Large-firm financial advisors in Red Wing, MN
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.
When you're managing complex financial goals in Red Wing, MN, working with a large-firm advisor can help you navigate the layers of services and resources available. Without experience in large firms, advisors might overlook how to coordinate these resources effectively for your benefit.
- Resource coordination. Large firms offer many specialists; ask how your advisor integrates their expertise to fit your unique financial picture.
- Income planning in high-tax areas. Minnesota's relatively high taxes mean your advisor should plan income streams carefully to minimize tax impact.
- Social services integration. Strong local social services can affect your financial needs; confirm your advisor considers these in your overall plan.
- Firm stability and support. Large firms often provide robust compliance and support systems; ask how this benefits your ongoing financial management.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jeffrey S
Series 63, Series 66
Red Wing, MN
Ameriprise
Jeffrey Strickland specializes in retirement income strategy and income planning, making him well-suited for managing complex financial goals in Red Wing, MN, especially for those approaching retirement. With 20 years of experience and a role at Ameriprise, a large firm offering tax-efficient strategies and centralized consulting, he provides a structured approach with a 0.15% AUM fee, differentiating him from advisors with smaller firm affiliations or less specialized retirement focus.
Experience: 20 years
Avg account: $471,167
-
Julie H
Series 66
Red Wing, MN
Edward Jones
Julie Heitman at Edward Jones in Red Wing, MN, offers wealth management with expertise in tax-loss harvesting and multi-generational wealth transfer, suitable for clients navigating complex financial goals in a high-tax state. Edward Jones' large-firm resources and a fee structure up to 1.35% annually provide robust support, distinguishing her from advisors with less firm backing or narrower service scopes.
Experience: 1 year
Avg account: $246,728
-
Matthew H
Series 63, Series 65, Series 66
Red Wing, MN
LPL Financial
Matthew Hardyman's affiliation with LPL Financial, a large firm in Red Wing, MN, equips him to manage complex financial goals with access to extensive resources and support. With over 33 years of experience, expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, plus a flat-fee structure, he offers seasoned guidance distinct from advisors with less firm backing or different fee models.
Experience: 34 years
Avg account: $399,489
-
Thomas W
Series 63, Series 65
Red Wing, MN
Cetera
Thomas Wilder's extensive 43 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-suited for complex financial needs in Red Wing, MN. Operating within Cetera, a large firm offering institutional trust solutions and a broad advisor network, he provides flat-fee and hourly consulting options, distinguishing him from others by combining seasoned insight with flexible fee structures.
Experience: 43 years
Avg account: $306,089
-
Richard D
Series 63, Series 66
Red Wing, MN
Cambridge Investment Research Advisors
Richard Douglas offers expertise in retirement income strategy and business owner retirement plans, well-suited for managing complex financial goals in Red Wing's high-tax environment. With 30 years of experience at Cambridge Investment Research Advisors, a large firm providing robust support and diverse services, he also offers flexible fee structures including flat fees and hourly rates, distinguishing him from other advisors in the area.
Experience: 30 years
Avg account: $378,281
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Red Wing, MN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")