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.
When you're navigating financial decisions in Grand Forks, ND, especially amid an energy-driven economy with fluctuating wages, you need advisors who understand these local dynamics. A common mistake is working with someone who applies generic advice without considering regional economic cycles.
- Local economic insight. Confirm how they factor in Grand Forks' energy sector shifts when planning your finances.
- Experience with wage variability. Ask how they help clients manage income changes tied to regional growth spurts.
- Customized cash flow strategies. Look for advisors who adjust plans based on your unique earnings patterns, not just standard models.
- Long-term adaptability. Ensure they prepare you for both rapid growth phases and potential slowdowns in the local economy.
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 eight years of experience and CFP® certification equip him to address financial challenges in Grand Forks' energy-driven economy, including retirement income and withdrawal strategies tailored to fluctuating wages. Working with Edward Jones, a large full-service firm, he offers diverse advisory programs and wealth management services, providing clients access to extensive resources and a broad network compared to smaller local advisors.
Experience: 9 years
Avg account: $246,728
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Raymond G
Series 65
Grand Forks, ND
Tencap Wealth Coaching
Raymond German's experience in Grand Forks, ND, combined with his expertise in retirement income strategy and business exit planning, equips him to address financial needs influenced by the local energy-driven economy. His firm, Tencap Wealth Coaching, offers discretionary portfolio management and comprehensive planning with a flat-fee structure up to $10,000, catering to individuals and high-net-worth clients, distinguishing him through tailored asset management and legal expertise in estate planning.
Experience: 11 years
Avg account: $373,562
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Keith B
Series 63, Series 65
Minneapolis, MN
Ameriprise
Keith Bjerk's 39 years of experience and expertise in cash flow and budgeting make him well-suited to address the financial challenges posed by Grand Forks' energy-driven economy and wage variability. Operating within Raymond James Financial, a large firm offering flat-fee and hourly fee structures, he serves a diverse client base including business owners and retirees, providing tailored financial plans with non-discretionary investment consulting.
Experience: 39 years
Avg account: $471,167
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Charlie A
Series 65
Grand Forks, ND
21st Financial
Charlie Andrys operates in Grand Forks, ND, offering portfolio management with a focus on private and alternative investments, including options and derivatives strategies. His firm, 21st Financial, serves individuals and high-net-worth clients using both fundamental and technical analysis, incorporating cryptocurrency allocations, which may appeal to clients seeking diversified, long-term portfolios beyond traditional approaches.
Experience: 1 year
Avg account: $22,826
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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 navigate Grand Forks' energy-driven economy, especially with his expertise in annuities and serving executives and business owners. Operating within OSAIC, a large firm offering flat-fee structures and advanced portfolio management, he provides adaptable financial planning suited for clients facing variable income and regional economic shifts.
Experience: 26 years
Avg account: $398,336
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