Large-firm, wealth management 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 significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth with risk. Without this expertise, you might face strategies that overlook tax impacts or fail to align with your lifestyle needs.
- Integrated tax planning. Wealth management involves more than investments; ask how they incorporate local tax considerations into your overall plan.
- Holistic goal alignment. Confirm they tailor strategies to your unique life stages and priorities, not just portfolio performance.
- Risk and liquidity balance. Effective wealth management balances protecting assets with access to cash when needed; ask how they approach this trade-off.
- Coordination with other professionals. Wealth often intersects with legal and tax matters; check how they collaborate with your other advisors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Douglas R
CFP®, PFS™, Series 63, Series 65
Red Wing, MN
LPL Financial
Douglas Ritter's 35 years of experience and CFP® and PFS™ credentials equip him to manage wealth effectively in Red Wing, MN, especially within a large firm setting like LPL Financial. His expertise includes retirement plans for business owners and tax-loss harvesting, complemented by a flat-fee structure and leadership experience as CEO of Discovery Financial Centers, distinguishing him from other advisors in the area.
Experience: 35 years
Avg account: $399,489
-
Michael D
Series 63
Red Wing, MN
Edward Jones
Michael Dube offers wealth management expertise in Red Wing, MN, backed by 23 years of experience and a Series 63 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he serves diverse clients including retirees and business owners, with a fee structure up to 1.35% annually, providing access to extensive discretionary and non-discretionary investment strategies.
Experience: 23 years
Avg account: $246,728
-
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 managing significant assets in Red Wing, MN. Operating within Cetera, a large firm offering fiduciary services and institutional trust solutions, he provides flat-fee financial planning and consulting, catering to high earners and those approaching retirement, distinguishing him from other advisors.
Experience: 43 years
Avg account: $306,089
-
James G
Series 65
River Falls, WI
Beacon Pointe Advisors, LLC
James Geissler offers wealth management services through Beacon Pointe Advisors, a large firm known for its proprietary manager selection and diverse client base including individuals and institutions. His flat-fee and tiered AUM fee structures provide flexible options, while his background in CPA firms supports integrated tax planning, distinguishing him from other advisors in the Red Wing, MN area.
Experience: 1 year
Avg account: $1,661,951
-
Jessica B
Series 63, Series 65
River Falls, WI
PNC Wealth Management
Jessica Barbey brings 17 years of experience in wealth management at PNC Wealth Management, a large firm known for model-based advisory services and algorithm-driven risk assessments. Her expertise includes both passive and active portfolio management, and she serves executive clients, offering a 0.85% annual AUM fee. Located in River Falls, WI, she combines traditional and digital strategies, differentiating her from advisors focused solely on one approach.
Experience: 17 years
Avg account: $182,752
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")