Top liquidity event planning financial advisors in Eagan, MN

Crystal Kelly is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked with Transamerica entities since 2013. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation, contribution rates, and retirement age guidance. Their approach incorporates portfolio construction and oversight powered by Morningstar Investment Management, providing both discretionary and non-discretionary advice to a broad client base.

Michael Bins is a CFP® professional currently affiliated with LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Charles Bremer is a financial advisor with Equitable Advisors in Eagan, MN, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously was associated with Axa Advisors. Outside of his advisory role, he was involved with Ruby's Homemade, LLC for ten years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Kyle Perisic is a financial advisor at Voya Financial Advisors, Inc. with four years of industry experience. He holds the Series 65 and Series 63 licenses and has worked previously at U.S. Bancorp Investments, Inc., U.S. Bank, Amazon, and the United States Postal Service. Voya Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures emphasizing non-discretionary, recommendation-based advice.

Luke Johnson is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions with CETERA Advisor Networks LLC, Sterling Bridge Insurance Agency Inc, Carroll Enterprises Inc, LYFT, and Riversource Distributors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with an emphasis on systematic methodologies and long-term asset allocation.

Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on serving corporate executives and high-earning professionals who have complex compensation structures, including equity awards such as RSUs, stock options, ESPP programs, deferred compensation packages, and performance awards. In his role, he helps clients manage concentration risk, reduce tax implications, and align their equity compensation with long-term, goals-based wealth strategies. Since entering the industry in 2017, Andrew has adopted a structured, plan-first approach that incorporates compensation, cash flow, family priorities, retirement planning, and overall risk management. He guides clients through various financial events, including vesting, diversification, liquidity management, and retirement income planning. His expertise extends to executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he also competed as a student-athlete in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, Andrew enjoys boating, golfing, football, ice hockey, music, and spending time with his family.

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Authentikos in 2025, she worked at First Command Insurance Services and related entities from 2022 to 2025. Outside of her advisory role, she provides educational consulting as a Special Education Advocate for parents of special needs children. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and access to model-portfolio solutions implemented on a wrap-fee platform. The firm customizes portfolio allocations based on clients’ goals and risk tolerances using fundamental, cyclical, and technical analysis across a broad range of investments.

Perrin Berry is a Series 65 licensed financial advisor at Apollon Wealth Management, LLC with two years of industry experience. Prior to joining Apollon, Berry held roles at Crisp Event Rentals, Modern Woodmen, and the Secretary of State’s Office. Outside of finance, Berry has experience working with the Lake Murray Boat Club and the University of South Carolina. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving a diverse client base including individuals, families, trusts, businesses, charitable organizations, retirement plans, and insurance companies. The firm offers comprehensive financial planning and portfolio management services, employing a combination of centrally managed models and locally managed portfolios, with an investment approach that includes ESG strategies, tax-managed overlays, and the use of third-party sub-managers.

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.