Top advisors focused on veterinarian in Minnesota

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Walter Fleak is a financial advisor at Focus Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Primerica Advisors and AXA Distributors. Outside of financial advising, he owns Fleak Consulting Inc., which provides marketing and IT consulting to non-financial services clients. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services with a diversified investment approach.

Alexander Robbel is a CFP® professional with six years of industry experience. He is currently with Summit Financial, LLC and has previously worked at Northwestern Mutual and Benson Wealth Management. Robbel is also licensed to offer insurance products through multiple companies, including an affiliated entity. Summit Financial, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, businesses, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, retirement plan advisory services, and access to insurance and variable annuity products through various partners.

James Kalina is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of his advisory work, he is a part-time member of a musical group that performs several times annually and serves on the Economic Development Authority board for the City of Centerville, MN. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Demkiw is a financial advisor at Third Tier Wealth Management in Jericho, NY, holding a Series 65 designation with four years of industry experience. He has been associated with Third Tier Advisors since 2012 and focuses part of his time on fixed insurance sales as a licensed insurance agent. Third Tier Wealth Management is an independent registered investment adviser serving individual and business clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, supplemented by individual securities and tactical rebalancing, and utilizes third-party platforms to enhance its offerings.

Davin Rudy is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as a long-term personal resource to clients, assisting them in organizing and managing their broad spectrum of financial and life goals. He brings over twenty-five years of experience in business and team management to his role, engaging with business owners, physicians, executives, individuals, and families at various stages of wealth to provide personalized wealth management strategies. His expertise encompasses portfolio construction and development, education planning, liability management, tax minimization strategies, and overall cash management. Davin's client focus areas include college education planning, corporate executive services, divorce transition planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Davin holds a Bachelor's Degree from the University of Delaware and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish and participates in community organizations such as Habitat For Humanity, FC Frederick, and Elite Feet Dance Studio. Outside of work, he enjoys spending time with his family, as well as interests in chess, drawing/sketching, football, genealogy, photography, soccer, traveling, and watching movies.

Michael Sabatino is a CFP® with 11 years of industry experience. He is the sole advisor at Sabadoodle in Princeton, NJ, and previously worked at Guide-U Wealth Advisors LLC, Lifecycle Financial Advisors, LLC, and McGraw-Hill Federal Credit Union. Sabadoodle serves veterinarians and related employer or trade-association audiences, providing personalized financial planning and portfolio management services. The firm focuses on non-high-net-worth veterinarians, offering passive, low-cost portfolios and specialized programs such as student loan analysis and workplace financial wellbeing initiatives.

Sherry Taxman is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving as the sole advisor at Doctors Family Office LLC in Omaha, NE. She has been with the firm since 2014. Doctors Family Office provides financial planning and consulting primarily to medical professionals, including physicians, dentists, and veterinarians, focusing on comprehensive planning areas such as retirement, tax and estate analysis, and risk management. The firm does not manage client portfolios directly but assists clients with planning, periodic reviews, and selecting third-party advisory programs.

Matthew Taub is a financial advisor and owner of Taub Investment Planning Services LLC in Beachwood, Ohio, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual, Mutual of America, Physicians Financial Services, and MDRN Capital. Taub also maintains a legal affiliation, serving as an attorney and associate on general liability matters with a law firm. Taub Investment Planning Services LLC is a single-advisor independent registered investment adviser serving individuals, businesses, retirement plans, trusts, and other entities, with a focus on physicians, dentists, and veterinarians. The firm provides investment management through SEI Private Trust Co.’s Wealth Management Program, primarily on a non-discretionary basis, and offers financial planning and consulting that includes tax, estate, and specialized investment topics.