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Anton Madsen

Advisor at Stone Steps Financial, LLC

Updated today

Location

Redwood Falls, MN

Credentials

CFP®, Series 63

Industry experience

12 years

About

Anton Madsen is a CFP® with 12 years of industry experience, currently serving as an advisor at Stone Steps Financial, LLC. He has previously worked with XY Investment Solutions, LLC and NewLeaf Financial Guidance, LLC. Madsen is also the founder and owner of AdviserCo, Inc. Stone Steps Financial is a fee-only advisory firm that provides comprehensive financial planning and investment management primarily to individuals and high-net-worth clients. The firm employs a passive, asset-class-based investment approach using index mutual funds and ETFs to build tax-efficient, low-turnover portfolios tailored to client goals and risk tolerance.

Client services

Based on Stone Steps Financial, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Stone Steps Financial, LLC

Retirement income strategy Income planning Social Security optimization College savings (529s, UTMA, etc.)

Occupation focus

Based on Stone Steps Financial, LLC

Executive Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%

Project-based

Financial planning hourly fee of $500.00, negotiable in certain cases.

Other

Minimum fee: Minimum fee for combined investment management and financial planning services is $10,000 annually. Fee-only: Fee-only financial planning and investment advisory services; no commissions or sales charges accepted.

Location

Redwood Falls, MN

Most active in

Minnesota

Work history

Stone Steps Financial, LLC

2026 - Present (1 year)

XY Investment Solutions, LLC

2024 - Present (2 years)

NewLeaf Financial Guidance, LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Rhonda K

Series 66

Redwood Falls, MN

Focus Financial

Rhonda Kerkhoff is a financial advisor with Focus Financial, holding a Series 66 credential and 21 years of industry experience. She has been associated with OSAIC and Focus Financial Network since 2009. Kerkhoff serves on the advisory board of a local healthcare facility, CentraCare – Redwood. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
user avatar

Charles T

Series 66

Wabasso, MN

Ameriprise

Charles Theis is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Minnwest Bank and held various roles in education and consulting. He serves as a trustee on the board of the Wabasso Area Baseball Association and is involved with Discover Downtown Redwood Falls, which organizes events to promote the local historic downtown area. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Duane H

ChFC®, Series 63

Redwood Falls, MN

Ameriprise

Duane Heiling is a financial advisor with Ameriprise, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1993. Outside of his advisory role, he serves on the Board of Directors for RACF as secretary, acts as treasurer for Country Sno Riders, and holds a supervisory position with Willow Lake Township. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Chad L

Series 63, Series 65

Redwood Falls, MN

Cetera

Chad Lund is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. Lund serves on the boards of Dakota Futures, Inc. and Dakota Finance Corporation, Inc., organizations focused on community development and economic growth. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Matthew S

Series 66

Redwood Falls, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner

John F

Series 63, Series 66

Redwood Falls, MN

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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