Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

294 advisors near
55020

Out of 400,000+ nationwide

user avatar
firm logo

Ginger E

CFP®, Series 66

Rosemount, MN

Ameriprise

Ginger Ewing is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2001 to 2020. Ewing is a managing partner at Paragon Operations LLC and serves as a trustee emeritus for Widow Might as well as a trustee for the University of Northwestern, St. Paul. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides 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
firm logo

Kellee A

Series 63, Series 66

Lakeville, MN

Edward Jones

Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Women Professionals
user avatar
firm logo

Adam E

Series 66

Lakeville, MN

Cambridge Investment Research Advisors

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Marc K

Series 63, Series 65

Apple Valley, MN

LPL Financial

Marc Kenville is a financial advisor with LPL Financial based in Apple Valley, MN, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Wings Financial Credit Union since 2014 and was previously with CUNA Brokerage Services, Inc. from 2014 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and a broad set of financial services alongside its advisory platform.

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

Kurt B

Series 66

Rosemount, MN

Cambridge Investment Research Advisors

Kurt Bester is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of financial advising, he is involved in agricultural business through EF Bester Farms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models with access to unaffiliated managers, and includes unique institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Jason H

Series 66

Jordan, MN

Edward Jones

Jason Hombach is a financial advisor with Edward Jones in Jordan, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Graham K

Series 66

New Prague, MN

Ameriprise

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, 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

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.

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

Gavin K

Series 63, Series 65

Burnsville, MN

Thrivent Investment Management

Gavin Kroener is a financial advisor at Thrivent Investment Management based in Burnsville, MN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Jamba Juice and was involved with the U.S. Soccer Federation Referee Program. 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 and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Christopher J

Series 66

Burnsville, MN

Thrivent Investment Management

Christopher Johnson is a financial advisor at Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash and the University of Minnesota-Twin Cities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without portfolio management or discretionary authority, and allowing clients to integrate planning with managed accounts through its WealthPlan option.

Business ownership considerations
user avatar
firm logo

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Anthony G

Series 63, Series 65, Series 66

Burnsville, MN

Thrivent Investment Management

Anthony Grgas is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds Series 63, Series 65, and Series 66 designations and has been with Thrivent since 2025. Prior to joining Thrivent, his background includes roles at Lexis-Nexis, Stahlke Bus, Wolters Kluwer, and LegalShield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm focuses on holistic, goal-based financial planning without discretionary trading authority and offers clients the option to combine planning with managed accounts through its WealthPlan consolidated billing program.

Business ownership considerations
firm logo

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.

Charitable giving tax strategies Charitable giving & philanthropy General estate planning guidance Inheritance planning Retirement income strategy Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
user avatar
firm logo

Emily M

Series 66

Burnsville, MN

Thrivent Investment Management

Emily Milton is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she worked in various positions in the hospitality industry from 2014 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program.

Business ownership considerations
user avatar
firm logo

Daniel F

Series 63, Series 65

Prior Lake, MN

OSAIC

Daniel Fouberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he is involved as the statutory agent for a corporation that transacts life insurance and fixed annuity sales and serves as a general partner in a family partnership. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, using asset-allocation tools and automated rebalancing to manage portfolios that may include a range of investment types.

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

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.

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

Kyle K

CFP®, ChFC®, Series 63, Series 65

New Prague, MN

Ameriprise

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

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

Christopher C

Series 66

New Prague, MN

Ameriprise

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

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

Mark B

CFP®, Series 63

Burnsville, MN

LPL Financial

Mark Booth is a CFP® professional affiliated with LPL Financial, bringing 17 years of industry experience. He has worked at LPL Financial since 2019 and previously spent eight years with Mass Mutual Investors Services and has a longstanding affiliation with MassMutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 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

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired 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 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”)