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Advisors in Willmar, Minnesota
56 Results
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

WILLMAR, MN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Aimee Kay Peltier is a financial advisor in Willmar, Minnesota. Aimee has been a registered representative in the securities industry since June 22, 1999. Aimee is currently registered with Wells Fargo Advisors Financial Network, LLC, where she has been employed since September 2021. Aimee has also worked at Raymond James Financial Services, Inc. and Invest Financial Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC

location

WILLMAR, MN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Alec Saunders is a financial advisor who has been in the industry since 2013. Alec is currently registered with LPL Financial LLC and holds a Series 7, Series 66, and a SIE. Alec has been registered with LPL Financial LLC since 2016. Alec is registered in Arizona, Florida, Iowa, Kansas, Minnesota, Nevada, South Dakota, and Virginia. Alec previously worked at HD Vest Investment Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Willmar, MN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Amanda McCain is a financial advisor registered with Ameriprise Financial Services, LLC. Amanda has been in the financial services industry since 2006 and has been registered with Ameriprise since 2013. Amanda's firm has offices in Willmar and Spicer, Minnesota. Amanda specializes in asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed
location

WILLMAR, MN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Andrew William Kveene is a financial advisor with Edward Jones. Andrew is a registered representative in Minnesota and Texas, and holds Series 7TO, SIE, and Series 66 licenses. Andrew is a member of the Rockford Area Athletic Association, and has a broad experience across several industries.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

WILLMAR, MN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Beckius is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Andrew is registered with FINRA and the state of Minnesota, and is licensed to offer investment advisory services. Andrew has been in the financial services industry since 2012. His experience includes working with individual investors, corporations, and institutions. Andrew is dedicated to providing clients with personalized financial advice and guidance. Andrew is also active in the community, serving as Treasurer for both the New Prague Hockey Blue Line Club and the Pat Beckius Memorial Foundation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

Willmar, MN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Karna Buer is a registered representative with Ameriprise Financial Services, LLC. Ashley's career in the industry began in November 2006. Ashley works in the Willmar, MN office and is registered with the state of Minnesota. Ashley has passed the Series 66, SIE and Series 7 exams. Ashley has also been registered as an investment advisor representative since December 2013.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services

location

Willmar, MN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Ben Ervin Taatjes is an investment advisor representative with Avantax Advisory Services. Ben has been in the industry for over 20 years, and is licensed in 26 states. Ben is also a registered representative of Avantax Investment Services, Inc. Ben specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ben's expertise is in helping clients achieve their financial goals, whether it be saving for retirement, planning for college, or simply managing their investments. Ben is committed to providing his clients with personalized financial advice that is tailored to their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

Willmar, MN

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brandt Wendland is an investment advisor representative with EFS Advisors. Brandt has been in the financial services industry since July 30, 1995. Brandt's experience includes prior employment with Feltl & Company and RBC Dain Rauscher Inc. Brandt is registered to provide investment advisory services in Arizona, Colorado, Idaho, Iowa, Michigan, Minnesota, North Dakota, South Dakota, Virginia, and Wisconsin. Wendland is also a Registered Representative with FINRA and the MSRB. Brandt is Series 7, Series 31, Series 63, and Series 66 licensed. Wendland holds a SIE license and has passed the Futures Managed Funds Examination.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

WILLMAR, MN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Brian Gieseke is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Brian has been in the industry since August 4, 2011. Brian is registered with the state of Minnesota and has a Series 66 license and a Series 7 license. Brian has previously worked with Thrivent Investment Management Inc, Park Avenue Securities LLC, and Wells Fargo Clearing Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

WILLMAR, MN

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brian Hooper is a financial advisor at LPL Financial LLC in WILLMAR, Minnesota. Brian has been in the financial services industry since 2003. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of Minnesota. Brian also holds Series 7, Series 24, and Series 66 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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