Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

8 advisors near
55975

Out of 400,000+ nationwide

user avatar
firm logo

Brandon S

Series 63, Series 65

Spring Valley, MN

Thrivent Investment Management

Brandon Scheevel is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Thrivent since 2015. Outside of his advisory work, Scheevel serves as an elder and treasurer for Bethany Bible Church in Le Roy, Minnesota, and owns BCS Solutions, LLC, which rents conference room space. 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 focused on a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Business ownership considerations
firm logo

Brenden K

Series 66

Stewartville, MN

Edward Jones

Brenden Knutson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has been with Edward Jones since 2022. Prior to his current role, he held positions in education and at companies such as Mills Fleet Farm and KMTelecom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
user avatar
firm logo

Jean W

ChFC®, Series 63

Spring Valley, MN

Ameriprise

Jean Wichmann is a financial advisor with Ameriprise in Spring Valley, MN, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. She has been with Ameriprise and its related entities since 2005. Wichmann serves as President of the Bear Lake Concordia Lutheran Church Council. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically 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

Ethan H

Series 66

Stewartville, MN

Thrivent Investment Management

Ethan Humble is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Flynn Wright and held various roles in the media and retail sectors. Outside of finance, he served at First United Methodist Church and Simpson College for several years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses across a range of financial topics. The firm delivers planning separately from portfolio management and emphasizes periodic reviews of its recommendations.

Business ownership considerations
user avatar
firm logo

Mychelle C

Series 63

Spring Valley, MN

Ameriprise

Mychelle Christian is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 1996. Outside of her advisory role, she serves on the Board of Directors for St. Ignatius Catholic Church in Spring Valley, MN. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

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

Troy K

Series 66

Stewartville, MN

Edward Jones

Troy Knutson is a financial advisor with Edward Jones in Stewartville, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a small beef farm in Kasson, MN. 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 solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
user avatar
firm logo

Margaret S

ChFC®, Series 66

Chatfield, MN

Edward Jones

Margaret Schoepski is a financial advisor at Edward Jones in Chatfield, MN, holding the ChFC® designation and Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network and additional affiliated capabilities.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Nicholas J

Series 66

Stewartville, MN

Thrivent Investment Management

Nicholas Johnson is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2013 and also engages in play-by-play sports announcing and serves as tournament director for the Stewartville Youth Basketball Association. Additionally, he is president of the Stewartville Chamber of Commerce. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic, goal-based financial plans without discretionary trading authority.

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")