Edina, MN Edinborough Way Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

3

Of 10,209 advisors across 5,116 offices

Location

7650 Edinborough Way Suite 100

Edina MN 55435

Advisors at this office

3

Advisors at this office

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Ava D

Series 66

Edina, MN

Cetera

Ava De Vos is a financial advisor with Cetera, holding a Series 66 designation and entering the industry in 2025. She has previously worked with Ameriprise Financial Services LLC and holds an operations administrator role at AJW Financial. Outside of financial services, her background includes a variety of roles in food service and community organizations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

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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Christian A

CFP®, Series 63

Edina, MN

Cetera

Christian Ahlgren Williams is a CFP® professional with 14 years of industry experience. He is currently affiliated with Cetera and has prior experience at Allianz Life Insurance Company and related entities. Outside of his advisory role, he serves as an administrative assistant for Human Capital Advantage and holds a notary position. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies and program structures.

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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Kari M

Series 66

Edina, MN

Cetera

Kari Mcguire is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. She has previously been affiliated with Thrivent Financial and has managed her own business, AJW Financial, specializing in divorce planning and mediation. In addition to her advisory role, Mcguire is involved in community services, including serving on a sliding scale fee committee for divorce services and managing administrative duties for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services across diverse program platforms.

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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