Top annuities financial advisors in Bloomington, MN

Jason Soli is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Ameriprise Financial Services, Inc., Optum Financial, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jacob Rahbain is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has previously worked at NorthRock Partners LLC, TD Ameritrade, MML Investors Services, and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Constance Erickson is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She holds the Series 66 designation and has worked with firms including Avantax Insurance Agency and Avantax Advisory Services. Outside of her advisory role, she owns Constance Financial Consulting, which provides tax services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and both proprietary and third-party strategies.

Douglas Goodmundson is a financial advisor at Guardian Wealth Advisors, LLC with seven years of industry experience. He has previously worked at Great Waters Financial, Bethany International, and Berthel Fisher & Company Financial Services. Outside of advising, he serves as treasurer for Faith Homes and works as a Medicare agent helping clients assess and enroll in Medicare plans. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a systematic, quantitative investment approach using ETFs and mutual funds, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Frank Ell is a CFP® professional with 38 years of experience in financial advising. He is currently with LPL Financial and has worked there since 2017. Prior to joining LPL, he was associated with National Planning Corporation and has been involved with Burns Brothers Financial Group since 1986. In addition to his advisory work, he also performs tax preparation and acts as a notary for clients. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering comprehensive financial planning and advisory programs. The firm provides both discretionary and non-discretionary management options and utilizes research from multiple sources to support diversified investment strategies.

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.

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.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.