Flat-fee, family Business financial advisors in Edina, MN

Boyd Janto is a CFP® and holds a Series 66 license with 26 years of industry experience. He has worked at Wells Fargo Advisors since 2025, following nine years at Wells Fargo Clearing and prior roles at Allspring Funds Management and Strong Capital Management. In addition to his advisory work, he serves as treasurer for the Kettle Moraine YMCA, overseeing cash flow, debt management, and endowment fund investments. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing Wells Fargo research and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

Eric Wenkus is a financial advisor with UBS Financial Services in Edina, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets and has been involved with GolfSport, a small golf retail store, for over two decades. Outside of his advisory role, he coaches youth hockey and has served as an assistant hockey coach in various local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Corissa Moos is a financial advisor at Sieben Wealth Planning LLC in Edina, MN, holding a Series 66 designation with 14 years of industry experience. She worked at RBC Capital Markets for seven years before joining Sieben Wealth Planning in 2022. Sieben Wealth Planning serves individuals, families, trusts, estates, businesses, and retirement plans with customized wealth management and financial planning services. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, offering discretionary portfolio management and written financial plans.

Mark Vandersall is a financial advisor with Ameriprise in Edina, MN, holding the CFP® and ChFC® designations and possessing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in broadcasting through his ownership of Tafoya Productions, Inc. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Tanner Danks is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Northwestern Mutual Investment Services and Anderson, Foe, Kent, Madsen & Associates, LLC, where he serves as a Wealth Management Representative. He is also active as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Chase Garbers is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beacon Pointe Advisors, LLC. Before entering the financial industry, Garbers had a career in professional football, including time with the National Football League and the United Football League. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC in Peoria, IL, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Bedrock Digital Asset Management, Mass Mutual Investors Services, and Menold Construction and Restoration. Outside of advisory work, he co-owns YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management serves individuals, families, closely held businesses, and charitable organizations, offering investment management, financial planning, and multi-family office services. The firm manages approximately $21 million in client assets and employs a diversified investment approach that incorporates both traditional and alternative asset classes.

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.