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23 advisors near 56096
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Jeremy H
Series 66
Waseca, MN
Iwealth
Jeremy Herkenhoff is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and held roles in various companies including Post Consumer Brands and Digital River. He serves as an advisory council member for the Minnesota State University, Mankato Finance Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.
Matthew P
Series 66
Waseca, MN
Iwealth
Matthew Potter is a financial advisor with iWealth Financial, LLC, holding a Series 66 license and two years of industry experience. Prior to joining iWealth, he worked at JND Legal Administration and taught at Waseca High School. Outside of his advisory role, he is involved in farming activities. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm manages discretionary assets over $230 million, employing a diversified investment approach that includes individual securities, ETFs, options, and third-party managers, with a broad planning scope that encompasses tax and retirement-plan consulting.
Shawn P
Series 63, Series 66
Waseca, MN
Iwealth
Shawn Pomeroy is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 14 years of industry experience. He has worked with several firms, including Investment Centers of America, ICA Group Wealth Management, and iWealth Financial, where he provides investment advisory services. Pomeroy is also a Minnesota notary. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining advisory operations with non-advisory product offerings.
Gary G
Series 63
Waseca, MN
Iwealth
Gary Guentzel is a financial advisor with iWealth Financial, LLC, holding a Series 63 designation and over 37 years of industry experience. He previously worked at Triad Advisors, Inc. for ten years and LPL Financial for three years before joining iWealth. Outside of his advisory role, he is co-owner of D&D Enterprises LLC and is involved in farming activities through CR Farms. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and businesses. The firm employs a range of analytical and asset-allocation strategies, uses third-party managers, and offers comprehensive portfolio management tailored to client objectives.
Bradley C
Series 63, Series 65
Waseca, MN
Iwealth
Bradley Connors is a financial advisor with LPL Financial in Waseca, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Investment Centers of America and ICA Group Wealth Management, and is the author of a book on retirement planning as well as a professional speaker. Connors also leads KC Holdings, Inc., a for-profit business established to run ICA 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 financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Johnathon E
Series 66
Waseca, MN
Iwealth
Johnathon Eykyn is a financial advisor at iWealth Financial, LLC with Series 66 registration and four years of industry experience. His prior work includes roles at Bosch and Geldner Underground, and he has been involved with the American Legion since 2018. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers tailored portfolio management using a variety of securities and analytical methods, with discretionary assets under management exceeding $230 million.
Ryan G
Series 66
Waseca, MN
Edward Jones
Ryan Gustafson is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Servpro and American Express. Outside of his advisory work, he owns and operates XG Enterprises LLC, which includes ventures in web design, blogging, and content creation related to hockey and personal branding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Andrew C
Series 66
Faribault, MN
Ameriprise
Andrew Cavanaugh is a financial advisor at Ameriprise with a Series 66 credential and one year of experience. His recent work history includes roles at Advisors Management Group, Inc., and several educational and municipal positions prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.
Peter P
Series 66
Le Center, MN
LPL Financial
Peter Plut is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and has a long tenure with FIRST NATIONAL BANK dating back to 2000. Plut is also active with VFW POST #1803, where he has been involved since 1999. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Brent P
CFP®, Series 66
Faribault, MN
OSAIC
Brent Peroutka is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, Peroutka is active in his community, serving as a board member and foundation chair of the Faribault Rotary Club and participating in several local nonprofit organizations including the Faribault Booster Club and the Faribault Area Public Schools Educational Trust Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a network of over 6,200 financial advisers. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering comprehensive wealth management solutions and utilizing advanced portfolio optimization tools.
Stacy E
Series 66
Waseca, MN
LPL Enterprise
Stacy Ewert is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at NAU Country and Dufault CPA, each for five years, as well as Crop Risk Services for six years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, access to model wealth portfolios, and third-party asset management programs.
Jacob C
Series 63, Series 65
Waterville, MN
OSAIC
Jacob Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 21 years before joining OSAIC in 2024. Outside of his advisory role, Cook is involved in community activities as the head coach of a 14U fastpitch softball team and works as a bus driver for local student athletic transportation. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools and operates both wrap and non-wrap fee programs across multiple custodial platforms.
Dawn M
Series 63
Waseca, MN
Ameriprise
Dawn Macht is a financial advisor with Ameriprise in Owatonna, MN, holding a Series 63 designation and having 21 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, primarily for clients with Ameriprise-managed accounts.
Brian H
Series 63
Waseca, MN
Edward Jones
Brian Hansen is a financial advisor with Edward Jones in Waseca, MN, holding the Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Hansen coaches youth archery and is involved in a small farm operation focusing on land and habitat management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
Nyla H
Series 63
Waseca, MN
Edward Jones
Nyla Hagen is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward Jones since 1999 and holds a Series 63 designation. Outside of advisory work, she serves as Vice President and co-owner of Mairs Hagen LLC and is a consultant for a skincare and cosmetics business. Hagen is also a co-trustee of the Gerald Thor Revocable Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Ryan L
CFP®, Series 63, Series 66
Waseca, MN
Edward Jones
Ryan Ludwig is a CFP® professional with 19 years of industry experience and has been with Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Block 11 Marshall, LLC, an apartment rental business based in Mankato, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jonah D
Series 66
Waseca, MN
Ameriprise
Jonah Drake is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Creighton University's Career Center and Minnesota Valley Action Council. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers these services through a centralized consulting team.
Jacob B
Series 63, Series 65
Waseca, MN
Ameriprise
Jacob Butterfield is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he operates the shot clock for Waseca High School basketball games. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.
Catherine G
Series 66
Faribault, MN
Ameriprise
Catherine Grinney is a financial advisor with Ameriprise in Faribault, MN, holding a Series 66 designation and 28 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Ameriprise in 2022. Grinney serves on the Investment Committee for the Faribault Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.
Loren E
Series 63
Le Center, MN
LPL Financial
Loren Edberg is a financial advisor with LPL Financial, holding a Series 63 designation and having 16 years of industry experience. He previously worked at Royal Alliance Associates, Focus Financial Network, Inc., and Invest Financial Corporation. Outside of financial advising, Edberg owns and operates Cutting Edge LLC, a home remodeling and rebuild business. 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, combining large-scale advisory operations with non-advisory product offerings.
Kevin W
Series 66
Waseca, MN
Ameriprise
Kevin Walter is a financial advisor with Ameriprise in Waseca, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Walter serves on the board of the Waseca Area Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations and integrates tax-efficient strategies with a focus on assets managed within Ameriprise accounts.
Kimberly B
Series 66
Waseca, MN
Edward Jones
Kimberly Borst is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and 11 years of industry experience. She has worked at Edward Jones since 2019 and previously was employed with Concorde Investment Services, LLC and Discipline Advisors, Inc. from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Nathan H
CFP®, Series 63, Series 65
Janesville, MN
LPL Enterprise
Nathan Hanson is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has spent much of his career at Prudential Insurance Company of America and Pruco Securities, LLC. Hanson is also a commissioned notary public in Waseca, MN. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a broad range of securities and insurance products.
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23 advisors near 56096
Out of 400,000+ nationwide