Top college savings (529s, UTMA, etc.) financial advisors in Owatonna, MN

Christopher Fiske is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining First Heartland Capital Inc., he worked at Thrivent Financial and Thrivent Investment Management Inc. Fiske serves as a chaplain in the Iowa Army National Guard, providing religious support and supervising other chaplains. He is also a part-owner and financial manager of Steel Toe Games. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management, and model-based self-directed brokerage accounts, using a blend of fundamental, technical, and cyclical analysis along with strategic and tactical asset allocation.

Jessica Johnson is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones, U.S. Bank, U.S. Bancorp Investments, Inc., and United Prairie Financial Network. Outside of her advisory role, she is involved with DTK Enterprises, LLC, which provides support and service to advisors and clients, and she also works as a product specialist offering beverage samples in a retail setting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Barry Bayles is a financial advisor with Horter Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Horter Investment Management since 2018 and also operates Financial Freedom Partners LLC, where he serves as a sole proprietor providing insurance sales. Additionally, he has been self-employed since 2003 in tax preparation, assisting individuals and small businesses with income tax filings. Horter Investment Management offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to a broad client base including individuals, trusts, pension plans, and corporations. The firm employs a combination of tactical and passive multi-manager portfolios and provides ongoing account oversight with supplemental quarterly reporting.

Geoffrey Stamp is a financial advisor with Principal Financial Services in Owatonna, MN, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Principal Securities, Principal Life Insurance Company, Bridge Street Wealth Strategies, and JJ Swanson Advisory Group. He is a co-owner of Carwardine, Tighe, and Swanson, an LLC focused on operational support and practice succession planning, and serves as an officer on the Owatonna Early Edition Rotary Club’s Foundation Committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, typically implemented on a discretionary basis.

Elijah Bushman is a financial advisor with PFG Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at United Planners, OSAIC, United Prairie Bank, and the United States Postal Service. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, combining macro allocation strategies with fundamental, technical, and cyclical analysis, supported by multiple marketplace platforms and integrated technology solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

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.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.