden Valley, MN
The Oak Ridge Financial Services Group, Inc.
Steven Kittay is a financial advisor at The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 27 years before joining Oak Ridge in 2022. The Oak Ridge Financial Services Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients. The firm serves both high-net-worth and non-high-net-worth households, offering managed accounts, access to third-party portfolio managers, and comprehensive or segmented financial plans.
Kevin W
Series 63, Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Kevin Welu is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 39 years of industry experience. His career includes roles at Lion Street Advisors, LPL Financial, and Wealth Management Center. Outside of his advisory work, he owns KJ Welu Enterprises Inc., an S corporation established for tax purposes. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation through model portfolios, third-party managed programs, and integrates multidisciplinary planning via its parent company to tailor investment and planning solutions.
Emily S
Series 63
Minneapolis, MN
Riverbridge
Emily Soltvedt is a financial advisor at Riverbridge with 12 years of industry experience. She holds a Series 63 designation and has worked at Riverbridge Partners since 2009, including a period at IMST Distributors, LLC from 2013 to 2018. Riverbridge Partners, LLC provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm follows a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.
Mark R
Series 63
Lakeville, MN
Gateway Wealth Partners, LLC
Mark Reichow is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Advisers' Pride, Inc. and LPL Financial. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.
Elizabeth F
Series 65
Edina, MN
Curi Capital, LLC
Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential. She joined the firm in 2025 and has less than one year of industry experience. Prior to her advisory role, she was a full-time student for over two decades. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.
Samuel R
CFP®, ChFC®, Series 63
Edina, MN
IHT Wealth Management LLC
Samuel Rouman is a CFP® and ChFC® with 10 years of industry experience. He has been with KDV Wealth Management since 2014. He also serves as an adjunct instructor at the University of St. Thomas. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios across various asset classes and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.
Ryan J
Series 65
Minneapolis, MN
CliftonLarsonAllen Wealth Advisors, LLC
Ryan Jones is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN. He holds a Series 65 designation and has two years of industry experience. Prior to joining CliftonLarsonAllen, Jones worked in various roles including positions at Altru Health Systems and the University of North Dakota. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management with tactical adjustments reviewed by an Investment Committee.
Trenton K
Series 63, Series 66
Minneapolis, MN
Focus Financial
Trenton Kerr is a financial advisor at Focus Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Focus Financial since 2014. Kerr also provides investment support within the Focus Financial Network. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, retirement consulting, and financial planning services.
Zechariah S
CFP®, Series 65, Series 63
Minneapolis, MN
Focus Financial
Zechariah Schaefer is a CFP® professional with six years of experience in the financial industry, currently affiliated with Focus Financial in Minneapolis, MN. He has worked with several firms including OSAIC and Selective Wealth Management and is also an instructor for insurance and financial industry courses at Kaplan Financial Education. Outside of finance, Zechariah creates and sells artwork. Focus Financial Network serves a diverse client base ranging from individual investors to corporate entities, offering managed account services, financial planning, and retirement plan consulting. The firm emphasizes personalized investment advice and coordinates with other professionals for estate planning and related legal or tax services.
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5,585 advisors near
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within the area shown on the map
Out of 400,000+ nationwide