Advisors at this firm
Brian J
Series 63, Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Brian Jass is a financial advisor with Wilian Securities, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Great Waters Wealth Management, CETERA Advisor Networks LLC, AdvisorNet Wealth Management, and Great Waters Financial. Outside of his advisory work, he assists with account reconciliation and billing for a family-owned writing and editing business. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products, often with discretionary authority and a generally agnostic stance on ESG factors.
Skip J
Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Skip Johnson is a financial advisor with Wilian Securities, LLC, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Gratus Funds, Advisornet Wealth Management, and Great Waters Financial. Outside of advisory work, he serves as a director of the nonprofit Riverbend Refuge and manages short-term rentals at Historic Riverbend Farm. Wilian Securities is a five-advisor team providing portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a diverse range of analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products, typically seeking discretionary authority to implement allocations.
Megan N
Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Megan Nadeau is a financial advisor with Wilian Securities, LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Wilian Securities and Wilian Financial Group since 2022, following prior roles at Great Waters Wealth Management and AdvisorNet Wealth Management. In addition to her advisory work, she is also licensed as an insurance agent in New Hope, MN. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment vehicles, offering customized portfolio management with discretionary authority and typically no account minimum.
Austin S
Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Austin Schmitt is a financial advisor at Wilian Securities, LLC with a Series 65 designation and experience at multiple firms including Gratus Funds and Great Waters Financial. He has been with Wilian Securities since 2026 and also works with Tailwinds Group, LLC. Wilian Securities provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and invests across multiple asset classes, managing approximately $143.8 million in discretionary assets for around 224 client relationships.
Cody N
Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Cody Nadeau is a financial advisor at Wilian Securities, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including Great Water Wealth Management and AdvisorNet Financial. Outside of advising, he is also involved in insurance sales as a licensed agent. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs diverse analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products.
Will J
Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Will Johnson is a financial advisor with Wilian Securities, LLC, holding a Series 65 credential and 11 years of industry experience. His prior roles include positions at AdvisorNet Wealth Management and Great Waters Wealth Management. He is also an owner and licensed insurance agent with Wilian Insurance, LLC. Wilian Securities provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a variety of analytical methods and invests across multiple asset classes, incorporating both long- and short-term strategies.
Patrick M
Series 65
Vadnais Heights, MN
Tailwinds Wealth, LLC
Patrick Manning is a Series 65 licensed advisor with seven years of industry experience. He is currently with Wilian Securities, LLC and has previously worked at Great Waters Wealth Management, Great Waters Financial, AdvisorNet Financial, and Bridge Church. He is also an Investment Adviser Representative for Wilian Insurance, LLC. Wilian Securities is a five-advisor team managing approximately $143.8 million in discretionary assets for individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and constructs portfolios using mutual funds, ETFs, equities, fixed income, and insurance products, typically with discretionary authority to implement allocations.