Willmar, MN 19th Avenue South West Office

Michael Kobs is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Cetera and its affiliated entities since 2025 and has a background that includes roles in fiduciary appointments, insurance sales, and estate consulting. Outside of his advisory duties, he is president of MRK Financial Solutions, where he conducts business consulting. 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 a multi-manager platform with a range of discretionary and non-discretionary investment solutions and has over $256 billion in assets under management and more than 10,000 advisors nationwide.

Kendra Peterson is a financial advisor with Cetera in Willmar, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with firms including Avantax Advisory Services and The Prudential Insurance Company of America. Peterson is active in her community, serving as President of the 2180 Foundation, a board member and secretary of Hawk Creek Country Club, and participating on boards and committees focused on local education and health initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform with discretionary and non-discretionary portfolio management services and access to third-party money managers.

Jonathan Shofner is a financial professional with approximately four years of industry experience. He is currently affiliated with Cetera and holds the Series 66 designation. His prior roles include work at Avantax and Merrill Lynch. Shofner is also involved with Stewards Planning Group in a financial services capacity. Cetera Investment Advisers LLC is a nationwide platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager approach, with access to a broad range of strategies and custodial relationships.

Claire Molden is a CFP® professional with 10 years of experience in financial advising. She is currently with Cetera and has held roles at Taatjes Financial Group and Avantax Advisory Services, among others. Outside of her financial advisory work, Molden serves as President of the Amelia, Villard, Leven Lakes Association, where she leads board activities related to lake management in Pope County, Minnesota. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing both affiliated and third-party managers across various program structures.

Ben Taatjes is a financial advisor with Cetera in Willmar, MN, holding a Series 66 designation and over 24 years of industry experience. He is the owner and president of Total Financial Solutions, Inc., doing business as Taatjes Financial Group, and serves as CEO and wealth advisor at Stewards Planning Group, providing financial planning services to families and businesses. Outside of his advisory roles, he is treasurer of the CMCS Foundation, which supports Christian education, and co-creates content for a podcast focused on helping retirees find purpose and meaning in retirement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supporting advisors with model portfolios, third-party managers, and customizable investment strategies.