Top active portfolio management financial advisors in Mankato, MN

Michael Kittelson is a CFP® with 16 years of experience in the financial services industry. He is affiliated with Cetera and has also worked at First Security Bank, First National Bank of Minnesota, and Wells Federal Bank. He serves on the investment committee and board of directors for the Mankato Area Foundation and is a board member of the Mankato Clinic Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Matthew Norland is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Investors Financial Group, LLC and LPL Financial LLC. Outside of his advisory role, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, and corporate clients. The firm offers portfolio management, financial planning, and access to various third-party asset management programs, utilizing a range of investment strategies tailored to client objectives.

Todd Zimmermann is a financial advisor with Principal Financial Services in Mankato, MN, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1998. Beyond advisory work, he is involved in health, life, dental, and long-term care insurance sales, including Medicare supplement policies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Bradley Johnson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has worked at Commonwealth since 2012 and has been affiliated with Pratt, Kutzke & Associates LLP since 2001. Johnson is also the owner and president of Oak Branch Financial, LLC, a private entity involved in his securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports advisors with operations, trading, technology, compliance, and practice-management resources.

Jennifer Seys is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked in education and direct sales roles, including positions at Mankato Area Public Schools, St. Clair Public School, Monat Global, and Rodan + Fields. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

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.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.