Top financial advisors in Wahpeton, ND
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.
You might seek a financial advisor in Wahpeton, ND when facing income changes tied to the local energy-driven economy, which can cause rapid growth and wage shifts. Without expertise in this context, advisors may misjudge how to adjust your financial plan during these fluctuations.
- Local economic insight. Confirm how they incorporate regional energy sector trends into your planning.
- Income variability management. Ask how they help smooth cash flow during periods of wage changes.
- Long-term growth planning. Ensure they balance short-term shifts with your overall financial goals.
- Tax strategy awareness. Discuss how they address tax implications from fluctuating income sources.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jodi H
Series 63, Series 66
Wahpeton, ND
Edward Jones
Jodi Hendrickson's 29 years of experience and Series 63 and 66 designations equip her to navigate the income variability common in Wahpeton's energy-driven economy. As part of Edward Jones, a large firm managing over $1 trillion in assets, she offers a broad range of investment strategies and serves diverse clients, including executives and business owners, with a fee structure up to 1.35% annually.
Experience: 30 years
Avg account: $246,728
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Kathryn V
Series 66
Fergus Falls, MN
SPC
Kathryn Vukonich brings 11 years of experience and a Series 66 designation, offering expertise in retirement income strategy and income planning, which are crucial for managing income variability in energy-driven economies like Wahpeton, ND. Working with SPC, a large firm providing discretionary portfolio management and ERISA-related retirement services, she offers flat-fee financial plans and ongoing consulting, differentiating her through structured fees and a broad client service approach.
Experience: 12 years
Avg account: $192,080
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Adam B
Series 65, Series 63
Wahpeton, ND
Thrivent Investment Management
Adam Brandvold in Wahpeton, ND, brings nine years of experience and Series 63 and 65 credentials, with expertise in business ownership considerations relevant to the local energy-driven economy. Affiliated with Thrivent Investment Management, a large firm offering Dedicated Planning Services and managed-account options, he also provides a unique perspective from his experience as a cattle ranch owner and local board member.
Experience: 9 years
Avg account: $162,801
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Kelly H
CFP®, Series 66
Wahpeton, ND
LPL Financial
Kelly Hubrig's 23 years of experience and CFP® certification equip her to navigate Wahpeton's energy-driven economy, addressing income variability and tax strategies effectively. Affiliated with LPL Financial, a large firm offering diverse investment solutions, she provides flat-fee financial planning and specializes in wealth management and retirement plans for business owners, distinguishing her from other local advisors.
Experience: 23 years
Avg account: $399,489
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Jeremy R
Series 66
Wahpeton, ND
Intercarolina Financial Services, Inc.
Jeremy Remily offers expertise in retirement plans for business owners and wealth management, which suits clients in Wahpeton's fluctuating energy-driven economy. His firm uses fundamental, technical, and cyclical analysis for portfolio management, and he provides negotiable flat fees up to 1.50% annually, distinguishing him with flexible pricing and a comprehensive investment approach.
Experience: 18 years
Avg account: $315,022
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