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Kevin Collard

Advisor at RedHawk Wealth Advisors, Inc.

Updated today

Location

Hermantown, MN 55811

Credentials

Series 63, Series 65

Industry experience

11 years

About

Kevin Collard is a financial advisor with RedHawk Wealth Advisors, Inc. in Bloomington, MN, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Advisors, and Independent Advisor Alliance. Outside of advisory work, he owns Duluth Vacuum Company, a retail vacuum and repair business. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, employing a risk-managed investment approach guided by a weekly investment committee and third-party risk tools.

Client services

Based on RedHawk Wealth Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on RedHawk Wealth Advisors, Inc.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Based on RedHawk Wealth Advisors, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fees are fixed fees between $250 and $2,500

Percentage

$0 - $4,999: Flat $50 annually $5,000+: Up to 1.75% annually, negotiable and varies by account size, complexity, and activity

Other

Account minimum: $1,000 Minimum fee: Starters Accounts (< $5,000) have a flat annual fee of $50 Fee-only: Financial planning services typically charged as fixed fees ranging from $250 to $2,500 depending on scope and complexity

Location

4140 Richard Ave., Suite 700

Hermantown, MN 55811

Most active in

Florida · Minnesota

Work history

Redhawk Wealth Advisors

2020 - Present (6 years)

Independent Advisor Alliance, LLC

2018 - 2020 (2 years)

LPL Financial

2017 - 2020 (3 years)

TCG Accounting

2017 - 2017 (1 year)

Wells Fargo Clearing

2016 - 2017 (1 year)

WELLS FARGO ADVISORS LLC

2014 - 2016 (2 years)

Wells FArgo Bank NA

2010 - 2017 (7 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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Tyler M

Series 65

Duluth, MN

Maris Wealth Management LLC

Tyler Madill is a financial advisor at Maris Wealth Management LLC in Duluth, MN, holding a Series 65 designation with six years of industry experience. Prior to joining Maris Wealth Management in 2022, he worked at JMR Financial Group, Inc. from 2019 to 2022. Outside of finance, he has experience working in the golf industry. Maris Wealth Management provides portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and assists small businesses with retirement plan setup and maintenance. The firm combines investment advisory services with in-house tax preparation, accounting, and business consulting support.

Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) General tax planning
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Tanya N

CFP®, Series 63, Series 66

Hermantown, MN

Retire Agile

Tanya Nichols is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Align Financial, LLC since 2017. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. She also operates Limitless Adviser Coaching, providing consulting services to other financial advisors on a limited basis. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm operates regionally from multiple offices and integrates AI-assisted analytic tools alongside human review in its investment process.

General retirement planning Retirement income strategy Annuities
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Brian K

Series 65

Superior, WI

JMR Financial Group

Brian Koski is a Series 65-licensed financial advisor with JMR Financial Group in Superior, WI. He has eight years of industry experience and has been with JMR Financial Group since 2017. JMR Financial Group provides portfolio management and financial planning services to individuals, families, businesses, qualified retirement plans, estates, and trusts. The firm combines discretionary portfolio management using ETFs and mutual funds with in-house tax, accounting, and insurance services, managing a large client base through standardized, process-driven methods.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
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Nathan M

CFP®, Series 65

Superior, WI

JMR Financial Group

Nathan Madill is a CFP® with 13 years of industry experience and has been with JMR Financial Group since 2016. He holds the Series 65 designation and is based in Superior, WI. Outside of his advisory role, he is a partner in several non-investment related LLCs involved in property management, with day-to-day operations managed by his son. JMR Financial Group serves individuals, families, businesses, qualified retirement plans, estates, and trusts with portfolio management and financial planning services. The firm integrates tax preparation, accounting, insurance, and trust services alongside discretionary portfolio management primarily using ETFs and mutual funds, tailoring investment strategies to clients’ risk tolerances.

Retirement plans for business owners (SEP, solo 401k) General tax planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance
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Kirk H

Series 63

Duluth, MN

Haldorson & Pincombe Investment Advisors Inc.

Kirk Haldorson is the sole advisor at Haldorson & Pincombe Investment Advisors Inc. in Duluth, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Haldorson & Pincombe since 1992. In addition to advisory services, he is licensed to sell life insurance and annuities. Haldorson & Pincombe provides investment supervisory services and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and a combination of long-term, short-term, and occasional trading strategies, conducting continuous account supervision with at least quarterly reviews.

Active portfolio management Life insurance needs analysis
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Joseph F

Series 65

Duluth, MN

Midwest Professional Planners, Ltd.

Joseph Faust is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he worked in construction and hardware sectors and played professional hockey with the Idaho Steelheads and Albany Devils. Midwest Professional Planners, Ltd. provides financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a range of investment strategies including model portfolios, individual equities, fixed income, ETFs, and more complex approaches such as options and tax-loss harvesting.

Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Divorce financial planning Tax strategies for small businesses Executive Founder/Business Owner Retired
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