Top financial advisors in Bismarck, ND
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're facing a major financial decision like buying a home, planning for college costs, or preparing for retirement, the advisors below can help you navigate complex choices. A common mistake is focusing only on immediate needs without considering how these decisions affect your long-term financial health.
- Local market knowledge. Advisors familiar with Bismarck understand regional economic factors that impact your investments and financial plans.
- Comprehensive planning approach. Look for advisors who integrate budgeting, debt management, and savings goals rather than treating these areas separately.
- Experience with life transitions. Ask how they support clients through events like career changes, inheritance, or starting a family, which often require tailored financial adjustments.
- Clear communication. Ensure the advisor explains strategies in plain language, helping you understand trade-offs and avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Derek B
Series 66
Bismarck, ND
OSAIC
Derek Binstock's experience with annuities and his Series 66 designation equip him to assist clients in Bismarck with retirement and income planning. Working at Osaic, a large firm known for comprehensive investment processes and diverse client services, he offers flat-fee and negotiable AUM fee structures, which may appeal to clients seeking flexible payment options and access to extensive resources.
Experience: 8 years
Avg account: $398,336
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Grayden S
Series 66
Bismarck, ND
Principal Financial Services
Grayden Stone offers financial advisory services in Bismarck, ND, backed by his Series 66 designation and experience with Principal Financial Services, a large firm known for diverse client services including retirement plan consulting and access to third-party asset management. His fee structure includes AUM fees up to 1.75%, hourly, and monthly options, providing flexible payment methods compared to other advisors in the area.
Experience: 2 years
Avg account: $324,050
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Zachary H
Series 66
Bismarck, ND
LPL Financial
Zachary Hefner's seven years of experience and Series 66 designation equip him to assist with wealth management, retirement plans for business owners, and college savings in Bismarck, ND. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and consulting, he combines local expertise with access to extensive research and diverse client services, distinguishing him from advisors at smaller firms.
Experience: 7 years
Avg account: $399,489
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Reid F
Series 63, Series 66
Bismarck, ND
Eagle Strategies (NY Life)
Reid Flaagan offers expertise in retirement income strategies and plans for business owners, supported by eight years of industry experience and Series 63 and 66 designations. Operating within Eagle Strategies, a large firm in Bismarck, he provides flexible fee options including asset-based, hourly, and subscription agreements, distinguishing him with access to extensive resources and a client-directed investment approach.
Experience: 9 years
Avg account: $235,446
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Andrew M
Series 66
Bismarck, ND
Cetera
Andrew Mongeon offers expertise in wealth management and retirement plans for business owners, making him well-suited for clients in Bismarck facing major financial decisions. His 26 years of experience, Series 66 designation, and affiliation with Cetera—a large firm providing diverse portfolio management and fiduciary solutions—distinguish him with flat-fee and hourly consulting options, catering to high earners and those approaching retirement.
Experience: 26 years
Avg account: $306,089
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