Directory for financial advisors and representatives

REFINE:

Expertise

Certifications

Languages

Last Name

Showing 35 advisor(s) and rep(s)

Mark AndersenVisit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Rochester MN, 55902

FINRA BrokerCheck
Ben Bartusek

ChFC®, CFP®, CLU®

We are here to be a GPS on your journey of life helping to guide you and advocate for your financial future so that you can live your most meaningful life. Our ideal clientele is pre-retirees who seek tax efficiency & preserve legacy, and emerging affluent professionals who are forward thinkers valuing freedom. Our brand is built on achieving dreams relentlessly with wisdom & authenticity.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Continuation Planning, Business Succession Planning, Business Valuation Planning, Employee and Executive Benefits Planning, Special Needs Planning, Estate Planning, Education Funding

Languages: English

Location: Mankato MN, 56001

FINRA BrokerCheck
Todd Bock

CLU®, ChFC®, CASL®

Located in southwest MN, we build and implement financial plans for families and closely held businesses. Our team specializes in retirement income planning for individuals and families entering and in retirement. We also work closely with business owners, providing solutions for them personally as well as solutions for their employees through various benefit options such as health insurance.Visit my website

Expertise: Retirement Income Planning, Wealth Management, Financial Planning, Fee-Based Financial Planning, Employee and Executive Benefits Planning

Languages: English

Location: Marshall MN, 56258

FINRA BrokerCheck
Gregory CaptainVisit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Investment Strategies, Long Term Care Planning, Employee and Executive Benefits Planning

Languages: English

Location: Rochester MN, 55902

FINRA BrokerCheck
Owen CasteelVisit my website

Expertise: Life Insurance Planning, Wealth Management, Retirement Planning, Private Client Services, Investment Strategies, Financial Planning

Languages: English, American Sign Language

Location: Mankato MN, 56001

FINRA BrokerCheck
Gabriel ChristensonI believe client relationships last a lifetime. Start your journey with me. My team customizes our services to your goals. We excel at the challenges big thinkers and visionary clients bring to the table. Our financial plans consistently help families and business owners find promise and comfort in their financial future.Visit my website

Expertise: Long Term Care Planning, Life Insurance Planning, Investment Strategies, Financial Planning, Education Funding, Retirement Planning, Business Continuation Planning, Business Succession Planning, Employee and Executive Benefits Planning, Private Client Services, Retirement Income Planning, Wealth Management

Languages: English

Location: Rochester MN, 55902

FINRA BrokerCheck
Jaden DowhaniukVisit my website

Expertise: Financial Planning, Business Succession Planning, Employee and Executive Benefits Planning, Estate Planning, Retirement Planning, Business Continuation Planning

Languages: English

Location: Mankato MN, 56001

FINRA BrokerCheck
Josh EdmondsonWhile I believe we can truly help anyone, I get the most energy helping forward thinking, genuinely good people. Young Families, business owners, Farmers and Ranchers who desire the best possible outcome for their family and business. I genuinely enjoy helping people find the right solutions. Making visions into reality, through intentionality and strategic planning.Visit my website

Expertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Estate Planning, Investment Strategies, Retirement Planning, Wealth Management, Disability Income Planning

Languages: English

Location: Mankato MN, 56001

FINRA BrokerCheck
Dean Fox

CLU®, ChFC®, CASL®, RICP®

Visit my website

Expertise: Business Risk Management, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Retirement Income Planning, Retirement Planning

Languages: English

Location: Rochester MN, 55901

FINRA BrokerCheck

Get to know our leadership.