Advisor at Pivotal Wealth and Tax
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Preston, MN 55965
Credentials
Series 63, Series 65
Industry experience
6 years
Aikan Major is a financial advisor at Pivotal Wealth and Tax with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Mass Mutual and Northwestern Mutual. Outside of his advisory role, he serves as treasurer for Project Restore MN, a nonprofit organization. Pivotal Wealth and Tax provides portfolio management, financial planning, bookkeeping, and tax-filing services to individuals, charitable organizations, and business entities. The firm integrates advisory services with accounting, tax, real estate property management, and insurance product sales, employing a range of analytical methods to construct diversified portfolios.
Based on Pivotal Wealth and Tax
Based on Pivotal Wealth and Tax
Bookkeeping fixed fees between $125 and $1,110.
$0 - $100,000: 1.25% $100,001 - $200,000: 1.15% $200,001 - $500,000: 1.05% $500,001+: 1.00%
Receives commissions from insurance product sales.
Financial planning hourly fees negotiated between $50 and $400; bookkeeping hourly fee $250.
Bookkeeping subscription fees between $150 and $3,000 per month.
141 Fillmore St W
Preston, MN 55965
California · Illinois · Minnesota · Texas · Wisconsin
Pivotal Wealth and Tax
2022 - Present (4 years)
Major Real Estate Holdings LLC
2020 - Present (6 years)
Sole Prop
2020 - Present (6 years)
Mass Mutual Investors Services
2019 - 2021 (2 years)
Mass Mutual Life Insurance Company
2019 - 2021 (2 years)
Lyft
2019 - 2021 (2 years)
Uber
2019 - 2021 (2 years)
One Financial Network
2018 - 2019 (1 year)
Legendary Tavern
2016 - 2017 (1 year)
Northwestern Mutual Investor Services
2016 - 2018 (2 years)
Winona State University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Preston, MN
Pivotal Wealth and Tax
Richard Caldecott is a financial advisor at Pivotal Wealth and Tax with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and VALIC Financial Advisors. Pivotal Wealth and Tax serves individuals, charitable organizations, and business entities by providing portfolio management, financial planning, bookkeeping, and tax-filing services. The firm integrates advisory services with accounting, tax, real estate property management, and insurance, utilizing a range of analytical methods and investment vehicles while managing held-away retirement accounts through a third-party platform.
Series 66
Preston, MN
Pivotal Wealth and Tax
Matthew Sandstrom is a financial advisor at Pivotal Wealth and Tax with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Edward Jones and MML Investors Services, LLC. In addition to his advisory role, he co-owns Sands Planning Group, LLC, which provides business and project management consulting. Pivotal Wealth and Tax serves individuals, charitable organizations, and business entities by offering portfolio management, financial planning, bookkeeping, and tax-filing services. The firm combines advisory services with accounting, tax, and insurance offerings, using a range of analytical methods and investment strategies tailored to client goals and risk tolerance.
Series 65
Preston, MN
Pivotal Wealth and Tax
Mitchell Bernards is a financial advisor at Pivotal Wealth and Tax with a Series 65 designation and six years of industry experience. He has worked at Integrity LLC/Heartland Retirement Group since 2020 and previously held roles at Bankers Life and the EPA. In addition to his advisory work, he is a licensed life and health insurance broker through Integrity LLC, specializing in soliciting insurance products. Pivotal Wealth and Tax serves individuals, charitable organizations, and businesses by providing portfolio management, financial planning, bookkeeping, and tax-filing services. The firm combines advisory services with accounting, tax, real estate property management, and insurance practices, using a variety of analytical methods and investment strategies to manage client portfolios.
Series 63, Series 65
Preston, MN
Cetera
Scott Rustad is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Cetera Investment Advisers LLC since 2017 and Cetera Investment Services LLC since 2010, and also works with F & M Community Bank in a role that includes opening new deposit accounts. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
Series 66
Preston, MN
Cetera
Samuel Rustad is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at F&M Community Bank and Preston Foods. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad trust and institutional network.
ChFC®, Series 66
Chatfield, MN
Edward Jones
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