Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

324 advisors near
55301

Out of 400,000+ nationwide

user avatar
firm logo

Hiedi H

CFP®, Series 63

Buffalo, MN

OSAIC

Hiedi Hendrickson is a CFP®-designated financial advisor with 26 years of industry experience, currently with OSAIC since 2024. She previously worked at Securities America Advisors Inc. and Securities America, Inc. for over two decades. In addition to her advisory role, Hendrickson owns and manages an independent insurance agency specializing in fixed insurance products, including health insurance and Medicare plans. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering a range of financial planning, brokerage, and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

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

Blake S

Series 66

Maple Grove, MN

LPL Financial

Blake Stawarz is a financial professional at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previously worked at Cetera and Creighton University, where he served as a resident advisor providing support and guidance to first-year students. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
firm logo

Derek L

Series 66

Buffalo, MN

Edward Jones

Derek Larson is a financial advisor at Edward Jones in Buffalo, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked for Suburban Manufacturing Group from 2013 to 2018. Larson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Makayla E

Series 66

Maple Grove, MN

Ameriprise

Makayla Everson is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior experience working at Domino's and the University of Minnesota-Duluth. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Lisa M

Series 66

Otsego, MN

Edward Jones

Lisa Middagh is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Military & Veterans
user avatar
firm logo

Troy B

CFP®, Series 66

Saint Michael, MN

Ameriprise

Troy Bigalke is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Ameriprise since 2005, currently based in Saint Michael, MN. Outside of his advisory role, he owns a business, Bigalke Inc., which is not related to investment activities. Ameriprise is an institutional firm offering a retirement-income planning service tailored for clients generally holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients approaching or in retirement, and delivers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Matthew M

Series 63, Series 66

Elk River, MN

LPL Financial

Matthew Marjama is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2015. Outside of his advisory role, he has worked intermittently as a laborer for Laguna Pool Plastering since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services utilizing model portfolios and research from in-house and third-party sources.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Peyton S

Series 66

Maple Grove, MN

LPL Financial

Peyton Schuler is a financial advisor with LPL Financial, holding the Series 66 designation and bringing four years of industry experience. Prior to joining LPL Financial in 2024, Schuler held roles at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Schuler’s professional background also includes experience outside finance, with positions at LifeTime Fitness, Amazon, and academic roles at the University of St. Thomas and Parnassus Preparatory School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and advanced technologies.

College savings (529s, UTMA, etc.)
firm logo

Cole D

Series 66

Otsego, MN

Edward Jones

Cole Dahl is a Series 66-licensed financial advisor with Edward Jones, based in Otsego, MN, and has three years of industry experience. Prior to joining Edward Jones, he worked at The Bank of Elk River, Marshall County State Bank, and Northwestern Mutual. Outside of his advisory work, he serves as a part-time assistant basketball coach at Elk River High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Thomas J

PFS™, Series 63

Maple Grove, MN

Ameriprise

Thomas Jenson is a financial advisor with Ameriprise, holding the PFS™ designation and Series 63 license, with 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, Jenson is involved in tax preparation and serves as treasurer on a board of directors. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Garrett F

CFP®, ChFC®, Series 63, Series 65

Maple Grove, MN

LPL Financial

Garrett Freitag is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, he worked for National Planning Corporation from 2005 to 2017. He is also co-owner of a real estate rental business and acts as a health care agent for a family member. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement consulting services.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Derek R

Series 63

Maple Grove, MN

OSAIC

Derek Ready is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 63 designation and previously worked for Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisor focusing on financial planning and investment management. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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

Connor F

Series 66

Maple Grove, MN

Fidelity

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, TCF Financial Corporation, Vista Outdoor Inc, NorthStar Glass Industries Inc, United Parcel Service, and US Bank. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

David P

Series 63

Elk River, MN

Cetera

David Pederson is a financial advisor with Cetera and holds a Series 63 designation. He has 48 years of industry experience and has held prior roles at Midwest Wealth Advisors, North Star Consultants, Securian Financial Services, Minnesota Life Insurance Co., and C.R.I. Securities. Outside of his advisory work, he is the owner of Midwest Wealth Advisors and has been involved in fixed insurance sales through North Star Consultants and Balanced Planning Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and affiliated third-party managers.

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

Christopher P

Series 63

Maple Grove, MN

LPL Financial

Christopher Patnode is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation. Outside of advisory work, he is the owner and manager of Mills Siding and Roofing, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Adam G

CFP®, ChFC®, Series 63, Series 65

Maple Grove, MN

LPL Financial

Adam Grantham is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. His prior roles include positions at Associated Bank, TIAA-CREF, Waddell & Reed, and AAGI, Inc. Additionally, he is involved with The Grantham Group, INC, a business entity unrelated to investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jeffrey R

Series 66

Albertville, MN

Edward Jones

Jeffrey Raiche is a financial advisor at Edward Jones in Albertville, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently has experience with Dominos Pizza since 2013. 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 through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Todd S

Series 66

Maple Grove, MN

Cetera

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

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

Denver C

Series 66

Buffalo, MN

Edward Jones

Denver Colgrove is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. His work history includes positions at Osaic and Fish & Richardson, as well as prior employment outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of 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 affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Founder/Business Owner Oil & Gas
user avatar
firm logo

Richard M

Series 63, Series 65

Anoka, MN

Cetera

Richard Mussell is a financial advisor at Cetera with Series 63 and Series 65 licenses and over 56 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding involvement with Northwestern National Life Insurance Co. and his own Dick Mussell Agency. He is also active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with various investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) 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")