Top financial advisors working with retirees in New Ulm, MN

Jill Berdan is a financial advisor with Edward Jones in New Ulm, MN, holding a Series 66 credential and having 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as secretary and treasurer for DISTINCT PROPERTIES, LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kevin Larson is a financial advisor with LPL Financial in New Ulm, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at American Family Insurance from 2016 to 2021. Larson is also involved with Frandsen Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of portfolio management options and research resources.

Nathan Windschitl is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 designation and has worked at firms including Woodbury Financial Services, The O. N. Equity Sales Company, Ohio National Financial Services, and Woodmen Accident and Life. Outside of his advisory role, he serves as a board member of the Shakopee Lions Club. OSAIC serves a broad mix of retail and institutional clients and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across multiple investment types.

Derek Shaver is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and SII Investments, Inc. He is also an insurance agent with Bank Midwest and is involved with Midwest Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools and maintains specialized programs for municipal and public finance as well as employer retirement plans.

Jared Hoscheit is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and Cambria. He serves as board treasurer for NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness, where he oversees budgeting and financial reporting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm integrates investment research and third-party data in its approach, with enrollment criteria that require minimum investable assets and incorporate assets managed within Ameriprise.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

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.