Large-firm financial advisors in Minot, ND

Jesse Goertzen is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and has worked at various related entities within First Command since 2024. Outside of his advisory work, he serves as the Head Volleyball Coach for Minot High School. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios and third-party managers selected 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 at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Lincoln Investment since 2022. Prior to this, he was with Calton & Associates, Inc., Blue Key Capital, LLC, and Capital Financial Services, Inc. Outside of his advisory work, he is president of Huber Sprinkler Service, an underground irrigation company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs both strategic and tactical investment approaches and offers discretionary and non-discretionary programs, managing a mix of in-house and third-party strategies.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

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.

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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.