Top financial advisors in Grand Forks, 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 financial advisor in Grand Forks, ND, if you're navigating income changes tied to the local energy-driven economy, which can cause rapid growth and wage shifts. Without focused expertise, advisors may overlook how these fluctuations affect your long-term financial plans.
- Local economic insight. Confirm how they incorporate regional energy sector trends into your financial strategy.
- Income variability planning. Ask how they manage cash flow and savings when your earnings fluctuate.
- Tax impact awareness. Ensure they understand state-specific tax considerations linked to energy-driven income changes.
- Experience with growth cycles. Look for advisors who plan for both boom and bust periods in your financial roadmap.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brian E
CFP®, ChFC®, Series 66
Grand Forks, ND
Edward Jones
Brian Emerson's nine years of experience and CFP® certification equip him to address income variability and tax impacts relevant to Grand Forks' energy-driven economy. His role at Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, offers access to diverse advisory programs and investment strategies, distinguishing him from advisors at smaller firms or with less comprehensive resources.
Experience: 9 years
Avg account: $246,728
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Jaerod H
Series 63, Series 65
Grand Forks, ND
LPL Enterprise
Jaerod Hanson in Grand Forks, ND, offers financial planning with a flat-fee structure through LPL Enterprise, a large firm known for a model-driven investment approach and access to third-party asset managers. With two years of experience and expertise in tax-loss harvesting, he also brings practical knowledge from teaching economics and finance, which may help navigate income variability tied to the local energy economy.
Experience: 2 years
Avg account: $239,757
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Charlie A
Series 65
Larimore, ND
21st Financial
Charlie Andrys operates 21st Financial in Grand Forks, ND, bringing local insight with a focus on private and alternative investments, including options and derivatives strategies. As an independent advisor with a 1.21% annual AUM fee, he combines fundamental and technical analysis with a long-term buy-and-hold approach, offering unique Bitcoin-related allocations that differentiate him from other advisors in the area.
Experience: 1 year
Avg account: $46,840
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Sidney K
Series 63, Series 65
Grand Forks, ND
Wells Fargo Clearing
Sidney Kabah's affiliation with Wells Fargo Clearing in Grand Forks, ND, positions him to address financial needs influenced by the local energy-driven economy, leveraging the firm's extensive $671 billion asset management and broad advisory services. With four years of experience, Series 63 and 65 licenses, and a flat-fee structure, he serves high-net-worth clients through a large firm, distinguishing him from advisors with different fee models or client focuses.
Experience: 4 years
Avg account: $475,575
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Bradley E
Series 66
Grand Forks, ND
OSAIC
Bradley Erickson's 26 years of experience and Series 66 designation equip him to address income variability and tax impacts in Grand Forks' energy-driven economy. His affiliation with OSAIC, a large firm offering flat-fee structures and integrated advisory services, supports diverse client needs including high-net-worth investors and business owners, distinguishing him from advisors with narrower focuses or fee models.
Experience: 26 years
Avg account: $398,336
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