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1,428 advisors near
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Out of 400,000+ nationwide
Brian S
CFP®, Series 66
Hudson, WI
Ameriprise
Brian Soley is a CFP® with 18 years of experience currently serving as a financial advisor at Ameriprise in Hudson, WI. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Soley assists as a non-paid teaching assistant for Finance 429 at the University of Wisconsin-Eau Claire. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Cam M
Series 63, Series 65
Lake Elmo, MN
Cambridge Investment Research Advisors
Cam Mader is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He joined Cambridge in 2017 after working at Sii Investments from 2015 to 2017. Mader is also president of Mader Wealth Inc. and serves as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and trusts with financial planning, investment management, and retirement plan advisory services. Its offerings include direct portfolio management, model-based solutions, and access to proprietary and third-party strategies delivered through a nationwide network of independent financial professionals.
John R
Series 63, Series 65, Series 66
Oakdale, MN
Fidelity
J.R. Ryder is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2019. He brings over 25 years of experience in the financial services industry, specializing in wealth planning and helping clients navigate uncertain markets. His approach involves identifying risks and developing strategies to simplify clients' financial lives through unbiased financial planning and education. Prior to his current role, J.R. served as Branch Office Manager at TD Ameritrade from 2018 to 2019 and at Scottrade Financial Services from 2000 to 2018. He began his career as a Financial Consultant with Morgan Stanley Dean Witter in 1998, continuing in similar roles with Scottrade Financial Services until 2000. Outside of his professional life, J.R. has interests that include boating, football, social events with friends, spending time at the lake, caring for pets, and traveling.
Timothy H
Series 66
Stillwater, MN
RBC Capital Markets
Timothy Hansen is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s risk profile and implemented through a mix of in-house and third-party managers.
Kenton Z
Series 63, Series 65, Series 66
Mendota, MN
LPL Financial
Kenton Zeigler is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with LPL since 2018. Prior to joining LPL, he founded and has operated Zeigler Financial Services since 1985. Outside of advising, he is involved in income tax preparation through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.
Gideon N
Series 66
New Brighton, MN
Thrivent Investment Management
Gideon Ngobi is a financial advisor with Thrivent Investment Management in New Brighton, MN, holding a Series 66 designation and five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and was previously involved with the Hope Institute of Uganda for 12 years. Outside of his advisory role, he has experience managing rental properties. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of financial topics, with services that can be combined with managed accounts under a consolidated billing option called “WealthPlan.”
Patrick S
Series 65
Stillwater, MN
XYPN Sapphire
Patrick Schulte is a financial advisor at XYPN Sapphire with a Series 65 credential and one year of industry experience. He previously worked at Wanderer Financial LLC for nine years and joined Rudder Financial a year ago. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm follows a long-term, risk-based investment approach informed by Modern Portfolio Theory and offers services including discretionary portfolio management, integrated financial planning, and a pilot digital-asset management program.
Brian M
Series 63
Woodbury, MN
XYPN Sapphire
Brian Muller is a financial advisor at XYPN Sapphire with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Edward Jones and Total Wealth Advisors, LLC. Outside of his advisory role, he serves as Executive Director of the Amie Muller Foundation, a nonprofit supporting families affected by pancreatic cancer. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans, with an emphasis on long-term, risk-based allocation using diversified portfolios. The firm supports affiliated advisors through centralized back-office and compliance services and offers unique programs in digital-asset management.
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1,428 advisors near
55115
within the area shown on the map
Out of 400,000+ nationwide