Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

21 advisors near
56258

Out of 400,000+ nationwide

user avatar

Jeffrey V

Series 65

Marshall, MN

Birath Wealth Management, LLC

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His work history includes operating Jeff Vandendriessche Tax Services since 2016 and managing Vandendriessche Farms since 1994. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, providing portfolio management and financial planning. The firm builds portfolios using fundamental analysis across various asset classes and typically acts with discretionary trading authority while offering ongoing reviews and tailored investment strategies.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Thomas B

Series 63, Series 66

Marshall, MN

Birath Wealth Management, LLC

Thomas Birath is a financial advisor at Birath Wealth Management, LLC in Marshall, MN, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Birath Wealth Management since 2011. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, offering portfolio management and financial planning. The firm constructs portfolios using fundamental analysis across multiple asset classes and typically acts with discretionary trading authority, providing regular account reviews and tailored Investment Policy Statements.

General retirement planning College savings (529s, UTMA, etc.)
user avatar
firm logo

Corey S

CFP®, ChFC®, Series 63

Marshall, MN

Ameriprise

Corey Skogrand is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Additionally, he owns a business related to real estate in Marshall, MN. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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

Ryan S

Series 66

Marshall, MN

LPL Financial

Ryan Serreyn is a financial advisor with LPL Financial based in Marshall, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Outside of his advisory work, Serreyn serves as president on the board of the Marshall Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
firm logo

Luke I

Series 66

Marshall, MN

Edward Jones

Luke Irmiter is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Bremer Bank, Western Equipment Finance, U.S. Bank, Hy-Vee, and Prairie Community Services. He has also served with the Marshall Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension/profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Financial Professional Educators, Teachers, and Academics
user avatar
firm logo

Larry S

Series 66

Marshall, MN

Ameriprise

Lawrence Schiavo is a financial advisor with Ameriprise in Marshall, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its predecessor firm since 2002. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

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

James K

Series 63, Series 65

Marshall, MN

LPL Enterprise

James Kontz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 certifications and bringing 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1988 and transitioned to LPL Enterprise in 2024. Outside of advisory work, he manages a farm focused on weed control and drainage. LPL Enterprise, LLC serves individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily implements model-driven investment strategies and offers financial planning, access to third-party asset managers, and non-securities product services, including affiliated trust and insurance offerings.

Tax-loss harvesting
user avatar
firm logo

Carla Ann G

Series 63, Series 66

Marshall, MN

Cambridge Investment Research Advisors

Carla Ann Goedtke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 29 years of industry experience. Her prior work includes 17 years at American Portfolios and over 30 years with Investors Choice Financial Services. She serves as president for two local nonprofit boards, Southwest Minnesota Workforce Development Board and Lyon and Murray County CEO Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and combines proprietary and third-party investment strategies tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Brent S

Series 66

Marshall, MN

Edward Jones

Brent Snodgrass is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
user avatar
firm logo

Sara B

ChFC®, Series 66

Marshall, MN

Thrivent Investment Management

Sara Brink is a financial advisor with Thrivent Investment Management in Marshall, MN, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. She has worked at Thrivent and its related entities since 2019, following a 13-year tenure at Ameriprise Financial Services. Brink serves on the United Way of Southwest Minnesota grant review committee and is a member of the local public school board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning without discretionary portfolio management or institutional advisory services.

Business ownership considerations
firm logo

Ryan S

Series 63

Marshall, MN

Edward Jones

Ryan Snodgrass is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2005. Outside of his advisory work, he owns two manufacturing businesses, including one that designs and sells saltwater aquarium devices. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages over $1 trillion in assets and operates through a nationwide network of more than 23,000 financial advisors.

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

Hunter K

Series 66

Marshall, MN

LPL Enterprise

Hunter Kontz is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Kontz also operates Kontz Financial Group, which offers health insurance and Medicare supplemental insurance products in addition to investment-related services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products.

Tax-loss harvesting
user avatar
firm logo

Blake B

Series 66

Marshall, MN

Ameriprise

Blake Bachmeier is a financial advisor at Ameriprise in Marshall, MN, holding a Series 66 designation with one year of industry experience. Prior to Ameriprise, he worked in various roles including positions at Edina Realty, Lululemon, and 3M. He serves as Vice Chair on the Board of Directors for the Tracy Area Medical Foundation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

Austin D

Series 66

Marshall, MN

Edward Jones

Austin De Muth is a financial advisor with Edward Jones in Marshall, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by 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

Pamela R

Series 66

Marshall, MN

Edward Jones

Pamela Rogge is a financial advisor at Edward Jones with a Series 66 designation. She has professional experience spanning roles at Schwans Company and Avera Health before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, managing approximately $1.01 trillion in assets.

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

Logan G

Series 66

Marshall, MN

Ameriprise

Logan Gill is a financial advisor with Ameriprise in Granite Falls, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at Thrivent Investment Management Inc and has an eight-year background with Avera Granite Falls Hospital and Avera Marshall Regional Medical Center. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets, and offers a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

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

Corrine S

CFP®, ChFC®, Series 63

Marshall, MN

Ameriprise

Corrine Skogrand is a financial advisor with Ameriprise, holding the CFP®, ChFC®, and Series 63 designations and bringing 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Outside of her advisory role, she is a co-owner of C&C3, LLC, a real estate business in Marshall, MN. Ameriprise provides comprehensive retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

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

Trisha S

Series 66

Marshall, MN

Ameriprise

Trisha Schaar is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

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

James G

Series 63, Series 66

Marshall, MN

Cambridge Investment Research Advisors

James Goedtke is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. His prior roles include long-term service at American Portfolios Financial Services and leadership at Investors Choice Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with flexible implementation across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
firm logo

Neil F

Series 66

Marshall, MN

Edward Jones

Neil Frost is a financial advisor with Edward Jones in Marshall, MN, holding a Series 66 designation and 21 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Joshua J

Series 66

Marshall, MN

Thrivent Investment Management

Joshua Johnson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of his advisory role, Johnson serves as an Assistant Chief at the Lynd Fire Department and works as a Level 1 hockey referee for USA Hockey. 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 across a broad range of topics, with the option to integrate planning and managed-account services under a consolidated billing system called WealthPlan.

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 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”)