Top financial advisors in Jamestown, 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 financial advisor in Jamestown, ND when you're facing complex financial decisions or planning for your future. A common mistake is choosing an advisor who doesn't fully understand your local economic environment and specific financial needs.
- Local market knowledge. Ensure the advisor understands Jamestown's economic factors that could impact your investments and financial plans.
- Experience with diverse firms. Look for advisors who have worked across different types of firms, as this can indicate adaptability to various client situations.
- Clear fee structure. Confirm how the advisor charges for their services to avoid surprises and ensure it aligns with your budget.
- Client age group familiarity. Check if the advisor has experience working with clients in your generation, as financial priorities can vary widely by age.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Steven S
Series 63, Series 66
Jamestown, ND
STIFEL
Steven Sedler's 15 years of experience and Series 63 and 66 designations equip him to address retirement and income planning needs in Jamestown, ND. Working at Stifel, a large firm with a proprietary investment approach, he brings insights from prior roles at Wells Fargo, serving diverse clients including individuals and institutions, which may offer broader perspectives compared to smaller local advisors.
Experience: 15 years
Avg account: $773,556
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David F
Series 63, Series 65
Jamestown, ND
BFC PLANNING, Inc.
David Falk's extensive 44 years of experience and local presence in Jamestown, ND, equip him to navigate the area's economic factors effectively. His firm, BFC Planning, Inc., serves a diverse clientele including individuals and corporations, offering flat-fee financial planning and portfolio management, which may appeal to clients seeking transparent fees and tailored investment strategies.
Experience: 44 years
Avg account: $325,935
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Paul W
ChFC®, Series 63, Series 66, Series 65
Jamestown, ND
G. A. Repple & Company
Paul Witthauer's extensive 39 years of experience and ChFC® designation equip him to address complex financial needs in Jamestown, ND, including planning for children with special needs and divorce financial planning. His firm offers flexible fee structures, including flat fees and asset-based fees, and provides diverse investment approaches such as ETF-focused and Biblically-Responsible Investing, distinguishing him from other local advisors.
Experience: 39 years
Avg account: $217,968
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Brittni R
Series 63, Series 66
Jamestown, ND
Ameriprise
Brittni Rodin specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Jamestown, ND. Working at Ameriprise, a large firm known for retirement-income planning with a 0.15% AUM fee, she brings 14 years of industry experience and a focus on tax-efficient, tailored recommendations.
Experience: 4 years
Avg account: $471,167
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Katie G
Series 63, Series 65
Jamestown, ND
Thrivent Investment Management
Katie Grager's 12 years of experience and Series 63 and 65 licenses equip her to address financial needs in Jamestown, ND, especially for clients with business ownership considerations. Working at Thrivent Investment Management, a large firm offering dedicated planning and managed-account programs, she combines local insight with comprehensive, goal-based financial analyses tailored to individuals, families, and nonprofits.
Experience: 12 years
Avg account: $162,801
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