Top wealth management financial advisors in Marshall, MN

Corey Skogrand is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is an owner of C&C3, LLC, a real estate business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, providing tailored recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Serreyn is a financial advisor with LPL Financial in Marshall, MN, holding a Series 66 designation and 17 years of industry experience. He previously worked at Raymond James Financial Services and Ameriprise Financial Services. Serreyn serves as president of the Marshall Volunteer Fire Department board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and both discretionary and non-discretionary management approaches.

Jeffrey Vandendriessche is a financial advisor at Birath Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His work history includes operating Jeff Vandendriessche Tax Services since 2016 and managing Vandendriessche Farms since 1994. Birath Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, corporations, and municipalities, providing portfolio management and financial planning. The firm builds portfolios using fundamental analysis across various asset classes and typically acts with discretionary trading authority while offering ongoing reviews and tailored investment strategies.

James Kontz is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has spent the majority of his career with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. Outside of his advisory work, he manages a farm focused on weed control and drainage and is involved in health insurance sales. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to a range of advisory and brokerage services through an integrated platform.

Neil Frost is a financial advisor with Edward Jones in Marshall, MN, holding a Series 66 designation and 21 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds, and operates under a fiduciary standard.

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.

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.

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.

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.