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 with Principal Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Dakota Community Investments, Principal Life Insurance Co., and Dakota Community Bank & Trust. He is also engaged in insurance activities, writing life, disability, long-term care, annuities, group products, and property and casualty insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Zachary Hefner is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and First International Bank & Trust in Bismarck, ND. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing. Hefner also manages Hefner Investments LLC, a business related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

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 at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

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.