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Susan G

Series 66

Moose Lake, MN

Edward Jones

Susan Grutkoski is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Minnesota Department of Corrections and has experience in ranch management and the restaurant business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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

Series 63, Series 65

Sturgeon Lake, MN

Wells Fargo Clearing

Kerrick Pearson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He has held roles at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Craig P

Series 66

Moose Lake, MN

LPL Financial

Craig Prudhomme is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked previously at Investment Centers of America, Inc. and ICA Group Wealth Management, LLC. Outside of his advisory role, he is a partner with his spouse in an online retail business called MilkweedMeadow. 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 institutions. The firm offers a range of financial planning and investment solutions supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tia G

Series 63

Moose Lake, MN

Edward Jones

Tia Grutkoski is a financial advisor at Edward Jones with 21 years of industry experience. She has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of her advisory role, she serves as a scoreboard operator for Willow River ISD #577 during home varsity basketball games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive Intergenerational Families
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Jon L

Series 66

Moose Lake, MN

Edward Jones

Jon Lund is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Mercy Hospital for three years and Nemadji Research Corporation for nineteen years. He serves as Vice Chairman on the Moose Lake Fire District Board and holds volunteer director positions with the Moose Lake Community Hospital District and Essentia Health in Moose Lake, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated capabilities under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Military & Veterans Founder/Business Owner
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