ADVISOR BIO

Autumn Rae Folsom is a financial advisor at Osaic Wealth, Inc. with over 8 years of experience in the industry. Autumn specializes in helping clients with financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Autumn is registered in 15 states and holds Series 66, SIE, and Series 7 licenses. Autumn also has a Certified Financial Planner designation.

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ADVISOR BIO

Connor William Hassing is a financial advisor registered with Edward Jones. Connor is licensed to provide financial advice in Minnesota and Texas. Connor has been in the financial services industry since May 2022 and is currently registered with Edward Jones in Inver Grove Heights, Minnesota. Connor holds the Series 66, 7TO and SIE licenses. Connor has experience with clients of all types including individuals, corporations, partnerships, and trusts. Connor is committed to providing comprehensive financial advice to clients.

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ADVISOR BIO

Daniel Stanton Peterson is a financial advisor with Ameriprise Financial Services, LLC, in Inver Grove Heights, Minnesota. Daniel has been in the financial services industry since 1998. Daniel is registered with the state of Minnesota as a Registered Representative (RA). Daniel is a licensed advisor with the following licenses: Series 63, Series 65, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52, Series 53, Series 79, and Series 99. Daniel is also a registered principal with Ameriprise Financial Services, LLC, in Minnesota. Prior to joining Ameriprise Financial Services, LLC, Daniel worked at American Investors Group, Inc., in Minnetonka, Minnesota.

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ADVISOR BIO

Jerrod Resseman is a financial advisor at Edward Jones. Jerrod is a registered investment advisor in Minnesota and Texas. He has been in the industry since 2017. He specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jerrod is also registered in 22 states and the Virgin Islands.

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ADVISOR BIO

Jett Lakari is a financial advisor who has been in the industry for over 5 years. Jett is registered with Ameriprise Financial Services, LLC and holds Series 7TO and SIE licenses. Jett is based out of the Inver Grove Heights, MN branch office of Ameriprise Financial Services, LLC.

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ADVISOR BIO

Jody Otto is an investment advisor representative with Osaic Wealth, Inc. Jody is a Certified Financial Planner with over 30 years of experience in the financial services industry. Jody has worked at various financial firms, including Securities America, Inc., and SII Investments, Inc. Jody's experience and expertise allow Jody to provide a wide range of financial services to individuals and businesses, including financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

Kathleen Strunk is a financial advisor with over 14 years of experience in the industry. Kathleen is currently registered with Osaic Wealth, Inc. and has been with the firm since June 14, 2024. Previously, Kathleen worked for SECURITIES AMERICA, INC., INVESTACORP, INC., and CAPITAL MANAGEMENT SECURITIES, INC. Kathleen is licensed to provide financial advice in the state of Minnesota. She holds the Series 11 exam and specializes in a range of financial products and services.

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ADVISOR BIO

Kristopher Staples is a financial advisor who has been in the industry since 2000. Kristopher is currently registered with LPL Financial LLC in Inver Grove Heights, MN and has been with the firm since June 2020. Before joining LPL Financial LLC, Kristopher was registered with First Allied Securities, Inc. from July 2012 to June 2020.

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ADVISOR BIO

Matthew Howard Davis is a financial advisor registered with Ameriprise Financial Services, LLC. Matthew has been in the financial services industry since December 3, 2021. Matthew holds the Series 7TO, Series 66 and SIE licenses and is registered to provide investment advice in Minnesota. Matthew has a professional background in a variety of industries and holds a degree from the University of North Dakota. Matthew is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Michael William Ryan has over 20 years of experience in the financial services industry. Michael is a Registered Representative with Ameriprise Financial Services, LLC and has a Series 7, Series 66 and SIE license. Michael has a strong commitment to providing clients with personalized financial advice and strategies to help them reach their financial goals. Michael’s specialties include Retirement Planning, Education Planning, Estate Planning, and Insurance.

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