Financial Advisors - U.S. Bancorp Investments

Advanced Wealth Management Group offers financial planning services to the greater Minneapolis, MN area.

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

CAISSA is pronounced (ky-suh) and means the Roman Goddess of Chess. Kelly S. Olson Pedersen, a CFP® (Certified Financial Planner™) since 2001 and CDFA (Certified Divorce Financial Analyst) since 2009,