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27 advisors near
56307
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Brittany W
CFP®
Cold Spring, MN
AE Wealth Management, LLC
Brittany Walter is a Certified Financial Planner® at AE Wealth Management, LLC with four years of industry experience. She has worked at several firms, including MSK Insurance Agency LLC, Paradigm Wealth Management, LLC, RehabAuthority, and Ameriprise Financial Services, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a range of investment strategies through discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services.
Alexander T
Series 66
Albany, MN
Edward Jones
Alexander Tomczik is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial and US Bank. Outside of his advisory roles, his background includes experience at Woodcraft Industries and involvement with the University of St. Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.
Paul W
Series 66
Cold Spring, MN
Edward Jones
Paul Wenner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has prior work experience at the Carlson School of Management, Deneen Pottery, Alta's Rustler Lodge, Glacier Raft Company, Saint John's University, and the Minnesota Elk's Youth Camp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.
David A
PFS™, Series 66
Melrose, MN
Cetera
David Anfinson is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Margo S
Series 63, Series 65
Avon, MN
OSAIC
Margo Scepaniak is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Woodbury Financial Services Inc and LPL Financial. She is also the owner of Black Financial Services, Inc., a corporation involved in both financial services and the sale of life and health insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers.
Chad M
Series 66
Cold Spring, MN
Cetera
Chad Middendorf is a financial advisor at Cetera with over 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Wealthcare Financial Services. Outside of his advisory work, he owns and operates a tanning salon and serves on the board of a nonprofit organization in the Upper Midwest. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers.
Brandon F
Series 66
Saint Joseph, MN
Equitable Advisors
Brandon Finnegan is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing two years of industry experience. His prior work includes roles at Northwestern Mutual and UPS, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party partnerships.
Robert D
Series 63
Albany, MN
OSAIC
Robert Deters is a financial advisor at Osaic with 23 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 11 years. Outside of his advisory role, Deters is active in insurance sales, including life, health, and Medicare-related insurance products. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors by offering integrated brokerage and investment advisory services, financial planning, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes for both discretionary and non-discretionary accounts.
Jerome W
CFP®, ChFC®, Series 63
Cold Spring, MN
Edward Jones
Jerome Wenner is a financial advisor with Edward Jones in Cold Spring, MN, holding CFP®, ChFC®, and Series 63 designations, and has 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is involved as a silent partner and director in several local commercial real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Janessa S
Series 66
Holdingford, MN
LPL Financial
Janessa Sobania is a financial advisor with LPL Financial holding a Series 66 credential and eight years of industry experience. Her work history includes roles at CUNA Brokerage Services, Magnifi Financial Credit Union, and she has been affiliated with Saint Cloud Technical and Community College since 2014. Outside of financial services, she serves as a brand ambassador for Andar, a retail leather goods company, and as a brand partner for Bellame Beauty Inc, a cosmetics retailer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing various portfolio strategies and advanced operational tools.
Diane S
Series 66
Albany, MN
Edward Jones
Diane Smieja is a financial advisor at Edward Jones in Albany, MN, with five years of industry experience. She holds the Series 66 designation and previously worked at Rahn's Oil & Propane for five years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Connor C
Series 63, Series 65
Cold Spring, MN
Cetera
Connor Comstock is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at American National Bank of MN and Cash Wise Foods. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.
Stephanie M
Series 66
Melrose, MN
LPL Financial
Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 credential and 13 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. for 10 years and has been associated with Central Minnesota Credit Union for over two decades. Outside of her advisory role, she is a co-owner of a farm under Cedarwood Ridge LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment approaches, including model portfolios and third-party asset management, supported by advanced operational tools.
John D
ChFC®, Series 63, Series 65
Melrose, MN
Cetera
John Dean is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 48 years of industry experience. His career includes roles at Voya Financial Advisors and multiple positions within the Cetera network. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies implemented by a large nationwide network of independent advisors.
