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11 advisors near
58074
within the area shown on the map
Out of 400,000+ nationwide
Jeremy R
Series 66
Wahpeton, ND
Intercarolina Financial Services, Inc.
Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.
Anthony V
Series 63, Series 66
Wahpeton, ND
Thrivent Investment Management
Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Thrivent Financial, Wells Fargo, City Brew Hall, American Family, and State Farm. Outside of advising, he serves as a board member of Bois De Sioux Golf Course and is involved in farming operations as a truck driver for Etten Farms Inc. He also collects and occasionally trades trading cards. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority, emphasizing written recommendations and periodic reviews without direct portfolio management for institutional clients.
Jodi H
Series 63, Series 66
Wahpeton, ND
Edward Jones
Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.
Ashley G
CFP®, Series 66
Wahpeton, ND
Edward Jones
Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.
Adam B
Series 63, Series 65
Wahpeton, ND
Thrivent Investment Management
Adam Brandvold is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Thrivent since 2016. Outside of his advisory role, Brandvold owns and operates a small cattle ranch and serves as a board member for Northland Township, where he helps oversee local road and infrastructure maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without discretionary trading authority.
Stephanie R
Series 63, Series 66
Wahpeton, ND
Thrivent Investment Management
Stephanie Roelfsema is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Outside of her advisory role, she serves as President of the Valley City Hockey Club and also holds a board position with the JVC Prowl Alliance, supporting local youth hockey programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across multiple areas, offering clients the option to combine planning with managed-account services while maintaining these as separate engagements.
Joshua D
Series 65, Series 66
Wahpeton, ND
Edward Jones
Joshua Darwin is a financial advisor at Edward Jones with Series 65 and Series 66 designations and three years of industry experience. His prior roles include positions at Strategic Financial Inc./Crown Capital Securities, L.P., and Insurance Solutions Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, investment strategies, and affiliated services through a large nationwide network of financial advisors and branch offices.
Ryan S
ChFC®, Series 66
Wahpeton, ND
Edward Jones
Ryan Smith is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked with the Winnipeg Blue Bombers for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Willis U
Series 66
Wahpeton, ND
Thrivent Investment Management
Willis Uhlich is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive planning on topics such as retirement, tax, estate, and special needs, without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
Kelly H
CFP®, Series 66
Wahpeton, ND
LPL Financial
Kelly Hubrig is a CFP®-designated financial advisor with 23 years of industry experience, currently with LPL Financial since 2017. She previously worked at Cetera and Bell State Bank & Trust, where she continues to hold a role. Hubrig serves as a board member of the Hankinson Housing Authority, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
Isaac J
Series 66
Wahpeton, ND
LPL Financial
Isaac Jordahl is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has previously worked at firms including Morgan Stanley and Bell Bank. Jordahl is also involved with American Federal Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
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Finding advisors...
11 advisors near
58074
within the area shown on the map
Out of 400,000+ nationwide