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10 advisors near
55355
within the area shown on the map
Out of 400,000+ nationwide
Rachael V
Series 65
Litchfield, MN
BlueStem Wealth Partners, LLC
Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.
Jessica E
Series 66
Litchfield, MN
Thrivent Investment Management
Jessica Erickson is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.
Paul W
ChFC®, Series 63, Series 66
Litchfield, MN
Thrivent Investment Management
Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 24 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns White's Pure Honey, a local honey production business, and holds a passive ownership stake in Island Pine Golf Course in Atwater, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.
James E
Series 63, Series 65
Litchfield, MN
LPL Enterprise
James Ellingson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved as a sports and fitness coach and serves on the boards of two nonprofit organizations in Litchfield, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities through a network of investment adviser representatives. The firm’s investment approach emphasizes model-driven portfolios and access to third-party asset managers, with additional services including financial planning, insurance product sales, and affiliated trust and lending services.
James D
Series 63
Litchfield, MN
LPL Financial
James Danner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors, Inc. and Questar Asset Management, Inc. Outside of his advisory role, he is involved with the Prideaux Group as a non-variable insurance agent. 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 financial planning and investment management services, utilizing both model portfolios and customized strategies across various asset classes.
Nicholas L
Series 63, Series 66
Litchfield, MN
OSAIC
Nicholas Loehlein is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America Inc. since 2014. He also holds a life insurance sales position involving fixed and indexed annuities as well as fixed and universal life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple investment programs and a complex affiliate network across broker-dealer, asset management, insurance, and trust services.
Kate K
Series 66
Dassel, MN
OSAIC
Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial, Five Star Financial, and other firms prior to joining OSAIC. Kilpela also serves as a registered representative at Linder Financial Resources, where she leads client meetings and assists in trade processing. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.
Kyle K
Series 66
Litchfield, MN
Thrivent Investment Management
Kyle Kalkbrenner is a financial advisor with Thrivent Investment Management in Litchfield, MN. He holds the Series 66 designation and has 13 years of industry experience. His prior work includes roles at Allstate Insurance Company and State Farm VP Management Corp. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system while maintaining a focus on ongoing plan reviews and client engagement.
Steven D
Series 66
Litchfield, MN
Edward Jones
Steven Dengerud is a financial advisor with Edward Jones in Litchfield, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Joseph B
Series 66
Litchfield, MN
Edward Jones
Joseph Berube Sr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves in the U.S. Army Reserves as a Lieutenant Colonel with responsibilities including operations, training, deployments, and emergency preparedness liaison work. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
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Finding advisors...
10 advisors near
55355
within the area shown on the map
Out of 400,000+ nationwide