Top general retirement planning financial advisors in Fairmont, MN

Sarah Willers is a financial advisor at Carson Wealth holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Sweet Financial Partners and Raymond James Financial Services. Outside of her advisory work, she serves as a notary. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Jeffrey Zarling is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Full Circle Financial and ProEquities, Inc. Outside of advisory work, he is owner and president of RTA Properties LLC, which manages real estate sales and property management. United Planners Financial Services is a national wealth-management enterprise serving a broad client base ranging from individual investors to institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers to deliver tailored investment and cash-management solutions.

Jessica Salic is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked at Cetera and Profinium since 2023 and previously spent 16 years at Sweet Financial Services. Salic serves as chairman of the school board for Granada-Huntley-East Chain Schools and is secretary for the Granada-Huntley-East Chain Community in Action Board, supporting local youth through 4H club activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party investment strategies.

Matthew Fischer is a financial advisor with Edward Jones in Fairmont, MN. He holds a Series 63 designation and has 27 years of industry experience, all with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is noted for its large network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Brandon Sahr is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and bringing nine years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, Sahr serves on the board of New Horizon Adoption Agency, a nonprofit focused on adoption services, and has been involved with Dell Lutheran Church as a council member. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures.

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.

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.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.