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11 advisors near
56087
within the area shown on the map
Out of 400,000+ nationwide
Daniel Z
Series 66
Sleepy Eye, MN
Guardian Life
Daniel Zufall is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors. He has previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also involved as a residential mortgage broker through Barrett Financial Group. Primerica Advisors serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages accounts using a variety of strategies and supports lending solutions and donor-advised funds.
David M
CFP®, Series 63, Series 65
Springfield, MN
LPL Financial
David Milbrath is a CFP® with 35 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Investment Centers Of America, Inc. for 26 years. Outside of advisory work, Milbrath is involved in agriculture, including raising feeder cattle, and holds roles in several business entities related to farming and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.
Jordan M
Series 66
Springfield, MN
LPL Financial
Jordan Milbrath is a financial advisor with LPL Financial in Springfield, MN, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and was affiliated with the Cleveland Indians from 2012 to 2019. Outside of his advisory role, he volunteers as a firefighter with the Springfield Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research.
William R
Series 63
Sleepy Eye, MN
Edward Jones
William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
John M
Series 66
Springfield, MN
LPL Financial
John Mueller is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He worked at Investment Centers of America, Inc. for 14 years before joining LPL Financial in 2017. Mueller is also involved with Prairie Plans Asset Management, an entity affiliated with his LPL practice, which provides non-variable insurance products such as life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, banks, credit unions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Maya N
Series 66
Sleepy Eye, MN
Edward Jones
Maya Nelson is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Schwartz Farms and Minnesota State University, Mankato. Outside of her advisory work, she has experience working at local community organizations including the Sleepy Eye Family Aquatic Center and St. Marys High School in Sleepy Eye, 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 nationwide network of financial advisors and branch offices.
Lucas H
Series 66
Sleepy Eye, MN
Edward Jones
Lucas Heiderscheidt is a financial advisor at Edward Jones with a Series 66 designation and experience dating back to 2013. His prior roles include positions at Meyer Services Inc and SGS - USA, as well as involvement with the Brookings Ice Skating Association and operating Heiderscheidt Digging. Heiderscheidt has been with Edward Jones since 2018, currently based in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Eli S
Series 66
Springfield, MN
LPL Financial
Eli Samuelson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual and has experience in education through roles at Augustana University and Comfrey Public School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.
John M
Series 63
Sleepy Eye, MN
LPL Financial
John Mielke is a financial advisor at LPL Financial with 37 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he has operated Mielke Accounting since 1990. Mielke serves on the board of elders for St John's Lutheran Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.
Daniel S
Series 63
Sleepy Eye, MN
LPL Financial
Daniel Schmid is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corporation for nine years and has operated Schmid Financial Services LLC since 2005. Outside of his advisory work, he is the owner of Sleepy Eye Brewing Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement consulting, combining proprietary research and third-party strategies across discretionary and non-discretionary management options.
Blair F
Series 66
Sleepy Eye, MN
LPL Financial
Blair Folkens is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory role, he is a business owner of Sleepy Eye Brewing Company and serves as a game official on the board of the Minnesota High School Football League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management and access to model portfolios and research.
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Finding advisors...
11 advisors near
56087
within the area shown on the map
Out of 400,000+ nationwide