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7 advisors near
56716
within the area shown on the map
Out of 400,000+ nationwide
Anastasia H
Series 66
Crookston, MN
Packerland Brokerage Services, Inc.
Anastasia Hess is a financial advisor at Packerland Brokerage Services, Inc. in Crookston, MN, holding a Series 66 designation with one year of industry experience. She has prior experience with BFB Management, LLC and North Shore Resort Company, where she held roles related to resort management. Outside of her advisory work, she is involved with BFB Management Co. LLC as a Human Resources Director, overseeing 401(k) administration without compensation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services, managing over $900 million in client assets and providing a range of investment solutions including third-party manager oversight and fee-based programs.
Rose K
CFP®, Series 66
Crookston, MN
Packerland Brokerage Services, Inc.
Rose Koch is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Packerland Brokerage Services, Inc. since 2017. She previously worked at Questar Capital Corporation for nine years and was involved with Dennis Koch for 25 years. Rose is also a registered representative for Sanum Financial Services, where she provides financial planning and insurance services. Packerland Brokerage Services, Inc. supports individual and institutional clients through a network of 177 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a platform that incorporates both direct and third-party investment solutions, including separately managed accounts and unified managed accounts.
Annette T
Series 63, Series 65
Crookston, MN
LPL Financial
Annette Thompson is a financial advisor with LPL Financial in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked at Bremer Bank and Raymond James Financial Services, each for 13 years, and is currently associated with Old National Bank and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Ben T
Series 66
Crookston, MN
Edward Jones
Ben Trostad is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Pruco Securities LLC and Bremer Bank. Outside of his advisory work, he coaches the Crookston Boys Hockey team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm operates under a fiduciary standard and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.
Troy L
Series 63, Series 65
Crookston, MN
Edward Jones
Troy Lindberg is a financial advisor with Edward Jones in Crookston, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Invest Financial Corp and American Federal Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 advisors.
Bryn S
Series 66
Crookston, MN
Edward Jones
Bryn Seay is a Series 66 licensed financial advisor at Edward Jones in Crookston, MN, with four years of industry experience. Prior to joining Edward Jones in 2021, Bryn worked for seven years at Rydell Auto Center. Outside of advising, Bryn is involved in selling sports cards through online platforms. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory and investment management services supported by a large network of advisors and branch offices.
Dustin B
Series 66
Crookston, MN
Edward Jones
Dustin Buse is a financial advisor at Edward Jones in Crookston, MN, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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Finding advisors...
7 advisors near
56716
within the area shown on the map
Out of 400,000+ nationwide