Beau H
Series 66
St Joseph, MN
Edward Jones
Beau Hanowski is a Series 66-registered financial advisor at Edward Jones in St. Joseph, MN, with 11 years of industry experience. He 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. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
James S
ChFC®, Series 66
Cold Spring, MN
LPL Enterprise
James Sobania is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2003. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers and a variety of financial planning and consulting services.
Michelle H
CFP®, Series 66
Avon, MN
OSAIC
Michelle Herickhoff is a CFP® professional with 12 years of industry experience, currently affiliated with OSAIC since 2024. She has previously worked at Woodbury Financial Services, Cetera Advisor Networks, CWM, LLC, and Voya Financial Advisors. Outside of her advisory role, she is a co-owner and secretary of Central MN Seeds, LLC, and serves as a board member for North Fork Mutual Fire Insurance Company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of financial advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio construction tools and access to third-party managers.
Adam T
Series 66
Saint Joseph, MN
Equitable Advisors
Adam Tate is a financial advisor with Equitable Advisors based in Saint Joseph, MN. He holds a Series 66 designation and has 24 years of industry experience. Tate has been with Equitable Advisors and its predecessor Axa Advisors since 2001. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.
Elijah E
Series 66
Saint Joseph, MN
Ameriprise
Elijah Ebel is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held various roles including employment at Amazon and involvement with the Rocky River Officials Association, where he enforces baseball rules. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations through a centralized consulting team.
Benjamin B
Series 66
Cold Spring, MN
Edward Jones
Benjamin Barrett is a Series 66 licensed financial advisor with 11 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions with PRUCO Securities, LLC and The Prudential Insurance Company of America from 2016 to 2019. Barrett is based in Cold Spring, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Alex S
Series 63, Series 65
Avon, MN
OSAIC
Alex Scepaniak is a financial advisor with Osaic Wealth Inc. in Avon, MN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Osaic, he worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies connected to Primerica. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage, advisory, financial planning, and retirement consulting services through a large network of advisers and multiple platforms. The firm employs various asset allocation tools and supports both discretionary and non-discretionary account management.
Rachel K
Series 66
Melrose, MN
LPL Financial
Rachel Kulzer is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked previously at CUNA Brokerage Services and Central Minnesota Credit Union. Outside of advising, she is the owner of Flint, LLC, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.
Erik J
Series 66
Melrose, MN
Cetera
Erik Jensen is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including Heritage Bank NA and Anfinson Thompson Financial Services. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.
Paul T
Series 66
Albany, MN
Edward Jones
Paul Tomczik is a Series 66 credentialed financial advisor with 16 years of experience, currently practicing at Edward Jones in Albany, MN since 2010. 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 wide range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Patrick G
Series 63, Series 66
Avon, MN
LPL Financial
Patrick Goltz is a financial advisor at LPL Financial with 20 years of industry experience. He has held his current position since 2010 and previously worked at Edward Jones from 2008 to 2010. He holds Series 63 and Series 66 licenses and is based in Avon, Minnesota. Outside of his advisory role, Goltz is involved with Atlas Staffing in the Minneapolis/St. Paul area on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies.
Clint A
Series 66
Richmond, MN
Cetera
Clint Athmann is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 credential. His prior work includes roles at Voya Financial Advisors and The Managed Assets Group. Outside of his advisory work, he is a part owner of a land investment involving property maintenance, farming, and recreational use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures through a multi-manager platform that includes affiliated and third-party managers.
Michael S
Series 63, Series 65
Albany, MN
LPL Financial
Michael Schwieters is a financial advisor with LPL Financial in Albany, MN, holding the Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Central Minnesota Credit Union and CUNA Brokerage Services, Inc. Schwieters is also involved with Magnifi Wealth Management, a credit union-affiliated advisory branch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various advisory platforms and technology tools to support its network of over 22,800 advisors.
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Finding advisors...
27 advisors near
56307
within the area shown on the map
Out of 400,000+ nationwide