Edina, MN Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

Edina MN

Advisors at this office

4

Advisors at this office

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Alexander H

Series 63, Series 66

Edina, MN

Cetera

Alexander Hoseth is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments, Bank of America, and Merrill. Outside of his advisory work, he is an owner of a farming business and works as a ski instructor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to deploy model portfolios, third-party managers, or customized strategies across various program structures and custodial relationships.

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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James S

Series 66

Edina, MN

Cetera

James Scattergood is a financial advisor with Cetera, holding a Series 66 designation and having 20 years of industry experience. He has been with Cetera and its affiliated entities since 2010. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple investment platforms and third-party managers.

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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John M

CFP®, ChFC®, Series 63, Series 65

Edina, MN

Cetera

John Mazzara is a CFP® and ChFC® professional with 35 years of experience in financial advisory. He is currently with Cetera and has been affiliated with the firm and its affiliates since 2013. In addition to his financial advisory work, Mazzara is the owner of a website and publication focused on senior housing, where he manages content and advertising. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and investment programs.

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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Tanner D

Series 65, Series 63

Edina, MN

Cetera

Tanner Danks is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Anderson, Foe, Kent, Madsen & Associates, LLC dba Pillar Financial Group, where he currently serves as a wealth management representative. In addition to advisory work, he is also involved in selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to utilize various model portfolios and program options under multiple custodial relationships.

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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