Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

9 advisors near
56701

Out of 400,000+ nationwide

firm logo

Kevin R

CFP®, Series 66

Thief River Falls, MN

Edward Jones

Kevin Roberts is a CFP®-designated financial advisor with Edward Jones in Thief River Falls, MN, bringing eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Choice Financial, Red River Human Services, and the University of Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Military & Veterans
firm logo

Todd M

Series 66

Thief River Falls, MN

Edward Jones

Todd Mack is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Bailee L

Series 66

Thief River Falls, MN

Edward Jones

Bailee Larson is a Series 66-credentialed financial advisor with Edward Jones, based in Thief River Falls, MN. She has one year of industry experience and previously held positions at DigiKey and American Legion. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers various investment strategies and advisory services through a nationwide network of financial advisors and offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
firm logo

Jerod K

Series 63

Thief River Falls, MN

Edward Jones

Jerod Kolden is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Kaylee S

Series 66

Thief River Falls, MN

Thrivent Investment Management

Kaylee St Germain is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial since 2016. Outside of her advisory role, she serves on the board of the Falls Under 40 Young Professional Network and coaches junior Olympic volleyball for 3rd and 4th grade girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. Their approach involves holistic, goal-based analyses and offers clients the option to integrate planning with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
firm logo

Patrick T

CFP®, Series 63, Series 65

Thief River Falls, MN

Edward Jones

Patrick Thibert is a CFP® professional with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he is president of the Lambda Chi Alpha House Corporation and is involved in establishing a recreational vehicle parts business. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Family Business Founder/Business Owner Doctor or Medical Professional Intergenerational Families
firm logo

Andrew S

Series 66

Thief River Falls, MN

Edward Jones

Andrew Solem is a financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he spent ten years at AgCountry Farm Credit Services. Outside of his advisory work, he co-owns a family farm in Thief River Falls, MN, where he manages a small purebred Angus cattle operation alongside his father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory services through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Carter O

Series 66

Thief River Falls, MN

Edward Jones

Carter Onkka is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Brady Martz & Associates for three years. His background also includes roles with the City of Thief River Falls Falls Liquor and the Thief River Falls Education Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Katherine M

CFP®, Series 66

Thief River Falls, MN

Edward Jones

Katherine Monkman is a CFP®-certified financial advisor with Edward Jones, based in Thief River Falls, MN. She has eight years of experience at Edward Jones and ten years of prior work at Sanford Bemidji Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Inheritance planning Doctor or Medical Professional Widow/Widower
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”)