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8 advisors near
56474
within the area shown on the map
Out of 400,000+ nationwide
Kimberly B
Series 63, Series 65
Pequot Lakes, MN
Empower Advisory Group
Kimberly Brown is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of advising, she has participated as a crew member for public and private charter boat lake tours with Breezy Belle Cruises Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.
Diane R
Series 63
Pequot Lakes, MN
Independent Financial Group, LLC
Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 29 years of industry experience. She has been with Independent Financial Group since 2014 and has a long tenure with Western Fraternal Life dating back to 1983. Outside of her advisory work, she is involved in farming and beekeeping as a 50% owner and holds ownership interests in rental properties. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers through its national network of Investment Adviser Representatives.
Steven H
CFP®, ChFC®, Series 63
Pine River, MN
Cetera
Steven Hansen is a CFP® and ChFC® with 31 years of experience in financial planning and advisory services. He is currently affiliated with Cetera and its affiliated entities, having worked previously at Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors who provide a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to multiple program structures and third-party money managers within a multi-manager platform.
Michael J
Series 63, Series 65
Pequot Lakes, MN
Morgan Stanley
Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.
Robert L
Series 66
Pequot Lakes, MN
Thrivent Investment Management
Robert Lindell is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Pine Island, MN. He has 15 years of industry experience and has worked with Thrivent Financial for Lutherans since 2010. Outside of his advisory role, he is a partner in Cabinets by Lindell, a kitchen and bath design and sales business, and co-owns Lindell Brothers Farm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary management. Their services include broad financial topics with an option to combine planning with managed accounts under a consolidated billing system.
Bruce M
Series 66
Pequot Lakes, MN
Edward Jones
Bruce Meade is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of advising, he is a member of SKYE HOLDINGS LLC, a company involved in recreational and agricultural real estate investment in Pine River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.
Kysa C
Series 66
Pequot Lakes, MN
Edward Jones
Kysa Corbett is a financial advisor at Edward Jones with over 23 years of industry experience, including a long tenure at Wells Fargo. She holds a Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory work, she volunteers as a speech judge at high school tournaments in Pequot Lakes, Minnesota. Edward Jones serves a broad client base including individual and institutional investors, offering a range of wealth management services through a large network of advisors and offices. The firm provides both discretionary and non-discretionary investment solutions and operates under a fiduciary standard.
Jacob L
Series 66
Pequot Lakes, MN
Equitable Advisors
Jacob Lewis is a financial advisor with Equitable Advisors in Pequot Lakes, MN. He holds a Series 66 designation and has 15 years of industry experience, including over a decade at Equitable Advisors and Axa Advisors. Outside of his advisory work, he is co-owner of Lewis Family Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
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Finding advisors...
8 advisors near
56474
within the area shown on the map
Out of 400,000+ nationwide