Flat-fee financial advisors in Jamestown, ND

Steven Sedler is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Sedler serves as an executive board member for the Jamestown Basketball Booster, supporting youth basketball in his community. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

David Falk is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning and Berthel Fisher & Company Financial Services since 2019, following four years at Securities America Advisors. Outside of his advisory role, he is a general member of local organizations including the Knights of Columbus, Elks Lodge, and Jamestown Dollars for Scholars. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.

Paul Witthauer is a financial advisor with G. A. Repple & Company in Jamestown, ND, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 39 years of industry experience, including roles at Oneamerica Securities and a longstanding association with The Principal Mutual Life Insurance Company and Pioneer Mutual Life Company. Outside of advisory work, he serves as president of Witthauer Inc., a fixed insurance sales business. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, employer-sponsored retirement plans, trusts, estates, and corporate clients. The firm uses various analytical approaches to tailor portfolios and offers multiple program options, including wrap and non-wrap accounts, separately managed accounts, and a Biblically-Responsible Investing model.

Brittni Rodin is a financial advisor at Ameriprise with six years at the firm and a total of 14 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the Board of Directors for Marion Lutheran Church. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendation reports delivered in partnership with their financial advisors.

Katie Grager is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2013. Outside of her advisory role, she is involved in farm labor activities on a family farm and serves as a registered agent and board member for a local nonprofit focused on fundraising for community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and planning without discretionary trading authority. The firm integrates planning with a managed-account program under a consolidated billing option, emphasizing holistic, client-tailored financial advice.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.