Broker Check

Team

Meet the Advanced Financial family!

 

Jeffrey F. Bigler, CLU, ChFC

Invesment Advisor Representative

507 288 4248

507 288 8131

[email protected]

A focus on professional knowledge, client service, community and industry involvement, and the highest standards of ethics are the cornerstones of building a successful wealth management practice.

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Trina R. Urban

Registered Assistant

507 288 4248

507 288 8131

[email protected]

Trina is a Research Analyst with Advanced Financial Consultants. She started in 2000 and came with 10 years experience in the financial planning business.

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Andrew C. Vix, CFP®

Investment Advisor Representative

507 288 4248

507 288 8131

[email protected]

Trust, open communication, and the highest level of integrity are the underlying principles that guide Andy's practice.

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Daniel W. Charlesworth

Investment Advisor Representative

507 288 4248

507 288 8131

[email protected]

Dan works primarily in the Rochester area, where he was born and raised. His specialty is working with young individuals and families to help them build a customized financial plan...

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Jacquie Notermann

Registered Assistant

507 288 4248

507 288 8131

[email protected]

Jacquie is a Financial and Retirement Plan Associate and joined our team in 2013. She graduated from the University of Wisconsin - La Crosse in 2006 with a Finance degree.

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Melanie A. Nordman, CPA (inactive)

Origination and Distribution Specialist

507 288 4248

507 288 8131

[email protected]

Melanie is a Research Specialist with Advanced Financial. She graduated from the University of St. Thomas, St. Paul Minnesota in 1986 with an Accounting degree.
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Glenn M. Mackenzie

Invesment Advisor Representative

507 288 4248

507 288 8131

[email protected]

Glenn is an Investment Advisor Representative for Royal Alliance Associates, Inc. Glenn has worked in the financial services industry for over 25 years.

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Kevin K. Janssen

Invesment Advisor Representative

507 288 4248

507 288 8131

[email protected]

Kevin is an Investment Advisor Representative for Royal Alliance Associates, Inc.. He graduated from Luther College in Decorah, Iowa in 1992 with a degree in Business Management and a minor in Psychology. He brings with him 18 years of...

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David M. Thieke

Investment Advisor Representative

507 288 4248

507 288 8131

[email protected]

David is a Investment Advisor Representative for Royal Alliance. He has been in the financial services in industry since 1998. Dave focuses primarily on the 401(k) market with emphasis on aiding not only the employers, but also...

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Kyle A. Voelz

Investment Advisor Representative

507 288 4248

507 288 8131

[email protected]

Kyle is an Investment Advisor Representative for Royal Alliance. He was raised in Morgan, MN and graduated from Augsburg College in Minneapolis, Minnesota in 2005. Kyle began working in the financial services industry in 2006,...

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Mitch Allen

Investment Advisor Representative

507 288 4248

507 288 8131

[email protected]

Mitch works primarily in the Rochester area, and focuses on wealth management, retirement planning and life insurance.

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Edee J. Cranston

Office Manager

507 288 4248

507 288 8131

[email protected]

Edee is the Office Manager for Advanced Financial. She has worked in the financial services industry for 19 years. Edee is responsible for office management and administrative support.
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Kirstyn A. Yochim

Client Services Representative

507 288 4248

507 288 8131

[email protected]

Kirstyn is a Client Service Representative for Advanced Financial. She has been with Advanced Financial since 2007 and came to us with a background in banking.

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Miranda Decker

Client Services Representative

507 288 4248

507 288 8131

[email protected]

Miranda is an Associate working primarily in the Rochester area. She graduated from Minnesota State University, Mankato in 2016 with a Bachelor of Science in Marketing as well two minors one in Business Administration and the other in...

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Jeffrey T. Pierce

Invesment Advisor Representative

507 388 9839

507 388 9872

[email protected]

Jeff is an Investment Advisor Representative for Royal Alliance. He earned a degree in Education from Baker University in 1988. Jeff began his career in the financial services industry in 1996. He is currently Owner of Jeff...

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Stacy Myers

Registered Representative

(800) 299-8455

[email protected]

Stacy is a Registered Representative for Royal Alliance Associates, Inc. She is a graduate of the University of Minnesota with a Multidisciplinary Studies Bachelor’s Degree with an emphasis in Business Technology, Social Science...
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Brian C. Stern, CLU, ChFC, CFP

Investment Advisor Representative

952 500 9528

952 746 1382

[email protected]

Brian is an Investment Advisor Representative for Royal Alliance Associates, Inc. He is a 1991 graduate of University of Wisconsin - Stout, with a degree in Business Administration. Brian has years of experience in a variety of financial...

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Keith R. Meyers, CLU, ChFC, CFP

Investment Advisor Representative

507 263 4830

[email protected]

Keith is an Investment Advisor Representative for Royal Alliance. He was raised in Cannon Falls, MN and graduated Minnesota State University, Mankato Minnesota in 2001 obtaining his bachelor's degree in Finance and Personal...

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Jared Woodward

Investment Advisor Representative

507 263 4830

[email protected]

Jared was born and raised in Cannon Falls, MN. After high school, he graduated Cum Laude with a degree in Finance and a minor in accounting from Minnesota State University, Mankato. During college, Jared worked an internship at the...

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