Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4 advisors near
56572

Out of 400,000+ nationwide

user avatar
firm logo

Christopher L

Series 65, Series 63

Pelican Rapids, MN

OSAIC

Christopher Lage is an investment advisor at OSAIC with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Royal Alliance since 2019. Prior to his advisory career, he operated Chris Lage Construction for seven years. Outside of finance, he owns and manages Lage Tree Farm LLC, which grows and sells Christmas trees and other tree species. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using various tools and programs to construct and manage diversified portfolios on either a discretionary or non-discretionary basis.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Gary L

CFP®, Series 63, Series 65

Pelican Rapids, MN

OSAIC

Gary Lage is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry, including prior roles at Royal Alliance Associates, AdvisorNet Wealth Management, ProEquities, and Retirement Advisory Services, where he is a sole proprietor. Outside of advisory work, he owns an insurance business focused on fixed insurance products such as fixed life, disability, and annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across numerous platforms, employing a variety of portfolio construction tools and offering access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Andrew S

Series 66

Pelican Rapids, MN

Cetera

Andrew Sorum is a Series 66–licensed financial advisor with 12 years of experience, currently with Cetera. He has held roles at Cetera and Minnesota National Bank since 2014. Outside of advisory work, Sorum is active in his community, serving on the Pelican Rapids School Board, the United Way of Otter Tail and Wadena Counties board, and the local Rotary Club, as well as participating in economic development initiatives for Pelican Rapids. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

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

Seth L

Series 65, Series 63

Pelican Rapids, MN

OSAIC

Seth Lage is a financial advisor with Osaic based in Pelican Rapids, MN, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Osaic since 2019 and has a decade of involvement with Brewtus Brick House. Outside of his advisory role, he is a co-owner and investment advisor representative of Retirement Advisory Services Inc., where he also serves as an insurance producer handling annuity applications. OSAIC serves a diverse range of clients, including individual investors, corporations, pension plans, and charitable organizations, offering brokerage and advisory services through an extensive network of financial advisers. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)