A complete list of active advisors currently associated with Investors Choice
Warmer can help you find a great advisor at Investors Choice or one who fits your needs even better.
The firm provides financial planning, investment advisory and portfolio management services to individual clients, managing accounts on a discretionary basis and directing custody through a third‑party custodian. It manages approximately $1.41 million across a small number of client accounts and accepts modest account sizes, delivering periodic account statements and client reviews. Investment programs are customized to each client’s goals, risk tolerances and financial circumstances, using a mix of analysis techniques (fundamental, technical, charting, cyclical) and research sources such as Morningstar, S&P and Moody’s. Portfolios may include mutual funds, ETFs, stocks, bonds, options, CDs, annuities and other instruments, and the firm typically has authority to execute trades without prior consultation with the client. A distinctive aspect of the firm is that it also sells insurance products and may receive commission compensation from insurance companies (disclosed in the brochure), and it offers fixed and variable annuities as part of its investment menu. This dual role as a fee‑based advisor and insurance producer is less common among independent firms and is addressed through the firm’s written disclosures and Code of Ethics, alongside a long operating history dating to 1999.
To learn more about the advisors currently working at Investors Choice, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stillwater, MN
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)