Filters

Direct booking

firm logo

Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

7 advisors near 58318

Out of 400,000+ nationwide

user avatar
firm logo

Darin B

CFP®, Series 66

Bottineau, ND

Newedge Advisors

Darin Bohl is a CFP® with 17 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with GWM Advisors, LLC, LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory role, Bohl is a business owner of a local water store and serves as a junior high golf coach for the Bottineau Public School District. He is also a board member of Peoples State Holding Company and Peoples State Bank. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Cody B

Series 66

Bottineau, ND

Newedge Advisors

Cody Brooks is a financial advisor at NewEdge Advisors with a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, CoreWealth Financial Advisors, First International Bank & Trust, and positions in education with the McKenzie County School District and Valley City State University. Outside of advisory work, he serves as a board member of Celly Time LLC and is a foundation member of Dakota College at Bottineau. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Ronald G

Series 66

Bottineau, ND

Thrivent Investment Management

Ronald Gullett is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as president of ARM 58318, LLC, which manages an office building in Bottineau used for Thrivent-related business and rented to non-Thrivent tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option, while maintaining separate services and does not provide portfolio management for institutional clients.

Business ownership considerations
user avatar
firm logo

Brandy S

Series 63, Series 65

Bottineau, ND

Thrivent Investment Management

Brandy Simpson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and offers planning with an option to combine managed-account services under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
user avatar
firm logo

Kimberly D

Series 66

Bottineau, ND

Edward Jones

Kimberly Davis is a financial advisor at Edward Jones in Bottineau, ND, holding a Series 66 designation with 11 years at the firm and two years of industry experience. Outside of her advisory role, she has worked as a seasonal scorer for the Texas STAAR through Educational Testing Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of advisors and branch offices.

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

Micheal A

Series 66

Bottineau, ND

Thrivent Investment Management

Micheal Aasen is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and related entities since 2013. Aasen serves as a board member for the Vinje Fund associated with First Lutheran Church of Bottineau and is involved in local community and agricultural activities, including serving as president of Aasen Ag LLC. 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 supports various planning topics and provides clients with options to combine planning with managed-account services through consolidated billing.

Business ownership considerations
user avatar
firm logo

Matthew G

Series 63, Series 66

Bottineau, ND

Edward Jones

Matthew Glasner is a financial advisor with Edward Jones in Bottineau, ND, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he is an owner of Glasner Brothers Farm. 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 under management through a nationwide network of financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

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

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.