Overwhelmed by options?
Answer a few questions to see advisors matched to you.
19 advisors near
56352
within the area shown on the map
Out of 400,000+ nationwide
Alexander T
Series 66
Albany, MN
Edward Jones
Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
David A
PFS™, Series 66
Melrose, MN
Cetera
David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 24 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Anfinson Thompson & Co. since 2007. Outside of his advisory role, Anfinson serves on the boards of two nonprofit health organizations, Carris Health LLC and Centra Care Health. Cetera Investment Advisers LLC is a large SEC-registered firm that provides a range of investment advisory and retirement services to individuals, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple portfolio management options, including access to affiliated and third-party managers, and manages assets exceeding $256 billion.
Jacquelyn A
Series 66
Sauk Centre, MN
Ameriprise
Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Richard J
Series 63, Series 65
Sauk Centre, MN
Cetera
Richard Jennissen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Cetera Investment Services since 1996 and First National Bank of Sauk Centre since 1995. He serves as a board member of the Sauk Centre Area Community Foundation, assisting with the establishment of a new foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement planning services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering diverse portfolio management solutions including discretionary and non-discretionary options and access to third-party money managers.
Emma W
Series 66
Sauk Centre, MN
Fidelity
Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this position, she served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Her career in financial services began as a Bank Teller at U.S. Bank between 2019 and 2020, followed by several roles at Ameriprise Financial including Financial Planning Assistant, Financial Planning Analyst, and Associate Financial Advisor from 2020 to 2024. She holds a California Insurance License which supports her work in financial planning and consulting. Emma emphasizes the importance of trust and open communication in building financial plans, focusing on understanding clients' goals and concerns to co-create personalized strategies that adapt through different stages of life. Outside of her professional life, Emma enjoys spending time at the beach, engaging in fitness activities, attending social events with friends, photography, and traveling.
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.
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.
Stephanie M
Series 66
Melrose, MN
LPL Financial
Stephanie Mayers is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes a decade at Cuna Brokerage Services, Inc., and over 20 years with Central Minnesota Credit Union. Outside of her advisory work, she is a co-owner of a farm business, Cedarwood Ridge LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with model portfolios and research support.
Tricia K
Series 63, Series 66
Sauk Centre, MN
LPL Financial
Tricia Klaphake is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for Investment Centers of America, Inc. for 17 years before joining LPL Financial in 2017. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.
John D
ChFC®, Series 65, Series 63
Melrose, MN
Cetera
John Dean is a financial advisor with Cetera in Melrose, MN, holding the ChFC® designation and securities licenses Series 65 and Series 63. He has 48 years of industry experience and has worked at various firms including Voya Financial Advisors and Anfinson Thompson Financial Services. In addition to his advisory role, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.
Darron N
Series 66
Sauk Centre, MN
Edward Jones
Darron Nelson is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2018. Prior to his advisory career, he worked at Fastenal Company for eleven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Michael K
CFP®, Series 63, Series 65
Sauk Centre, MN
LPL Financial
Michael Kennedy is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with LPL Financial and has been since 2017. Prior to that, he worked at Investment Centers of America, Inc. for 22 years and has operated Kennedy Retirement Solutions, Inc. since 1995, where he serves as Chief Executive Officer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.
Kayla D
Series 66
Sauk Centre, MN
Ameriprise
Kayla Douvier is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 license and six years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, and Central Minnesota Credit Union. She is part owner of Main Street Theatre, Inc., a family-run entertainment business, and serves as treasurer on the board of the Sauk Centre/Melrose Youth Hockey Association. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations through a centralized consulting team.
Rachel K
Series 66
Melrose, MN
LPL Financial
Rachel Kulzer is a financial advisor with LPL Financial in Melrose, MN, holding a Series 66 credential and seven years of industry experience. She previously worked at CUNA Brokerage Services, Inc. and Central Minnesota Credit Union. Outside of her advisory role, she owns a home-based business called Flint, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
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 financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.
James M
Series 63
Sauk Centre, MN
OSAIC
James Meyer is a financial advisor with Osaic Wealth, Inc. in Sauk Centre, Minnesota, holding a Series 63 designation and 37 years of industry experience. He has been with Osaic Wealth, formerly Royal Alliance Associates, since 2011 and also worked at Financial Dimensions Group during that period. In addition to his advisory role, Meyer owns Meyer Financial, LLC, where he prepares income tax returns and offers fixed annuities and life insurance products. He also serves as a joint trustee of a family trust that manages income distributions. Osaic Wealth, Inc. serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through multiple advisory platforms and a large network of affiliated advisers. The firm utilizes firm-provided asset allocation tools, risk tolerance assessments, and a variety of investment products to construct managed portfolios with discretionary or non-discretionary options.
Mc Kenzie W
Series 66
Sauk Centre, MN
LPL Financial
Mc Kenzie Wall is a financial advisor at LPL Financial with two years of industry experience. She previously worked at Cetera and Minnesota National Bank. Outside of her advisory role, she is involved in managing business functions at Heartland Painting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various providers.
Michael S
Series 65, Series 63
Albany, MN
LPL Financial
Michael Schwieters is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 65 and Series 63 registrations and has worked previously at Cuna Brokerage Services, Inc. and Central Minnesota Credit Union. 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, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and research from LPL Research.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
19 advisors near
56352
within the area shown on the map
Out of 400,000+ nationwide