Large-firm financial advisors in Grand Forks, ND

Brian Emerson is a CFP® and ChFC® professional with nine years of experience in the financial industry. He has worked at Edward Jones since 2017 and previously spent 11 years at Fagen, Inc. Outside of his advisory role, he is involved in property management in Crookston, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, investment strategies, and affiliated financial services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jaerod Hanson is a financial advisor with LPL Enterprise in Grand Forks, ND, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked with The Prudential Insurance Company of America, Pruco Securities, LLC, BakerCampArnold Capital Management, and operates Hanson Financial Associates, LLC, where he offers personal and commercial property and casualty insurance. Hanson also serves as a college instructor at Northland Community & Technical College, teaching Economics, Finance, and Taxes. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various non-securities products and services.

Charlie Andrys is a Series 65–licensed financial advisor at 21st Financial with one year of industry experience. Prior to joining 21st Financial, he worked in mining and lawn care. 21st Financial is an independent advisory firm that manages approximately $1.26 million across about 27 client accounts. The firm serves individuals, high-net-worth clients, closely held businesses, and a variety of institutional clients, focusing on customized, long-term portfolios centered on Bitcoin and related instruments. The firm integrates fundamental and technical analysis with unique services like Bitcoin self-custody and multisignature wallet setup.

Sidney Kabah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at Wells Fargo Bank, U.S. Bank Corp, and Bremer Bank. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment selection.

Bradley Erickson is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. He worked for Woodbury Financial Services for 19 years before joining OSAIC in 2024. Erickson serves as a board member for both the Climax Community Club and Climax-Shelly Public School, contributing to leadership development and school operations in his community. He is also the owner of Erickson Financial Advisors, providing insurance and annuity services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a broad range of asset classes.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.