Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 41 near 55987
Out of 400,000+ nationwide
Nash K
Series 66
Winona, MN
Edward Jones
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Retirement withdrawal strategies
Aaron D
Series 66
Winona, MN
Edward Jones
Wayne M
CFP®, Series 66
Winona, MN
Edward Jones
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Divorce financial planning
Retirement income strategy
Wealth management
John H
Series 63
Winona, MN
Edward Jones
Charitable giving & philanthropy
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
Multi-generational wealth transfer
Retirement income strategy
Gregg B
Series 66
Winona, MN
Edward Jones
Retirement income strategy
General retirement planning
General estate planning guidance
Multi-generational wealth transfer
Aleah H
Series 66
Winona, MN
Edward Jones
College savings (529s, UTMA, etc.)
Retirement income strategy
General retirement planning
Wealth management
General estate planning guidance
Kimberly C
Series 63, Series 66
Winona, MN
Edward Jones
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
General retirement planning
Wealth management
Founder/Business Owner
Garrett P
CFP®, Series 66
Winona, MN
Edward Jones
Kevin M
CFP®, PFS™, Series 63, Series 65, Series 66
Winona, MN
Edward Jones
Retirement income strategy
Charitable giving & philanthropy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Founder/Business Owner
Donna L
Series 66
Altura, MN
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Multi-generational wealth transfer
ESG / Sustainable investing
Military & Veterans
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—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.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 41 near 55987
Out of 400,000+ nationwide