Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4 advisors near
56215

Out of 400,000+ nationwide

firm logo

Jason D

Series 66

Benson, MN

Edward Jones

Jason Dehne is a Series 66 licensed financial advisor with Edward Jones in Benson, MN, and has nine years of industry experience. His career includes roles at Edward Jones since 2016, a brief period at Aegis Investments, Inc., and prior experience at Minnwest Bank and Tree Sales and Moving Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Nathaniel C

Series 66

Benson, MN

Edward Jones

Nathaniel Copeland is a financial advisor with Edward Jones in Benson, MN, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for Superior Industries / Westmor Industries for 14 years. He also serves as an assistant football coach at Morris Area High School. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and supports clients through a large network of financial advisors and branch offices nationwide.

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

Andrea T

Series 66

Benson, MN

Edward Jones

Andrea Thomson is a financial advisor at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2008 and holds the Series 66 designation. Outside of her advisory role, she serves as a director for Agralite Electric Cooperative in Benson, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Emily R

Series 63, Series 65

Benson, MN

Primerica Advisors

Emily Radniecki is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has concurrent roles at Staples Family Dentistry and PFS Investments Inc., alongside her work with Primerica Financial Services. Her business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of strategic and tax-aware investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)