Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Direct booking

firm logo

Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

25 advisors near 56601

Out of 400,000+ nationwide

user avatar
firm logo

Scott W

Series 66

Bemidji, MN

Sutterfield Financial Group, Inc.

Scott Weinzierl is a financial advisor at Sutterfield Financial Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at both Sutterfield Financial Group and Purshe Kaplan Sterling Investments. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
user avatar
firm logo

Jacob B

CFP®

Bemidji, MN

Evexia Wealth, LLC

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Private / alternative investments Options & derivatives strategies
user avatar
firm logo

Michael H

Series 63, Series 66

Bemidji, MN

Focus Financial

Michael Huerbin is a financial advisor with Focus Financial Network, Inc. in Bemidji, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Focus Financial Network and OSAIC since 2001. Outside of his advisory role, he serves as the racing director and coach for the Buena Vista Ski Area, where he works with youth ski racers on weekends during the winter season. He is also a part-owner of a local dragon boat rental business and serves as president and board member of the Minnesota Finlandia Community Health Sports nonprofit, organizing an annual cross-country ski marathon. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing a variety of strategies and investment vehicles tailored to client needs.

Executive Founder/Business Owner
user avatar
firm logo

Nancy M

Series 66

Bemidji, MN

Ascentis Independent Advisors, LLC

Nancy Mc Coyne is a financial advisor at Ascentis Independent Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Pine Park Family Dentistry. Mc Coyne is also associated with Arise Wealth Management, an RIA business under Golden State Equity Partners. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a private direct investments program.

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations Founder/Business Owner
firm logo

Craig C

CFP®, Series 66

Bemidji, MN

Edward Jones

Craig Cameron is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Bemidji, MN. Outside of financial advising, he is the owner of a real estate rental business, Real Estate Problem Solvers, located in Bemidji. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Family Business Business ownership considerations General retirement planning Wealth management Founder/Business Owner Intergenerational Families
user avatar
firm logo

Erin G

Series 66

Bemidji, MN

Raymond James Financial

Erin Grosz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 13 years of industry experience. She has worked with Raymond James since 2017 and previously with First Hawaiian Bank and Bancwest Investment Services. Grosz also assists financial advisors and clients with account maintenance and transactions through a support role at First National Bemidji Investment Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a significant advisory business conducted on a non-discretionary basis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
user avatar
firm logo

Janine S

Series 63, Series 66

Bemidji, MN

Edward Jones

Janine Schoeck is a financial advisor with Edward Jones in Bemidji, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of advisory strategies and affiliated services supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Keith S

Series 66

Bemidji, MN

LPL Financial

Keith Salscheider is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Edward Jones and Affinity Plus Credit Union. He also worked in an educational capacity at Maranatha Baptist University for seven years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and charities. 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
firm logo

Jeremy F

Series 63

Bemidji, MN

Edward Jones

Jeremy Fayette is a financial advisor with Edward Jones in Bemidji, MN, holding a Series 63 license and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as president of Fayette Properties LLC, which owns and manages his office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs and affiliated investment options, managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors and branches, as well as additional services such as a trust company and securities-based lending.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar
firm logo

Ryce M

Series 66

Bemidji, MN

Thrivent Investment Management

Ryce Miller is a Series 66-licensed financial advisor with six years of experience at Thrivent Investment Management and prior experience running his own advisory firm for ten years. He is based in Bemidji, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial topics. The firm combines planning with managed-account services under a consolidated billing option while maintaining separate planning and portfolio management functions.

Business ownership considerations
user avatar
firm logo

Robert W

Series 63, Series 65

Bemidji, MN

Cetera

Robert Winters is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Thrivent Financial and in chiropractic practice. Winters also serves as a Staff Sergeant in the US Army Reserve. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various model portfolios and program options.

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
user avatar
firm logo

Ryan W

Series 66

Bemidji, MN

Raymond James Financial

Ryan Welle is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has worked with Raymond James since 2015. Welle is also the president of First National Bank Bemidji, where he oversees loan and investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
firm logo

Jamison E

Series 66

Bemidji, MN

Edward Jones

Jamison Evans is a financial advisor at Edward Jones in Bemidji, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Evans Electric from 2010 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Joshua C

Series 66

Bemidji, MN

Thrivent Investment Management

Joshua Cairns is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has two years of industry experience and previously worked in communications and manufacturing sectors. Outside of finance, he owns and operates a family hobby farm where they grow and sell vegetables and field corn. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers ongoing and one-time planning engagements that cover a wide range of topics, combining planning with managed-account services under a consolidated billing option.

Business ownership considerations
user avatar
firm logo

Curtis H

Series 63, Series 66

Bemidji, MN

LPL Financial

Curtis Howard is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His prior career includes over three decades at Edward D. Jones & Co., L.P., followed by roles at Level Four Financial and Level Four Advisory Services. Outside of his advisory work, he serves on the board of the Bemidji Town & Country Club. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with additional financial products and services.

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

Glenn S

ChFC®, Series 63

Bemidji, MN

Cambridge Investment Research Advisors

Glenn Seibel is a financial advisor at Cambridge Investment Research Advisors with the ChFC® designation and over 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory work, he is also an independent insurance agent and is involved with Orion Financial Group, Inc. as a salaried employee. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew L

Series 63

Bemidji, MN

Cambridge Investment Research Advisors

Andrew Latourelle is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the Series 63 designation and has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Outside of his advisory role, he is also an independent insurance agent for various companies and has worked as a general laborer. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Allen Z

Series 66

Bemidji, MN

Cetera

Allen Zutz is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. In addition to his advisory role, he is involved with Steadfast Health and Wealth, a financial services business. 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 services supported by a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.

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
user avatar
firm logo

Bradley K

Series 66

Bemidji, MN

Ameriprise

Bradley Koenck is a financial advisor with Ameriprise in Tenstrike, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is co-owner and vice president of RJG Services, Inc., an office support and administrative services business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Karl B

Series 66

Bemidji, MN

Edward Jones

Karl Bleser is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. The firm serves more than four million individual and institutional clients, offering a range of wealth management solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
user avatar
firm logo

Martin M

Series 63, Series 65

Bemidji, MN

Edward Jones

Martin Mc Sharry is a financial advisor at Edward Jones in Bemidji, MN. He holds Series 63 and Series 65 licenses and has twelve years of prior work experience at Stryker before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving more than four million clients including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment solutions, and affiliated products, supported by a large national network of financial advisors and branch offices.

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

Ashley S

Series 66

Bemidji, MN

Edward Jones

Ashley Stevens is a financial advisor with Edward Jones, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones in 2022, Stevens worked at Cambridge Investment Research Advisors Inc and Thrivent Financial. Stevens serves as a board supervisor for Port Hope Township in Bemidji, MN. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
firm logo

Kari M

Series 66

Bemidji, MN

Edward Jones

Kari Moran is a financial advisor with Edward Jones in Bemidji, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, supported by a large national network of advisors and branches.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
firm logo

Eileen B

CFP®, Series 63

Bemidji, MN

Edward Jones

Eileen Bretschneider is a CFP®-designated financial advisor with Edward Jones in Bemidji, MN, where she has worked since 2002. She has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

David B

Series 66

Bemidji, MN

Raymond James Financial

David Balmer is a Series 66-licensed financial advisor with Raymond James Financial, based in Bemidji, MN, and has 10 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. and First National Bank Bemidji since 2016 and is an owner of Ballhammer Industries LLC, a business involved in reselling tools and equipment. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a distinctive focus on advisory services that maintain client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")