Financial/Investment Services

Bremer Bank

317 Broadway St., Ste. 100
Alexandria, MN 56308

Ryan Boesen

(320) 763-6622

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Bell Bank

1001 Broadway St.
Alexandria, MN 56308

Abby Kleinschmidt

(320) 762-3200

Member Since: 2002

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StoneBridge Wealth Management, LLC

510 22nd Ave. E, Ste. 202B
Alexandria, MN 56308

Christine Schroeder

(320) 846-3500

Member Since: 2012

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Gate City Bank

1630 Broadway St.
Alexandria, MN 56308

Meghann Edwards

(320) 762-3100

Member Since: 2009

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Affinity Plus Federal Credit Union

418 3rd Ave. E, Ste. 108
Alexandria, MN 56308

Holly Picchiarini

(320) 762-1391

Member Since: 2010

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Thrivent Financial

2308 S Broadway St., Ste. 4
Alexandria, MN 56308

(320) 763-5100

Member Since: 2014

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Mid Minnesota Federal Credit Union

405 50th Ave. W
Alexandria, MN 56308

Vic Dale

(320) 762-2686

(320) 815-3678

Member Since: 1990

Whether you are an individual who would like to establish a one-to-one relationship and personally talk over your future with a Financial Advisor, or if you’re the type of person that prefers to manage accounts on your own, we have investment options for

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Gotto Wealth Partners

700 Cedar St., Ste. 167
Alexandria, MN 56308

Lukas Gotto

(320) 460-1390

Member Since: 2025

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Amy Christopherson - State Farm Insurance

218 3rd Ave. E, Ste. 100
Alexandria, MN 56308

Amy Christopherson, ChFC. Agent

(320) 762-2395

Member Since: 2017

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ProfitMax

1707 Rosewood Ln. SE
Alexandria, MN 56308

Stacey Doege

(605) 380-5165

Member Since: 2019

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Ryan Witte State Farm Insurance

2633 Jefferson St., Ste. 803b
Alexandria, MN 56308

Ryan Witte

(320) 762-2394

Member Since: 2019

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NorthRock Partners

218 3rd Ave. E, Ste. 102
Alexandria, MN 56308

Erin Berns

(320) 762-1880

Member Since: 2008

We tailor seamless financial & lifestyle advisory services to help you make the impact you want on the world.

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Billmark's Lakes Area Insurance, Inc

913 Broadway St.
Alexandria, MN 56308

Keith Meyer

(320) 763-9022

(320) 766-0279

Member Since: 1989

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Thrivent Financial - Iverson and Kosters

1920 Turning Leaf Ln. SW, Ste. 8
Alexandria, MN 56308

Alan Iverson

(320) 335-0085

Member Since: 2024

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CLA (CliftonLarsonAllen, LLP)

1920 Turning Leaf Ln. SW, Ste. 2
Alexandria, MN 56308

Nick Paulsen

(320) 759-5100

Trust one firm to provide the guidance you need. Our integrated team approach delivers comprehensive wealth planning strategies to help you accomplish your specific financial, life, and legacy goals.