Bloomington, MN Minnesota Dr Office

Nicholas Kruell is a CFP® professional affiliated with LPL Financial, with 17 years of industry experience. He has held roles at multiple firms including Ameriprise Financial, Northwestern Mutual, and Waddell & Reed. Kruell is involved with Blue Heron Professional Group, LLC and Blue Heron Tax Services LLC, which include tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Lori Tauring is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as managing Blue Heron Professional Group, LLC, and Blue Heron Tax Services LLC, where she provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Oskar Tauring Traxler is a financial advisor at LPL Financial with seven years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2021 and has prior experience with various insurance carriers and firms including Waddell & Reed, Inc. Outside of advisory work, he has been involved with the Minnesota Urban Debate League in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jacob Ledermann is a Series 66-licensed financial advisor with LPL Financial in Bloomington, MN, and has one year of industry experience. Prior to joining LPL Financial, he was associated with Lakeshore Group Wealth Management and has a diverse work background including roles in education and various business sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party providers.

Kimberly Ritter is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her prior roles include positions at Cetera, Foresters Advisory Services, and First Investors Corporation. She is also involved with VIP Insurance, offering non-variable insurance services alongside her advisory responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Waddell & Reed, Inc. for 23 years and operated The Lakeshore Group, LLC from 2018 to 2021. He is also a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Sarah Houle Johns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial, spanning more than three decades. She is also a licensed notary in St. Paul, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from in-house and third-party sources.

Jason Ledermann is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked with The Lakeshore Group and Waddell & Reed, INC. He is involved with Cedar Rose Wild, LLC, a member-managed investment-related entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and model portfolios.

Cody Broadwell is a financial advisor with LPL Financial in Bloomington, MN, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he spent time with Equitable Advisors, LLC in 2025 and held various roles outside the financial industry, including positions at Sexton Dining and St. John's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources, along with various technology-driven investment solutions.

Theresa Ferrise is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 16 years of industry experience. Her prior positions include roles at Waddell & Reed, Thrivent Investment Management, and Multi Capital Funding. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs supported by LPL Research and third-party subadvisors.

Stephanie Shaffer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Her prior roles include positions at Matthew Anderson, The Lakeshore Group, Jason Ledermann, and Waddell & Reed, among others. She has been affiliated with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.