Sydney Nelson

Advisor at Edward Jones

Updated today

Location

Pine City, MN 55063-2203

Credentials

CFP®, Series 66

Industry experience

6 years

About

Sydney Nelson is a CFP® and Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He joined Edward Jones in 2019 after working at Northwestern Mutual and holding various roles including teaching and hospitality. Outside of advising, Nelson owns a small antiques business, selling items at a local antique mall on weekends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement withdrawal strategies

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

950 Main St S Unit 3

Pine City, MN 55063-2203

Most active in

Minnesota · Texas

Work history

Edward Jones

2019 - Present (7 years)

University of Minnesota, Duluth

2019 - 2019 (1 year)

Northwestern Mutual

2018 - 2019 (1 year)

Blackwoods Grill and Bar

2017 - 2018 (1 year)

Doc's on 23

2017 - 2017 (1 year)

Doc's Sports Bar and Grill

2015 - 2017 (2 years)

Fond du Lac Tribal and Community College

2015 - 2017 (2 years)

AccraCare

2015 - 2016 (1 year)

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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Sara S

Series 63, Series 65

Pine City, MN

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Sara Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at LPL Financial since 2017 and previously spent nine years with Investment Centers of America. Smith also serves as Vice President and Retail Manager at Frandsen Bank & Trust, where she supervises tellers and customer service operations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with insurance and credit services through affiliated entities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Pine City, MN

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Joshua Lartch is a financial advisor at LPL Financial in Pine City, MN, holding a Series 66 designation with four years of industry experience. He has worked at Frandsen Bank & Trust and LPL Financial since 2018. Outside of his advisory role, Lartch serves as a board member and director for the Pine County Agricultural Society, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Ashley Hartman is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2007. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Evan P

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Rush City, MN

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Evan Pinkston is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Prior to joining Cetera in 2019, he served in the Department of Defense for nine years. Outside of advising, he co-owns Creo Financial Services, which provides payroll and bookkeeping for local small businesses, and participates on the finance committee of the Tusen Tack organization. Cetera Investment Advisers serves a diverse client base including 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, supported by both advisor-managed and firm-sponsored investment programs.

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Robert R

Series 66

Pine City, MN

LPL Financial

Robert Root is a financial advisor with LPL Financial in Pine City, MN, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Frandsen Bank & Trust, Securities America, Investment Centers of America, Inc., and Gähler Investment Group. Outside of his advisory work, he is also an agent for non-variable insurance through Frandsen Investment Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform that combines advisory and non-advisory products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Michael R

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Pine City, MN

LPL Financial

Michael Ritland is a financial advisor with LPL Financial in Ada, MN, holding a ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including ten years with Investment Centers of America prior to joining LPL Financial in 2017. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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