Edina, MN 7701 France Ave S Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

12

Of 22,716 advisors across 10,432 offices

Location

7701 France Ave S, Ste 400

Edina MN 55435

Advisors at this office

12

Advisors at this office

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Luke H

Series 66

Edina, MN

LPL Financial

Luke Haddorff is a Series 66-registered financial advisor with LPL Financial in Edina, MN, with two years of industry experience. His background includes roles at Gustavus Adolphus College and the USTA National Tennis Center, as well as working with Nike Tennis Camps. 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 representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Ryan H

Series 63, Series 65

Edina, MN

LPL Financial

Ryan Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes over two decades at Waddell & Reed and leadership of The Haddorff Team. Outside of his advisory work, he has served as a high school tennis coach and has been involved with the Haddorff Family Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Robert H

Series 63, Series 65

Edina, MN

LPL Financial

Robert Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include working with Waddell & Reed, INC. and operating The Haddorff Team. He also serves as president of the Haddorff Family Foundation, a 501(c)(3) nonprofit organization. LPL Financial is an SEC-registered adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Angela G

CFP®, Series 63, Series 65

Edina, MN

LPL Financial

Angela Granquist is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with LPL Financial, where she has worked since 2021, and has prior experience with Collaborative Financial Group LLC and Waddell and Reed, Inc. She also operates Angela Granquist LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

College savings (529s, UTMA, etc.)
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Cari B

Series 63, Series 65

Edina, MN

LPL Financial

Cari Bakken is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL Financial in 2021, Bakken worked at Ryan Haddorff and The Haddorff Team, as well as various insurance carriers and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Kristi A

CFP®, Series 63, Series 65

Edina, MN

LPL Financial

Kristi Adams is a CFP® professional with 20 years of industry experience, currently advising at LPL Financial since 2021. Her prior roles include positions at Blue Heron Professional Group, Lori Tauring, and Waddell & Reed, Inc. She is involved with The Haddorff Team, an investment-related business affiliated with her LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mikel D

Series 66

Edina, MN

LPL Financial

Mikel Dumonceaux is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Blue Heron Professional Group LLC and Waddell & Reed Inc. He is also a notary public. 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 various advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and advanced technologies to support diverse investment strategies.

College savings (529s, UTMA, etc.)
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Jessica S

Series 66

Edina, MN

LPL Financial

Jessica Sharr is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Her prior work includes roles at Waddell & Reed Inc, various insurance carriers with W & R Insurance Agencies, and Cynthia Castillo. She also has an 18-year background in retail at Macy's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of portfolio management options and research support.

College savings (529s, UTMA, etc.)
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Lori G

Series 63, Series 65

Edina, MN

LPL Financial

Lori Gile is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, she worked with The Haddorff Team and several insurance carriers, including Waddell & Reed, from 2005 onward. 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, offering a range of financial planning and advisory programs along with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Lance M

CFP®, Series 63, Series 65

Edina, MN

LPL Financial

Lance Minnichsoffer is a CFP® professional with 15 years of experience in the financial services industry. He has worked with firms including LPL Financial, Blue Heron Professional Group LLC, Tyr Financial Group LLC, and Waddell & Reed Inc. He is currently affiliated with LPL Financial in Edina, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Daniel B

Series 66

Edina, MN

LPL Financial

Daniel Berg is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, he worked with various insurance carriers and several financial firms between 2019 and 2021. Before his financial services career, he was employed at Keyes Chevrolet Inc for twelve years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Robert C

Series 63, Series 65

Edina, MN

LPL Financial

Robert Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with The Leaders Group Inc and Diversified Brokerage Services Inc before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

College savings (529s, UTMA, etc.)
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