Top financial advisors in Marshall, MN
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 seek a financial advisor in Marshall, MN when you want local expertise combined with a clear understanding of your unique financial landscape. Choosing an advisor who knows the regional economic factors can help you avoid generic advice that doesn’t fit your situation.
- Local market insight. Confirm how they incorporate Marshall’s economic trends into your financial plan.
- Experience depth. Ask about their years working with clients in similar financial stages or goals.
- Fee structure clarity. Understand whether their fees are flat or based on assets, and how that aligns with your preferences.
- Firm size impact. Inquire how working with a large or smaller firm affects the attention and resources you’ll receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Corey S
CFP®, ChFC®, Series 63
Marshall, MN
Ameriprise
Corey Skogrand offers expertise in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Marshall, MN. With 29 years of experience at Ameriprise, a large firm known for retirement-income planning and tax-efficient strategies, he provides services with a 0.15% AUM fee, differentiating him through his extensive credentials and firm resources.
Experience: 29 years
Avg account: $471,167
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Ryan S
Series 66
Marshall, MN
LPL Financial
Ryan Serreyn offers 16 years of experience in wealth management and retirement plans for business owners, making him well-suited for clients in Marshall, MN seeking local expertise. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to those preferring transparent fees and access to extensive investment resources.
Experience: 17 years
Avg account: $399,489
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Jeffrey V
Series 65
Marshall, MN
Birath Wealth Management, LLC
Jeffrey Vandendriessche offers local expertise in Marshall, MN, with 10 years of experience and a Series 65 designation, focusing on wealth management, retirement planning, and college savings. His firm, Birath Wealth Management, provides discretionary portfolio management and uses fundamental analysis with client-specific policies, charging up to 2% annually on assets, which may differ from other advisors' fee structures and investment approaches.
Experience: 10 years
Avg account: $873,514
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James K
Series 63, Series 65
Marshall, MN
LPL Enterprise
James Kontz offers deep local expertise in Marshall, MN, with 38 years of experience and specialties in general retirement planning and tax-loss harvesting, making him well-suited for clients seeking seasoned guidance. Affiliated with the large firm LPL Enterprise, he provides flat-fee financial planning and serves self-employed individuals and business owners, distinguishing him through a combination of extensive experience and a clear fee structure.
Experience: 38 years
Avg account: $239,757
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Neil F
Series 66
Marshall, MN
Edward Jones
Neil Frost offers local expertise in Marshall, MN, with 21 years of experience at Edward Jones, a large firm known for comprehensive wealth management. His specialties include retirement income strategy, estate planning, and multi-generational wealth transfer, serving clients like retirees and business owners. Compared to others, his affiliation with a nationwide network and a fiduciary standard provides broad resources and structured advisory programs.
Experience: 21 years
Avg account: $246,728
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