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8 advisors near
55334
within the area shown on the map
Out of 400,000+ nationwide
Michael D
ChFC®, Series 63
Le Sueur, MN
OSAIC
Michael Domler is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he is a notary public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and utilizes various asset-allocation tools and third-party platforms.
Timothy D
Series 63, Series 65
Arlington, MN
Primerica Advisors
Timothy Dreier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Norwood Equipment, Stender Inc., PFS Investments Inc., ISD 108, and Primerica Financial Services. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Neil W
Series 63
Gaylord, MN
Ameriprise
Neil Winterfeldt is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Winterfeldt is based in Brownton, MN. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.
Erik P
Series 66
Le Sueur, MN
LPL Financial
Erik Pace is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Securities, Ascentium Insurance Solutions, and Case Central LLC. Outside of his advisory role, Pace is involved in multiple non-variable insurance ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and retirement plan clients nationwide. The firm offers a range of advisory programs and financial services, providing both discretionary and non-discretionary management supported by research and model portfolios.
Adam D
Series 66
Le Sueur, MN
LPL Financial
Adam Dwyer is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Merrill, Ameriprise Financial Services, UBS, and PFG Advisors, LLC. Outside of his advisory career, he has been involved with the Faribault Referee Association for 17 years and is associated with Faxon Creek Cattle LLC, a farming enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven investment strategies.
Sean K
Series 66
Le Sueur, MN
Edward Jones
Sean Keating is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for St Peter Public Schools for 11 years, where he also serves as head boys basketball coach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and offers additional services such as tax-efficient management and securities-based lending.
Zachariah D
Series 63, Series 66
Gaylord, MN
Edward Jones
Zachariah Dahlman is a financial advisor with Edward Jones in Gaylord, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple periods at Edward Jones, as well as roles at Frost Brokerage Services and Nd 42 LLC. Outside of his advisory work, he is the owner of ZTD Properties LLC, a real estate business. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment options, operating under a fiduciary standard. The firm is distinguished by its extensive retail advisor network and integrated financial services, including trust and securities-based lending offerings.
Paul T
Series 63
Le Sueur, MN
Edward Jones
Paul Traxler is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of First Farmers & Merchants Bank in Le Sueur and is involved in a family-owned hunting ranch through Ten Point Ranch LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.
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Finding advisors...
8 advisors near
55334
within the area shown on the map
Out of 400,000+ nationwide