Top financial advisors in Dickinson, 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.
You might be looking for financial advisors in Dickinson, ND when you want local expertise to navigate your financial goals and challenges. Choosing an advisor unfamiliar with the regional market or local regulations can lead to missed opportunities or costly mistakes.
- Local market knowledge. Confirm how well they understand Dickinson's economic landscape and how it affects your investments and planning.
- Experience with your life stage. Whether you're a Baby Boomer planning retirement or a Millennial building wealth, ask how they tailor advice to your generation's unique needs.
- Fee structure clarity. Flat-fee advisors offer predictable costs; check how their fees align with the services you require.
- Firm size impact. Large-firm advisors may have more resources, while independent ones might offer more personalized attention—ask which fits your preferences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darren L
Series 66
Dickinson, ND
Cambridge Investment Research Advisors
Darren Limesand offers expertise in retirement income strategies and plans for business owners, supported by 20 years of experience and a Series 66 designation, making him well-suited for clients in Dickinson, ND seeking retirement-focused advice. Affiliated with Cambridge Investment Research Advisors, a large firm, he provides flat-fee financial planning options and access to model portfolios, distinguishing him from advisors at smaller firms with different fee structures.
Experience: 21 years
Avg account: $378,281
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Collette S
Series 66
Dickinson, ND
OSAIC
Collette Shifflett offers financial advice in Dickinson, ND, with a focus on annuities and experience serving founders, executives, and retirees. Working at OSAIC, a large firm with flat-fee options, she provides access to technology-driven investment processes and a broad client base, distinguishing her from advisors with smaller firms or different fee structures.
Experience: 2 years
Avg account: $398,336
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Michael P
CFP®, Series 65
Dickinson, ND
Mike Parke Investment Management, LLC
Michael Parke offers local expertise in Dickinson, ND, with a focus on active portfolio and concentrated stock management, supported by 35 years in financial services. His independent firm provides flexible billing, including flat fees and hourly rates, catering to diverse clients such as individuals and trusts, distinguishing him from advisors tied to larger firms or standard fee structures.
Experience: 4 years
Avg account: $712,428
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Kimberly O
Series 66
Dickinson, ND
LPL Financial
Kimberly O'Brien offers local expertise in Dickinson, ND, with specialties in wealth management, retirement plans for business owners, and college savings, supported by her Series 66 credential and three years of experience. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and access to extensive investment resources, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 4 years
Avg account: $399,489
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Marlene B
Series 63, Series 66
Dickinson, ND
Edward Jones
Marlene Bradbury's seven years of experience and Series 63 and 66 designations equip her to address retirement income strategies and estate planning for clients in Dickinson, ND. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, distinguishing her through access to extensive resources and a broad advisory network.
Experience: 7 years
Avg account: $246,728
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