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Top 30 financial advisors of 77 near 55013
Out of 400,000+ nationwide
Adam C
CFP®, Series 66
North Branch, MN
Edward Jones
Tanya P
CFP®, Series 66
Chisago City, MN
Edward Jones
Rebecca B
CFP®, Series 63
Saint Croix Falls, WI
Edward Jones
Zachary B
Series 66
Scandia, MN
Edward Jones
Tucker H
CFP®, Series 66
Osceola, WI
Edward Jones
Patrick G
Series 63
Forest Lake, MN
Edward Jones
Joseph N
Series 66
Wyoming, MN
Edward Jones
Brandon N
CFP®, Series 66
Wyoming, MN
Edward Jones
Austin F
Series 63, Series 65
Forest Lake, MN
Fidelity
Austin Franz is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2020, progressing through various positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Relationship Specialist at Charles Schwab from 2019 to 2020 and as a Financial Specialist at UW Credit Union from 2017 to 2019. In his current role, Austin focuses on understanding clients' unique financial situations through a collaborative process. He works with clients to develop retirement plans and investment strategies aimed at helping them navigate the financial landscape and move closer to achieving their financial goals. Outside of his professional career, Austin has personal interests that include boating, cars, fitness, lake activities, motorcycles, and parenthood.
Schuyler O
Series 66
Forest Lake, MN
Fidelity
Schuyler Olson is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2024 to 2025 and 2022 to 2024, respectively. His career in financial advising began in 2018, with roles at Edward Jones, Primerica Financial Services, and Equitable Advisors, LLC. In his current role, Schuyler works closely with clients to help them understand their financial position and develop strategies tailored to their goals within a complex environment. He emphasizes education and collaboration to create plans that clients feel comfortable with. Outside of his professional work, Schuyler has interests in board games, camping, hiking, military service, pets, and volunteering.
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Top 30 financial advisors of 77 near 55013
Out of 400,000+ nationwide