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Jeremy Remily

Advisor at Intercarolina Financial Services, Inc.

Updated today

Location

Wahpeton, ND 58075

Credentials

Series 66

Industry experience

17 years

About

Jeremy Remily is a financial advisor at Intercarolina Financial Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Intercarolina since 2018, following three years at Capital Financial Services, Inc. Outside of his advisory role, Remily serves as president of Great Plains Capital Mortgage, a mortgage loan origination business. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and qualified plan clients, employing fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs. The firm offers both discretionary and non-discretionary account management and operates multiple offices with affiliated broker-dealer and insurance services.

Client services

Based on Intercarolina Financial Services, Inc.

Portfolio management Pension consulting Selection of other advisers
Portfolio management for pension, 401 (k), 403 (b), mep plans & pep plans

Expertise

Based on Intercarolina Financial Services, Inc.

Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Fixed fees are negotiable with a maximum of 1.50% annually (150 basis points) for non-retirement portfolio management services; exact amounts are negotiated.

Location

319 11 Th Street North

Wahpeton, ND 58075

Most active in

Minnesota · North Dakota · South Dakota

Work history

Intercarolina Financial Services, Inc.

2018 - Present (8 years)

Capital Financal Services, Inc

2015 - 2018 (3 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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Anthony V

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Anthony Van Dyke is a financial advisor with Thrivent Investment Management in Wahpeton, ND, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Wells Fargo, American Family, State Farm, Northwestern Mutual, and City Brew Hall. Outside of his advising role, he serves as a board member of Bois de Sioux Golf Course and is involved in a farming operation as a truck driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs while maintaining separate services.

Business ownership considerations

Jodi H

Series 63, Series 66

Wahpeton, ND

Edward Jones

Jodi Hendrickson is a financial advisor at Edward Jones with 29 years of industry experience. She has held Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and overlay services, operating under a fiduciary standard.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive LGBTQIA

Ashley G

CFP®, Series 66

Wahpeton, ND

Edward Jones

Ashley Gerner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She is involved in community activities as the Site Director for a BIO Girls nonprofit location in Wyndmere, ND, helping to launch the program locally. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Adam B

Series 63, Series 65

Wahpeton, ND

Thrivent Investment Management

Adam Brandvold is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Thrivent and its affiliates since 2016. Outside of his advisory role, Brandvold owns and operates a cattle ranch and serves as a board member for Northland Township, where he helps oversee local infrastructure and maintenance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Business ownership considerations
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Kelly M

Series 66

Breckenridge, MN

Edward Jones

Kelly Muehler is a financial advisor with Edward Jones in Breckenridge, MN, holding a Series 66 designation. Muehler has been with Edward Jones since 2013 and previously worked at Hankinson Drug and Doc's Pub & Eatery. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephanie R

Series 63, Series 66

Wahpeton, ND

Thrivent Investment Management

Stephanie Roelfsema is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Outside of her advisory role, she serves as President of the Valley City Hockey Club and also holds a board position with the JVC Prowl Alliance, supporting local youth hockey programs. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm focuses on holistic, goal-based planning across multiple areas, offering clients the option to combine planning with managed-account services while maintaining these as separate engagements.

Business ownership considerations
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