Direct booking
Book time directly with this advisor, no back-and-forth required
Advisors near 56265
Out of 400,000+ nationwide
Mitchell T
CFP®, Series 63
Montevideo, MN
MJT & Associates Financial Advisory Group, Inc.
Mitchell Thompson is a CFP® professional with 12 years of experience in financial advising, currently serving at MJT & Associates Financial Advisory Group, Inc. He has worked at MJT & Associates and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Thompson provides consulting services focused on the financial aspects of divorce through CDFA Bridge Consulting Group LLC. MJT & Associates offers investment advisory and wealth management services to individuals, trusts, and retirement plans, utilizing a long-term investment approach based on Modern Portfolio Theory and technical analysis. The firm manages approximately 292 client relationships and $165 million in assets with a single advisor, providing discretionary portfolio management and tiered financial-planning services.
Aaron J
Series 66
Montevideo, MN
Cetera
Aaron Jaenisch is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He previously worked at Avantax Investment Services and Avantax Advisory Services. Outside of his advisory role, he assists with operations on his family farm, including livestock care and crop harvesting. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining retirement plan capabilities with trust and institutional solutions.
Kami O
Series 66
Montevideo, MN
Ameriprise
Kami Ochsendorf is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kami held positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Kami coaches youth volleyball at Providence Academy. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice while emphasizing assets held in Ameriprise-managed accounts.
James B
Series 66
Montevideo, MN
Edward Jones
Shelly B
Series 66
Montevideo, MN
Edward Jones
Jennifer P
Series 63, Series 66
Montevideo, MN
LPL Enterprise
Jennifer Philaya is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Mohagen and Associates. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services to deliver a broad range of securities and insurance products.
Laura R
Series 66
Montevideo, MN
Edward Jones
Kelly L
Series 66
Montevideo, MN
LPL Enterprise
Kelly Lindeman is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as a long tenure at Minnwest Bank. Outside of his advisory work, Lindeman owns and operates a 55-acre cash grain farm and serves as a volunteer board member for the Montevideo Industrial Development Corporation. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services within its platform.
Mark J
ChFC®, Series 63, Series 66
Granite Falls, MN
Thrivent Investment Management
Benjamin M
ChFC®, Series 66
Granite Falls, MN
Thrivent Investment Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")
Finding advisors...
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.
Advisors near 56265
Out of 400,000+ nationwide