Top financial advisors in Fargo, 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 considering a Roth conversion if you expect your tax rate to rise in retirement or want to manage taxable income carefully. A common mistake is treating conversions as a one-time event rather than a strategic, multi-year plan.
- Tax bracket management. Ask how they plan conversions to keep you in lower tax brackets over several years, not just for the current tax season.
- Coordination with tax professionals. Confirm how they work with your tax preparer to handle state taxes and Medicare premium impacts.
- Account prioritization. Find out which accounts they recommend converting first and why, based on your overall withdrawal strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darrell M
Series 63, Series 65, Series 66
Fargo, ND
Oakwood Capital, Inc.
Darrell Mccroskey's 34 years of experience and expertise in wealth management and tax strategies for small businesses make him well-suited for managing Roth conversions in Fargo, ND. His firm, Oakwood Capital, offers flexible fee structures including flat fees and hourly rates, serving individuals and small-business retirement plans with both discretionary and non-discretionary portfolio management options.
Experience: 34 years
Avg account: $432,553
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Anthony P
Series 63, Series 66
Fargo, ND
Cetera
Anthony Paper's 25 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to assist with strategic Roth conversions in Fargo, ND. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing a blend of personalized planning and access to diverse portfolio management solutions.
Experience: 25 years
Avg account: $306,089
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Nicholas P
Series 66
Fargo, ND
LPL Financial
Nicholas Peterson in Fargo, ND, is equipped to assist with Roth conversions through his expertise in wealth management and tax-loss harvesting, supported by seven years of industry experience and a Series 66 designation. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients including business owners and retirees, providing access to extensive research and investment resources.
Experience: 7 years
Avg account: $399,489
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Casey N
Series 63, Series 65
Fargo, ND
Integrity Alliance, LLC
Casey Nelson in Fargo, ND, offers expertise in annuities and ESG investing, supported by 13 years of experience and Series 63 and 65 licenses. Working with Integrity Alliance, a large firm, he provides flexible fee options including flat fees up to $50,000 and hourly rates, serving diverse clients with both advisor-managed and model-based portfolios, which may benefit those planning strategic Roth conversions.
Experience: 14 years
Avg account: $454,036
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Rodney S
ChFC®
Fargo, ND
Complete Investment Advisory, LLC
Rodney Schauer in Fargo, ND, offers expertise in private and alternative investments along with options and derivatives strategies, which can support strategic Roth conversions over multiple years. As an independent advisor with 14 years of experience and a ChFC® designation, he integrates tax planning through his affiliated tax advisory firm and uses a multi-method investment approach, differentiating him from others by combining discretionary asset management with personalized portfolio reviews.
Experience: 14 years
Avg account: $576,762
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