Top financial advisors in North Dakota
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.
Choosing the right financial advisor in North Dakota means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on reputation alone and later finding out they don't work with your particular financial situation.
- Match on the actual work. Ask what types of financial planning they handle regularly. Advisors focused on high-net-worth clients might not be the best fit if your needs are different.
- Fee model fit. Understand if they charge a flat fee, a percentage of assets managed, or hourly rates, as this affects how they might prioritize your goals.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In larger firms, find out who else on the team would support you.
- Local economic awareness. North Dakota's energy-driven economy can cause rapid changes; check if the advisor understands how this impacts your financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jamey P
Series 63, Series 65
Fargo, ND
Principal Financial Services
Jamey Pesek's 16 years of experience and Series 63 and 65 licenses equip him to address diverse financial planning needs in North Dakota's dynamic economy. Working at Principal Financial Services, a large firm offering brokerage and advisory services to individuals, retirement plans, and military clients, he provides flexible fee options including asset-based, hourly, and monthly fees, distinguishing him from advisors with narrower client focuses or fee structures.
Experience: 16 years
Avg account: $324,050
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Cynthia F
Series 63, Series 65
Fargo, ND
OSAIC
Cynthia Fason's 26 years of experience and Series 63 and 65 credentials equip her to address financial planning needs in North Dakota's dynamic economy, with a specialty in annuities and a background as a founder and retired executive. Working at Osaic, a large firm offering flat-fee and negotiable AUM fee structures, she benefits from extensive resources and diverse client services, distinguishing her from solo practitioners in the region.
Experience: 27 years
Avg account: $398,336
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Brenda C
Series 63, Series 66
Minot, ND
Edward Jones
Brenda Cook's 25 years of experience and focus on general retirement planning make her well-suited to assist clients seeking retirement guidance in North Dakota. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive range of advisory programs with an asset-based fee up to 1.35% annually, providing clients access to extensive resources and support beyond solo practice advisors.
Experience: 26 years
Avg account: $246,728
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Benjamin B
CFP®, Series 66
Bismarck, ND
Capital City Wealth Management, Inc.
Benjamin Brandt Sr. specializes in general retirement planning and cash flow management, making him well-suited for clients seeking retirement-focused financial advice in North Dakota. Operating independently at Capital City Wealth Management, he offers discretionary investment management with diversified, risk-based portfolios and charges a 1.50% annual fee, distinguishing him from advisors who may have different fee structures or team-based approaches.
Experience: 19 years
Avg account: $962,963
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Todd R
Series 66
Bismarck, ND
LPL Financial
Todd Reamann's 19 years of experience and Series 66 designation equip him to address financial needs in North Dakota, including wealth management and retirement plans for business owners. Operating within LPL Financial, a large firm, he offers flat-fee financial planning and consulting, which may appeal to clients seeking predictable costs. His expertise also extends to college savings and tax-loss harvesting, providing a broad range of services compared to advisors with narrower focuses.
Experience: 19 years
Avg account: $399,489
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