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Top 30 financial advisors of 54 near 54011
Out of 400,000+ nationwide
Janice F
CFP®
Welch, MN
Couloir Wealth Advisors, Inc.
At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.
Ashley L
Series 66
Red Wing, MN
Edward Jones
Colin S
CFP®, Series 66
Red Wing, MN
Edward Jones
Hillary S
Series 66
Ellsworth, WI
Edward Jones
Jason R
Series 66
Red Wing, MN
Edward Jones
Conor S
CFP®, Series 66
Red Wing, MN
Edward Jones
Kendra S
CFP®, Series 66
River Falls, WI
Edward Jones
Benjamin W
CFP®, Series 66
Red Wing, MN
Edward Jones
Alysha P
Series 66
Ellsworth, WI
Fidelity
Alysha Parotti is Vice President, Wealth Planner at Fidelity, a position she has held since 2025. In this role, she focuses on forming active partnerships with clients who require advanced planning conversations and tools to address their life and legacy goals. She emphasizes clear and consistent communication and financial education as foundational elements in client relationships. Her professional experience includes roles as Financial Consultant at Fidelity from 2022 to 2025, Investment Consultant at Fidelity Investments from 2021 to 2022, Adjunct Professor of Business at the University of Northwestern - St. Paul in 2021, Associate Producer 1 at Thrivent from 2020 to 2021, and Associate Representative at Thrivent in 2020. Alysha holds a California Insurance License.
Michael H
Series 66
Red Wing, MN
Edward Jones
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Top 30 financial advisors of 54 near 54011
Out of 400,000+ nationwide