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Marc K
Series 65, Series 63
Apple Valley, MN
LPL Financial
Marc Kenville is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Wings Financial Credit Union since 2014. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Zachary E
Series 66
Eagan, MN
Edward Jones
Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Kurt B
Series 66
Rosemount, MN
Cambridge Investment Research Advisors
Kurt Bester is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in agricultural activities through EF Bester Farms. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and supports both discretionary and non-discretionary management via multiple platforms and proprietary strategies.
Jeromy M
Series 63
Cannon Falls, MN
Edward Jones
Jeromy Mouw is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of the Mayo Clinic Health System in Cannon Falls, MN, and coaches wrestling for the Spirit Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.
Ryan L
Series 66
Apple Valley, MN
LPL Financial
Ryan Leum is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he has held positions at Wings Financial Credit Union and the Minnesota Vikings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.
John S
Series 63
Apple Valley, MN
Mass Mutual Investors Services
John Scheidler is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 38 years before joining MassMutual Life Insurance Company in 2016 and MassMutual Investors Services in 2017. He is also an independent insurance agent selling life, accident, health, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.
Paul M
Series 66
Eagan, MN
Edward Jones
Paul Maloney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience in construction and retail businesses. Outside of advising, he is a co-owner of Dandy Lion Coffee, a retail coffee business in Chanhassen, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Daniel H
Series 63
Hastings, MN
LPL Financial
Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with tools supporting both discretionary and non-discretionary portfolio strategies.
Keith M
CFP®, ChFC®, Series 63
Cannon Falls, MN
OSAIC
Keith Meyers is a CFP® and ChFC® with 25 years of experience in financial advising. He is currently with OSAIC, where he has worked since 2018, and has prior experience at Signator Investors, Inc. and Transamerica Financial Advisors. Meyers serves on the board of Economic Initiatives of Cannon Falls, a nonprofit that provides loans to local businesses, and is actively involved in several youth athletic organizations in Cannon Falls, including serving as president of a local amateur baseball team. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation activity, and complex affiliate network.
Jack G
Series 63, Series 65, Series 66
Lakeville, MN
Edward Jones
Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.
Royal J
CFP®, Series 63
Lakeville, MN
Ameriprise
Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.
Benjamin L
Series 66
Apple Valley, MN
LPL Financial
Benjamin Lamar is a financial advisor with LPL Financial, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked at Trafera LLC for five years and has held various positions including at Shane Co. and Colorado Christian University. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.
Amy M
Series 66
Eagan, MN
Thrivent Investment Management
Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. 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 financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Damien C
Series 63
Lakeville, MN
LPL Financial
Damien Cannaday is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 63 registration and 16 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as operating Cannaday Wealth Management and Cannaday Bloom Wealth & Insurance Solutions. Outside of his advisory work, he coaches his children’s sports teams and is a partner in an LLC that owns hunting land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches.
Christopher N
Series 66
Lakeville, MN
Edward Jones
Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Seth L
Series 63, Series 65
Northfield, MN
Cambridge Investment Research Advisors
Seth Linder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 15 years of industry experience, previously working at Securities America Advisors and Voya Financial Advisors. Outside of advising, Linder owns a retail store and serves as an independent insurance agent and notary. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management across multiple platforms.
Ronald R
Series 63, Series 65
Hastings, MN
LPL Enterprise
Ronald Robinson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various non-securities financial services.
Christopher W
Series 63, Series 66
Northfield, MN
Cetera
Christopher Weber is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cetera and its affiliated firms since 2002. Outside of his advisory role, Weber serves on the boards of the Northfield Youth Choir, St. Johns Lutheran Church of Northfield Foundation, and the Donald & Luella Zibell Family Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.
Gregory C
Series 63, Series 66
Hastings, MN
OSAIC
Gregory Collins is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Collins Wealth Management, Collins Financial Ltd, and American Portfolios Financial Services. He is the president of Collins Wealth Management and Collins Financial Ltd. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party investment strategies.
Rebecca D
Series 66
Lakeville, MN
Thrivent Investment Management
Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, while keeping planning and managed-account services distinct.
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