Top general retirement planning financial advisors in Bismarck, ND

Derek Binstock is a Series 66-licensed financial advisor with eight years of industry experience, currently with OSAIC since 2024. His prior experience includes roles at American Portfolios Advisors Inc., American Portfolios Financial Services, American Insurance, LPL Financial, Investment Centers of America, and Gilchrist & Fettig Financial. He also serves as an investment officer assistant for Bravera Planning and Investing. OSAIC serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with an investment approach that incorporates asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

Grayden Stone is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. Prior to joining Principal, he worked at Dakota Community Investments and holds experience at several regional institutions including Dakota Community Bank & Trust and Dickinson State University. Stone also maintains an outside insurance position involving life, disability, long-term care, annuities, group products, and property and casualty insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Zachary Hefner is a financial advisor with LPL Financial based in Bismarck, ND, holding a Series 66 designation and seven years of industry experience. He has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Hefner is involved with Hefner Investments LLC, an investment-related business affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Reid Flaagan is a financial advisor at Eagle Strategies (NY Life) based in Bismarck, ND, with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Eagle Strategies since 2021. Prior to that, he was affiliated with NYLIFE Securities LLC and New York Life Insurance Company starting in 2017. Outside of finance, he officiates high school and college football and basketball and occasionally manages the scoring system for the local Northwoods League baseball team. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Andrew Mongeon is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Principal Securities Inc. and Principal Life Insurance Company. He is also a financial advisor at Lux Wealth Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.