Top financial advisors in Brainerd, MN
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.
You might seek a financial advisor in Brainerd, MN when you're navigating complex income planning amid relatively high state taxes and want to make the most of available social services. A common pitfall is overlooking how local tax rules and social benefits interact, which can reduce your net income if not managed carefully.
- Local tax knowledge. Confirm how the advisor integrates Minnesota's tax landscape into your income and investment plans.
- Income timing strategies. Ask how they help schedule income and withdrawals to optimize tax efficiency and benefit eligibility.
- Social service coordination. Check if they consider state social programs in your financial plan to maximize support without unintended penalties.
- Experience with regional clients. Look for advisors familiar with Brainerd's economic environment and typical financial challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rebecca J
Series 63
Brainerd, MN
Primerica Advisors
Rebecca Janey's 26 years of experience and expertise in income planning and tax-loss harvesting make her well-suited to navigate Brainerd's complex tax environment. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, she serves both individual and high-net-worth clients, providing access to model-delivery strategies and third-party asset managers.
Experience: 26 years
Avg account: $228,117
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Scott S
Series 63
Brainerd, MN
Ameriprise
Scott Stroot specializes in retirement income strategy and Social Security optimization, making him well-suited for managing income planning challenges in Brainerd, MN. With 26 years of experience at Ameriprise, a large firm offering tax-efficient withdrawal strategies and written recommendation reports, he supports clients approaching retirement with a comprehensive, research-driven approach.
Experience: 27 years
Avg account: $471,167
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Mark H
Series 66
Brainerd, MN
LPL Financial
Mark Hoge, based in Brainerd, MN, offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting and college savings strategies. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, serving a diverse client base including high-net-worth households, which may offer broader resources compared to smaller local advisors.
Experience: 4 years
Avg account: $399,489
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Atesha B
Series 66
Brainerd, MN
OSAIC
Atesha Barnes Nelson brings 17 years of experience and Series 66 licensure to clients in Brainerd, MN, with a specialty in annuities that can support income planning amid local tax complexities. Working at OSAIC, a large firm managing around $200 billion in assets, she offers flat-fee financial planning and consulting services, distinguishing her with flexible fee options and access to technology-driven investment programs.
Experience: 18 years
Avg account: $398,336
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Jonathan A
Series 66
Brainerd, MN
Edward Jones
Jonathan Anderson, based in Brainerd, MN, offers wealth management services with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate local tax complexities and income timing strategies. As part of Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment options and advisory programs, supported by a broad network and a fiduciary standard, differentiating him from smaller local advisors.
Experience: 0 years
Avg account: $246,728
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