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Top 9 financial advisors of 9 near 56579
Out of 400,000+ nationwide
Patricia S
Series 66
Pelican Rapids, MN
Merrill
Patricia Savre serves as a Resident Director and Wealth Management Advisor at Merrill, focusing on delivering goals-based financial advice and customized wealth management strategies. She works with clients on areas including college education planning, divorce transition planning, employee benefits, equity compensation services, family wealth management, legacy planning, and investment consulting for defined contribution plans. Patricia emphasizes listening to clients to tailor financial strategies that align with their needs and aspirations while ensuring clients understand the wealth management process. Patricia earned her Bachelor's degree from the University of North Dakota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Raised in a small farming community in North Dakota, she now resides in the Twin Cities with her husband and three daughters. Outside of her professional role, Patricia is involved with local organizations such as Lakeshore Players Theatre, Northern Impact Volleyball Club, and St Odilia School. Her personal interests include gardening, golfing, ice hockey, running, traveling, and spending time with her family.
Justin A
CFP®, Series 66
Fergus Falls, MN
Edward Jones
Mallen B
Series 63, Series 65
Pelican Rapids, MN
Auctus Advisors LLC
John O
Series 63, Series 65
Pelican Rapids, MN
DMK Advisor Group, Inc.
Christopher L
Series 63, Series 65
Pelican Rapids, MN
OSAIC
Gary L
CFP®, Series 63, Series 65
Pelican Rapids, MN
OSAIC
Andrew S
Series 66
Pelican Rapids, MN
Cetera
Melissa H
Series 63
Pelican Rapids, MN
LPL Financial
Seth L
Series 63, Series 65
Pelican Rapids, MN
OSAIC
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Top 9 financial advisors of 9 near 56579
Out of 400,000+ nationwide