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Paul W
Series 63, Series 65
Little Falls, MN
Interactive Financial Advisors
Paul Wichmann is a financial advisor with Interactive Financial Advisors in Little Falls, MN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Interactive Financial Advisors since 2005 and also operates the Paul Wichmann Agency, which he has managed since 1996. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across a range of risk profiles and primarily uses ETFs and mutual funds, implementing strategies informed by Modern Portfolio Theory and fundamental analysis.
Kyle P
Series 66
Little Falls, MN
Edward Jones
Kyle Peterschick is a financial advisor with Edward Jones in Little Falls, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent five years with Picture Perfect Tree and Landscape and Arbor Consulting LLC, and six years at Urban Tree & Landscape. He serves as president of the Morrison County Food Shelf board, where he coordinates monthly meetings. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.
Michael M
Series 66
Little Falls, MN
Fidelity
Mike Moshier is a Financial Consultant at Fidelity Investments, a role he has held since 2019. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2019, and as a Financial Advisor at One Life Financial Group, Inc. from 2012 to 2016. Throughout his career, Mike has utilized his experience in finance and consulting to assist clients in developing personal financial plans, aiming to bring simplicity, clarity, and confidence to their financial lives. He works collaboratively with clients to help them move closer to their personal definitions of financial success. Outside of his professional responsibilities, Mike has personal interests that include golf, lake activities, music, soccer, traveling, and writing.
Zachary K
CFP®, Series 66
Little Falls, MN
Edward Jones
Zachary Klosowski is a CFP® professional with 12 years of industry experience, serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and proprietary mutual funds.
Alicia K
Series 65, Series 63
Little Falls, MN
LPL Financial
Alicia Kapus is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Focus Financial Network, OSAIC, and Thrivent Financial. Outside of her advisory role, she volunteers as a teacher with Junior Achievement in Pierz, Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research-driven tools and a broad suite of non-advisory financial offerings.
Michele R
Series 66
Little Falls, MN
Edward Jones
Michele Rudolph is a financial advisor at Edward Jones in Little Falls, MN, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she and her husband operate a cash crop farm growing corn and soybeans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael W
Series 63, Series 65
Little Falls, MN
LPL Financial
Michael Wochnick is a financial advisor with LPL Financial in Little Falls, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Focus Financial and OSAIC from 2012 to 2024, and served with the Morrison County Sheriff’s office for over two decades. He also operates Wochnick Tax Services LLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
Danielle Y
Series 66
Little Falls, MN
Edward Jones
Danielle Yorek is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to her current role, she held positions in chiropractic practice and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.
Andrew H
CFP®, Series 66
Little Falls, MN
Ameriprise
Andrew Haskell is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise since 2020 and previously worked at Commonwealth Financial Network and Investment Centers of America. Outside of his advisory role, Haskell is actively involved in coaching girls' hockey at the high school and youth levels and participates in planning the Hockey Day Minnesota 2027 event. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Kyle H
Series 66
Little Falls, MN
Edward Jones
Kyle Hoggarth is a Series 66-credentialed financial advisor with Edward Jones, based in Little Falls, MN, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the advisory board of Anderson Custom Processing in Little Falls. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor network and additional services such as a trust company and securities-based lending.
Cynthia P
Series 63, Series 66
Pierz, MN
OSAIC
Cynthia Pollack is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Royal Alliance, Cetera Advisor Networks LLC, and AdvisorNet Financial. She is also an OSJ manager at an affiliated investment-related LLC. OSAIC serves a diverse client base ranging from individual investors to institutions and offers integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.
Aubrey H
Series 66
Little Falls, MN
Edward Jones
Aubrey Hoggarth Cook is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. She jointly owns a rental real estate business with her husband, though she has no operational responsibilities in that venture. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,000 advisors and 15,000 branches.
Jana F
CFP®, Series 66
Little Falls, MN
Edward Jones
Jana Festler is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation. Outside of her advisory work, she is listed as affiliated with the Winter Wonderland Figure Skating Club in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.
Samantha F
Series 66
Little Falls, MN
Edward Jones
Samantha Froelich is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked with the State of Minnesota DEED and Rural MN CEP. Outside of her advisory role, she operates a part-time photography business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large network of financial advisors and branch offices nationwide.
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