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12 advisors near
55063
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Out of 400,000+ nationwide
Joshua P
CFP®, Series 66
Grantsburg, WI
Commonwealth Financial Network
Joshua Prusinski is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Wolf Tree Wealth Management. He previously worked at Edward Jones for 13 years. Outside of his advisory work, he is involved in crop farming and owns a construction equipment rental business in Grantsburg, WI. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, trading, technology, and compliance services. The firm offers both discretionary model portfolios and customizable investment solutions to retail and institutional clients.
Cade W
Series 66
Grantsburg, WI
Commonwealth Financial Network
Cade Wolfe is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential. He has one year of industry experience, including prior roles at Wolf Tree Wealth Management and State Farm Insurance. Outside of finance, Cade has experience in education and the service industry, having worked at Cornerstone Christian Academy and Chick-fil-A. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.
Samuel P
Series 66
Grantsburg, WI
Commonwealth Financial Network
Samuel Prusinski is a financial advisor with Commonwealth Financial Network holding a Series 66 designation. He has held roles with Wolf Tree Wealth Management, Scott Reid CPAs, and Clifton Larson Allen. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Silas P
Series 66
Grantsburg, WI
Commonwealth Financial Network
Silas Prusinski is a financial advisor with Commonwealth Financial Network in Grantsburg, WI. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Commonwealth, he held roles at Wolf Tree Wealth Management and Hancock Claims Consultants, and has experience working in educational settings including the University of Northwestern. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with a range of managed-account programs and access to third-party asset managers.
Julie K
Series 63
Hinckley, MN
Ameriprise
Julie Keating is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliate since 2005. Outside of her advisory role, she serves on the Mille Lacs Band Board of Corporate Commissions, contributing to small business development for Band members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with tailored retirement income planning and ongoing advice, utilizing a combination of investment research and third-party data.
Sara S
Series 63, Series 65
Pine City, MN
LPL Financial
Sara Smith is a financial advisor with LPL Financial in Pine City, MN, holding Series 63 and Series 65 credentials and 18 years of industry experience. She previously worked at Investment Centers of America and has been associated with Frandsen Bank & Trust for over two decades, where she serves as Vice President and Retail Manager. 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 asset management solutions, supported by technology tools, and oversees over $819 billion in discretionary assets across a large network of advisors.
Joshua L
Series 66
Pine City, MN
LPL Financial
Joshua Lartch is a financial advisor with LPL Financial in Pine City, Minnesota, holding a Series 66 credential and four years of industry experience. He has worked with Frandsen Bank & Trust since 2018 and previously was involved with Innovative Egress Windows, Inc. Since 2018, Lartch has served as a director on the board of the Pine County Agricultural Society, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies and institutional platforms.
Ashley H
Series 66
Pine City, MN
Ameriprise
Ashley Hartman is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2007. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.
Evan P
Series 66
Rush City, MN
Cetera
Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Prior to his advisory role, he served nine years with the Department of Defense and currently maintains involvement with Unity Bank. Outside of advising, he co-owns CREO Financial Services, which provides payroll and bookkeeping services for local small businesses, and serves on the finance committee of the Tusen Tack organization, assisting with financial policy and budgeting processes. Cetera Investment Advisers LLC operates as an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, with options ranging from automated allocations to customized strategies.
Robert R
Series 66
Pine City, MN
LPL Financial
Robert Root is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently affiliated with LPL Financial and Frandsen Bank & Trust, where he has worked since 2017. His prior experience includes roles at Securities America, Investment Centers of America, Inc., and Gähler Investment Group. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools and a broad platform that includes affiliated insurance and banking services.
Michael R
ChFC®, Series 63, Series 66
Pine City, MN
LPL Financial
Michael Ritland is a financial advisor with LPL Financial in Pine City, MN, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including previous roles at Investment Centers of America, Bancwest Investment Services, Inc., and Cetera Investment Services LLC. He is also active as an agent with Frandsen General Agency, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions to individuals, retirement plan participants, and institutions, with a focus on combining advisory platforms with a broad range of financial services.
Sydney N
CFP®, Series 66
Pine City, MN
Edward Jones
Sydney Nelson is a CFP® designated financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, Nelson held positions at Northwestern Mutual and the University of Minnesota, Duluth. Outside of advising, Nelson owns Minnesota Curio Co., where they sell antiques locally on weekends. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals and institutions, with over $1 trillion in assets under management and a nationwide network of financial advisors and branches.
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Finding advisors...
12 advisors near
55063
within the area shown on the map
Out of 400,000+ nationwide