Top ESG / Sustainable investing financial advisors in Red Wing, MN

Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

Jeffrey Strickland is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments. He is also involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides tailored planning and recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Michael Dube is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. His outside business activities include no responsibilities reported with ConocoPhillips and Hess Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Thomas Wilder is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at firms including Dougherty & Company LLC and Concourse Financial Group Securities Inc before joining Cetera in 2025. Outside of advisory services, he is also the owner and president of Stainless Stone LLC, a business involved in the sale of surgical stainless steel pizza stones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial arrangements.

Richard Douglas is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge since 2005. In addition to his advisory role, Douglas has operated an independent insurance agency and serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.