Saint Joseph, MN Office

Brandon Finnegan is a financial advisor with Equitable Advisors in Saint Joseph, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and held positions outside the financial industry at UPS and various hospitality establishments. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to provide advisory and brokerage solutions.

Adam Tate is a financial advisor with Equitable Advisors in Saint Joseph, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services based on clients’ goals, risk tolerance, and time horizon.