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William S

Series 63, Series 65

Ely, MN

Private Advisor Group, LLC

William Snuggerud is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to advisory programs. The firm employs a fiduciary model that integrates client goals with portfolio management and manager selection, utilizing technology platforms and a range of investment strategies.

Annuities Founder/Business Owner
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Alexander S

Series 63, Series 66

Ely, MN

Thrivent Investment Management

Alexander Stark is a financial advisor with Thrivent Investment Management in Ely, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he worked at Kay Jeweler's for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics such as retirement and estate planning. The firm offers a combination of planning and managed-account services under a consolidated billing option while maintaining separate advisory roles.

Business ownership considerations
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Daniel P

Series 63, Series 65

Ely, MN

LPL Financial

Daniel Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Linsco/Private Ledger Corp. for 20 years and Wells Fargo Investments for 2 years. Outside of advisory services, he is involved with Peterson Wealth Advisors LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Ely, MN

Edward Jones

Jeffrey Sundell Jr. is a financial advisor with Edward Jones in Ely, MN, holding Series 63 and Series 65 licenses and offering 36 years of industry experience. He has been with Edward Jones since 2001. Sundell serves as chairman of the board for the Ely Area Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

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

Series 66

Ely, MN

Edward Jones

Erika Peterson is a Series 66 credentialed financial advisor with Edward Jones in Ely, MN. She has been with Edward Jones since 2023 and also has experience in small business and community roles, including involvement with a yoga studio and a restaurant. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Ely, MN

LPL Financial

Laura Lamppa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America from 2015 to 2017. Lamppa is also affiliated with Frandsen Bank & Trust, where she has been associated since 2005. 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 offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional programs.

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

Series 66

Ely, MN

Thrivent Investment Management

Keith Stark is a Series 66 credentialed financial advisor with 17 years of experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc., both since 2009. He is based in Ely, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas without handling implementation. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Nathan S

Series 66

Ely, MN

Thrivent Investment Management

Nathan Stark is a Series 66-credentialed financial advisor with Thrivent Investment Management in Ely, MN, where he has worked since 2020. He has five years of industry experience and prior to his advisory role, spent ten years as a student. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning across various topics without implementation. The firm’s approach includes holistic goal-based analyses and the option to combine planning with managed-account services under a consolidated billing system.

Business ownership considerations
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Scott H

Series 63, Series 65

Ely, MN

UBS Financial Services

Scott Hilpert is a financial advisor with UBS Financial Services in Ely, MN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Hilpert supports outdoor activities through Takedown Outdoors LLC, providing instruction and event support related to outdoor sports. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management, using proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad platform that includes custody, underwriting, and securities-backed lending.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Daniel K

Series 66

Ely, MN

Edward Jones

Daniel Korbel is a financial advisor at Edward Jones in Ely, MN, holding a Series 66 designation with seven years of prior experience in the banking industry, including roles at First National Bank of Moose Lake and CorTrust Bank N.A. He joined Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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