Plymouth, MN 3300 Fernbrook Ln N Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

6

Of 10,209 advisors across 5,116 offices

Location

3300 Fernbrook Ln N

Plymouth MN 55447

Advisors at this office

6

Advisors at this office

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Heidi D

Series 66

Plymouth, MN

Cetera

Heidi Droel is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms including CSP & Associates Inc and Principal Securities Inc. Outside of her advisory roles, she serves as an accountant for Dragon Door Publications, a fitness-related publishing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele ranging from individuals to institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment 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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Michael C

CFP®, Series 65, Series 63

Plymouth, MN

Cetera

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple 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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Dean P

Series 65, Series 63

Plymouth, MN

Cetera

Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at multiple firms including Avantax and currently maintains a role with TruPlan Financial Advisors as a Qualified Plan Specialist overseeing small business 401(k) and similar retirement plans. In addition to his advisory work, he is involved as an owner of Coming In Hot Racing LLC, which manages thoroughbred racing interests. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke 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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Sarah K

CFP®, Series 66

Plymouth, MN

Cetera

Sarah Kyles is a financial advisor with Cetera Wealth Services, LLC in Plymouth, MN, holding CFP® and Series 66 credentials and possessing nine years of industry experience. She has worked at firms including Wells Fargo Clearing and MRK Financial Solutions. Kyles provides financial planning and advice through her roles at MRK Financial Solutions and TruPlan Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Ian W

Series 66

Plymouth, MN

Cetera

Ian Welsh is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and related entities since 2025 and previously worked at Ultimus Leverpoint Fund Solutions and in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, supporting a range of investment programs and custodial arrangements.

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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Jay L

CFP®, Series 65, Series 63

Plymouth, MN

Cetera

Jay Laramy is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Plymouth, MN. He has held roles at multiple firms including Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is involved with MRK Financial Solutions and TruPlan Financial Planners in client service capacities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that supports both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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