CFP®-certified financial advisors in Minot, ND

Jesse Goertzen is a financial advisor with First Command Advisory Services in Minot, ND, holding a Series 66 designation and three years of industry experience. Before joining First Command, he worked at Peoples State Bank of Velva and has served as the Head Volleyball Coach for Minot High School. First Command Advisory Services is an SEC-registered firm that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team.

Bart Bohrer is a financial advisor at Calton & Associates, Inc. in Minot, ND, holding Series 63 and Series 65 credentials with 22 years of industry experience. He previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of program structures and analytic approaches, combining both commissionable brokerage and insurance products alongside asset management services.

Nicholas Schmidt is a financial advisor at Edward Jones in Minot, ND, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Sanford Clinic for four years and spent thirteen years at Schmidt Chiropractic Clinic. 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, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Craig Zavalney is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 37 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he has ownership interests in several parcels of land in North Dakota. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm delivers these services through a centralized consulting team and emphasizes the use of affiliated investment products.

Chad Thuner is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Lincoln Investment since 2022 and previously held roles at Calton & Associates, Blue Key Capital, and Capital Financial Services. Outside of advising, Thuner is president of Huber Sprinkler Service, a company specializing in underground irrigation. Lincoln Investment is a large enterprise firm serving a broad client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, with investment strategies supported by an in-house Research team and third-party managers.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.