Seasoned, 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 security, you need an advisor who understands how to balance growth with preservation. Without seasoned insight, it's easy to overlook how taxes and income needs interact over time, especially in a state with higher tax rates like Minnesota.
- Tax-aware strategies. Look for advisors who integrate state tax considerations into your wealth plan, not just federal rules.
- Income sequencing. Ask how they plan withdrawals to maintain your lifestyle while minimizing tax impact.
- Holistic wealth view. Confirm they consider all your assets and liabilities, not just investment accounts.
- Experience with local factors. Seasoned advisors here understand Minnesota's social services and tax environment and how these affect your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Ricky P
CFP®, Series 63
Prescott, WI
Pro Advisors, Ltd. dba R J Pickle Financial Services
Ricky Pickle brings 24 years of experience in wealth management and general tax planning, offering seasoned guidance that integrates investment advisory with tax preparation. Operating independently with a flat-fee and AUM-based fee structure, he serves individuals and high-net-worth clients, using both fundamental and technical analysis to tailor portfolios, which distinguishes him from advisors focused solely on investment management.
Experience: 24 years
Avg account: $826,567
-
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 with attention to tax-aware strategies and income sequencing, crucial for Minnesota's tax environment. Affiliated with LPL Financial, a large firm serving diverse clients, he offers flat-fee financial planning and specializes in retirement plans and tax-loss harvesting, distinguishing him from other seasoned advisors in Red Wing.
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, with 23 years of experience and a Series 63 designation, making him well-equipped to handle complex financial needs including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and serves a broad client base, differentiating him from smaller local advisors.
Experience: 24 years
Avg account: $246,728
-
Thomas W
Series 63, Series 65
Red Wing, MN
Cetera
Thomas Wilder's 43 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to handle complex wealth management needs in Red Wing, MN. Operating within Cetera, a large firm offering flat fees and institutional trust solutions, he serves high earners and those approaching retirement, providing a broad range of financial planning and fiduciary services.
Experience: 43 years
Avg account: $306,089
-
Nathan O
Series 63, Series 65, Series 66
Red Wing, MN
Aegis Investment Management, LLC
Nathan Ostertag offers seasoned wealth management in Red Wing, MN, with 24 years of experience and expertise in active portfolio management. His firm, Aegis Investment Management, serves high-net-worth clients and employs diverse investment strategies, including fundamental and economic analysis, while offering flat-fee financial planning services, distinguishing him from advisors who may rely solely on asset-based fees.
Experience: 24 years
Avg account: $548,817
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)