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5 advisors near
56556
within the area shown on the map
Out of 400,000+ nationwide
Paul R
Series 63, Series 66
Fosston, MN
Focus Financial
Paul Rosendahl is a financial advisor with Focus Financial who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Osaic since 2003. In addition to his advisory role, he serves as a public address announcer for the Fosston School District at local football and basketball games. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Ryan P
Series 66
Fosston, MN
LPL Financial
Ryan Paulson is a financial advisor with LPL Financial in Fosston, MN, holding a Series 66 license and nine years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corporation, American Federal Bank, and First International Bank & Trust. 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 portfolio programs, third-party asset management, and institutional platforms.
Joseph M
Series 63, Series 66
Cambridge, MN
LPL Financial
Joseph Morley is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked for Investment Centers of America, Inc. for 12 years before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Davin S
Series 63, Series 65
McIntosh, MN
Cetera
Davin Swanson is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in agriculture as an owner of a beef cow/calf operation and serves as treasurer for a local cemetery board. Swanson also participates in community service as a board member for the Win E Mac school district and is president of King Town Mutual Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, planning, and consulting services through a multi-manager platform that supports various investment strategies and program structures.
Richard B
Series 63, Series 65
Cambridge, MN
LPL Financial
Richard Brown is a financial advisor with LPL Financial in Cambridge, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. for 11 years. He also serves as an assistant hockey coach at Cambridge-Isanti High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment approaches, including model portfolios and third-party strategies, and integrates technology tools for operational and research support.
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Finding advisors...
5 advisors near
56556
within the area shown on the map
Out of 400,000+ nationwide