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9 advisors near
56701
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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Finding advisors...
9 advisors near
56701
within the area shown on the map
Out of 400,000+ nationwide