CFP®-certified financial advisors in Bemidji, MN

Michael Huerbin is a financial advisor with Focus Financial Network, Inc. in Bemidji, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Focus Financial Network and OSAIC since 2001. Outside of his advisory role, he serves as the racing director and coach for the Buena Vista Ski Area, where he works with youth ski racers on weekends during the winter season. He is also a part-owner of a local dragon boat rental business and serves as president and board member of the Minnesota Finlandia Community Health Sports nonprofit, organizing an annual cross-country ski marathon. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing a variety of strategies and investment vehicles tailored to client needs.

Andrew Latourelle is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016. Outside of his advisory role, he is also an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, with capabilities for discretionary and non-discretionary management across multiple platforms.

Bradley Koenck is a Series 66 licensed financial advisor with Ameriprise in Bemidji, MN, and has 22 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner and vice president of RJG Services, Inc., which provides office support and administrative services. Ameriprise Financial Services is a large institutional firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Kari Moran is a financial advisor with Edward Jones in Bemidji, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branches.

David Balmer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. He has served at Raymond James since 2015 and is also associated with First National Bank Bemidji, where he provides basic financial advice. Outside of his advisory roles, Balmer owns Ballhammer Industries LLC, a business focused on reselling tools and equipment purchased from auctions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using fact-finding, risk profiling, and modeling tools to support client goals and also provides specialized programs for municipal and public finance clients.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.