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3 advisors near
56510
within the area shown on the map
Out of 400,000+ nationwide
Laura T
Series 66
Ada, MN
Thrivent Investment Management
Laura Tweten is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Thrivent Investment Management and THRIVENT Financial since 2014. Outside of her advisory role, she serves as a board member for the Lake Agassiz Education Cooperative and the Ulen Hitterdal Independent School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning across a broad range of financial topics without discretionary trading authority.
Darin M
Series 63, Series 65
Anthony, MN
LPL Enterprise
Darin Moening is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a contingent power of attorney for his parents. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a suite of affiliated financial services.
Kurt P
Series 63, Series 65
Ada, MN
LPL Financial
Kurt Philion is a financial advisor with LPL Financial in Ada, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. His prior roles include positions at Great Valley Advisor Group Inc. and NyLife Securities, LLC. Outside of his advisory work, he is involved as a voice-over artist and a promoter with BD&LL Screen Printing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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Finding advisors...
3 advisors near
56510
within the area shown on the map
Out of 400,000+ nationwide