Top financial advisors working with retirees 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 retired, managing your income to last through your lifetime is crucial, especially in a place like Red Wing, MN, where taxes can take a bigger bite. A common mistake is not planning for how taxes and social services interact, which can reduce your spending power unexpectedly.

  • Income sequencing. Ask how they plan withdrawals from different accounts to minimize taxes and maximize benefits.
  • Tax impact awareness. Confirm they understand Minnesota’s tax rules and how they affect your retirement income.
  • Social service integration. Check if they factor in available social services to optimize your financial plan.
  • Longevity planning. See how they prepare for the possibility of living longer than expected, ensuring your money lasts.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Jesse E

CFP®, Series 63, Series 66

Red Wing, MN

Bluprint Financial, LLC

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jeffrey S

Series 63, Series 66

Red Wing, MN

Ameriprise

Jeffrey Strickland is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael D

Series 63

Red Wing, MN

Edward Jones

Michael Dube is a financial advisor with Edward Jones in Red Wing, Minnesota, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas W

Series 63, Series 65

Red Wing, MN

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Richard D

Series 63, Series 66

Red Wing, MN

Cambridge Investment Research Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Craig M

Series 63, Series 65

Columbia, SC

Capital Investment Advisory Services, LLC

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.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
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Wesley P

Series 63, Series 66

Fort Worth, TX

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Willie M

Series 63, Series 66

Cary, NC

Equitable Advisors

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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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