Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,430 advisors near
55434

Out of 400,000+ nationwide

user avatar
firm logo

Benjamin L

Series 66

Maple Grove, MN

LPL Financial

Benjamin Long is a financial advisor at LPL Financial in Maple Grove, MN, holding a Series 66 credential with one year of industry experience. He previously worked at Long Range Financial and has experience in education through roles at Maranatha Christian Academy. 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 portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua N

Series 63, Series 65

Maple Grove, MN

LPL Financial

Joshua Nelson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, with prior roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

David E

Series 63, Series 65

New Brighton, MN

Cetera

David Edelman is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services since 2013. Outside of his advisory role, he is involved in various financial services activities including selling fixed life and disability insurance products and providing financial services to credit union members through multiple related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to both affiliated and unaffiliated investment 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

Jeremy W

Series 66

Shoreview, MN

RBC Capital Markets

Jeremy Wytaske is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer of the East Ridge Face Off Club, overseeing donation collections and payment submissions for the booster club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers customizable features such as tax management and responsible investing screens.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Rachel R

Series 63, Series 65

New Brighton, MN

Ameriprise

Rachel Repasky is a financial advisor at Ameriprise in Blaine, MN, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

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

Anthony W

Series 66

Minneapolis, MN

Cetera

Anthony Wilson is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Lincoln Financial Advisors Corporation, Ameriprise, and his own Ryan Financial Group, where he continues to serve as a financial planner. Outside of advising, he serves as Vice President of the Hibbing Curling Club’s board of directors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, serving over 10,000 advisors and approximately 800,000 clients.

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

Brett U

Series 66

Brooklyn Park, MN

Cetera

Brett Ullen is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and FBL Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services across various program structures.

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

Charles J

CFP®, Series 63

Brooklyn Park, MN

Cetera

Charles Jasicki is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and related affiliates, totaling over two decades. Outside of his advisory work, he serves as a board member of the Experimental Aircraft Association Chapter 237, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.

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

Tiffany C

Series 66

Arden Hills, MN

Ameriprise

Tiffany Castor is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise since 2019 and has held various roles in both financial services and other sectors, including positions at Pawn America and Anoka Technical College. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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

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.”

Business ownership considerations
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)