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Timothy J

Series 63, Series 66

Glenwood, MN

USAdvisors Wealth Management, LLC

Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, combining model portfolio strategies and fundamental security selection to align investments with client goals.

ESG / Sustainable investing Business exit / sale strategy Business succession planning Tax strategies for small businesses Founder/Business Owner Executive
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Dane A

Series 66

Glenwood, MN

Thrivent Investment Management

Dane Ankeny is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as an assistant coach for a local youth wrestling team and holds leadership positions on community boards including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning across a variety of topics and allows clients to combine planning with managed accounts while keeping services distinct.

Business ownership considerations
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Dustin C

Series 66

Glenwood, MN

Edward Jones

Dustin Christenson is a Series 66-licensed financial advisor with Edward Jones in Glenwood, MN, where he has worked since 2009, totaling 17 years of industry experience. Outside of his advisory role, he coaches a youth hockey team for 10- and 11-year-olds with the Fergus Falls Youth Hockey Association. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations with a broad range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William O

Series 63, Series 65

Glenwood, MN

Cetera

William Ogdahl is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Cetera in 2025, he spent 10 years with Avantax Investment Services and related entities. Outside of his advisory work, he owns and operates Bull Market Bovines LLC, a cattle raising business, and serves as treasurer for the Glenwood Waterama Festival, a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lisa B

Series 66

Glenwood, MN

Thrivent Investment Management

Lisa Berg is a financial advisor at Thrivent Investment Management with 25 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, Eagle Bank’s financial services division, and Ameriprise. Berg has been with Thrivent since 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining these services separately.

Business ownership considerations
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