Independent financial advisors in Albert Lea, MN

Jason Willner is a CFP® professional with 20 years of experience in financial advising. He is currently with LPL Financial since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2022. Outside of his advisory role, he is an insurance agent for non-variable products in Albert Lea, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Murray is a financial advisor at ISC Financial Advisors with 12 years of industry experience. He has been with ISC Financial Advisors since 2013. Outside of his advisory role, he coaches for the Albert Lea Hockey Association. ISC Financial Advisors serves individual and institutional clients, including high-net-worth individuals and corporate retirement plans, offering investment management, retirement-plan design, and financial planning. The firm manages approximately $1.35 billion in assets and employs fundamental analysis, long-term strategies, and both strategic and tactical asset allocation in portfolio construction.

Wade Kolander is a financial advisor with Cetera, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, Great Plains Financial Partners, and Cetera since 2013. Outside of his advisory work, he serves on the board of directors for the Cedar River Country Club and works as a cook at Austin Country Club. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, corporate, and institutional clients nationwide. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement services through a wide range of investment programs and third-party managers.

Andrew Irvine is a financial advisor with Edward Jones in Albert Lea, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Edward Jones since 2011. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Suzanne Kach is a financial advisor with Ameriprise in Albert Lea, MN, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise since 2010, including her current role starting in 2020. Outside of her advisory work, she consults with clients and performs investment analysis through F&G Management LLC. Ameriprise serves clients primarily through its retirement-income planning service, which targets individuals nearing or in retirement with significant investable assets. The firm delivers non-discretionary, research-driven recommendations focused on income sources, Social Security options, tax-smart withdrawals, and asset management, supported by a centralized consulting team and algorithmic tools.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.