Seasoned 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 seek a seasoned financial advisor in Dickinson, ND when you've experienced significant income changes tied to the local energy-driven economy or are planning for long-term financial stability amid economic shifts. Without deep experience, advisors may overlook how these income fluctuations affect your investment and retirement plans.

  • Local economic insight. Look for advisors who understand Dickinson's energy sector cycles and how they impact your financial goals.
  • Long-term planning focus. Confirm they build strategies that adapt to periods of rapid growth and potential downturns.
  • Experience with income variability. Ask how they manage cash flow and savings when your wages fluctuate.
  • Comprehensive risk management. Ensure they consider both market risks and local economic factors in their advice.

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 is a financial advisor with Cambridge Investment Research Advisors in Dickinson, ND, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and also operates as an independent insurance agent through Western Frontier Insurance Agency. Additionally, he serves as treasurer for the Bowman County Rural Ambulance Service District. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Collette S

Series 66

Dickinson, ND

OSAIC

Collette Shifflett is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. She previously worked at Bravera Bank and Dunham's Sports. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers. The firm uses various tools and platforms to construct and manage diversified portfolios, providing access to multiple investment vehicles and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Michael P

CFP®, Series 65

Dickinson, ND

Mike Parke Investment Management, LLC

Michael Parke is a CFP® and Series 65 licensed advisor with 35 years of experience in the financial services industry. He is the principal of Mike Parke Investment Management, LLC, based in Dickinson, ND. In addition to his advisory work, he is president and sole owner of a tax preparation business, Michael C. Parke Management Services, Inc. Mike Parke Investment Management, LLC provides investment supervisory services, financial planning, and advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on active management of individual stocks and bonds, utilizing a combination of fundamental, technical, and cyclical analysis supported by third-party research, and offers both discretionary portfolio management and flexible billing arrangements.

Active portfolio management Concentrated stock management
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Kimberly O

Series 66

Dickinson, ND

LPL Financial

Kimberly O'Brien is a financial advisor with LPL Financial in Dickinson, ND, holding a Series 66 designation and four years of industry experience. Prior to her current role, she operated a daycare business for six years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, utilizing model portfolios and research from various sources.

College savings (529s, UTMA, etc.)

Marlene B

Series 63, Series 66

Dickinson, ND

Edward Jones

Marlene Bradbury is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Bremer Bank and AgCountry Farm Credit Services. Outside of her advisory role, she is involved in an office rental business in Dickinson, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott M

Series 63, Series 65

New York, NY

Morgan Stanley

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

General estate planning guidance
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David C

Series 63, Series 65

Houston, TX

LPL Financial

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

College savings (529s, UTMA, etc.)
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Sarah C

CFP®, Series 63, Series 65

Boston, MA

Santander Securities LLC

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.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Linda P

Series 63

Mt. Laurel, NJ

BC Advisors, LLC

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Active portfolio management

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