Eide Bailly Advisors, LLC

Eide Bailly Advisors, LLC (CRD# 113564) is a financial advisory firm headquartered in Fargo, ND. They manage $790,956,488 in 2,745 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    791
    MILLION
  • Total Number of Accounts
    2,745
    ACCOUNTS
  • Average Account Value
    $288,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, OR, SD, TX, UT, VA, WA, WI

Financial Advisors at Eide Bailly Advisors, LLC
Showing 1 - 10 of 16 top financial advisors.
1
John W. Carrington
CRD#: 5021080
4310 17th Ave. S, Fargo, ND 58103

John Carrington (CRD# 5021080) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 14 years of experience in the finance industry.

2
Kenneth C. Dupre
CRD#: 6609436
800 Nicollet Mall, Suite 1300, Minneapolis, MN 55402

Kenneth Dupre (CRD# 6609436) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Minneapolis, MN and has over 2 years of experience in the finance industry. Kenneth Dupre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jill N. Floden
CRD#: 4361451
4310 17th Ave S, Fargo, ND 58103

Jill Floden (CRD# 4361451) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 19 years of experience in the finance industry.

4
Theresa M. Hall
CRD#: 1404084
1730 Burnt Boat Loop, Bismarck, ND 58502

Theresa Hall (CRD# 1404084) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Bismarck, ND and has over 23 years of experience in the finance industry. Theresa Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jenna M. Johnson
CRD#: 6412550
4310 17th Ave. S, Fargo, ND 58103

Jenna Johnson (CRD# 6412550) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 4 years of experience in the finance industry.

6
Bradley M. Kelley
CRD#: 2206247
4310 17th Avenue S, Po Box 2545, Fargo, ND 58108

Bradley Kelley (CRD# 2206247) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 28 years of experience in the finance industry.

7
Jill J. Klose
CRD#: 3099465
4310 17th Ave S, Fargo, ND 58103

Jill Klose (CRD# 3099465) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Fargo, ND and has over 14 years of experience in the finance industry.

8
Jeffrey T. Lester
CRD#: 5300472
810 S Cincinnati Ave, Suite 600, Tulsa, OK 74119

Jeffrey Lester (CRD# 5300472) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Tulsa, OK and has over 13 years of experience in the finance industry.

9
June R. Lonnquist
CRD#: 5081766
111 South 2nd Street, Suite 300, Mankato, MN 56001

June Lonnquist (CRD# 5081766) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Mankato, MN and has over 14 years of experience in the finance industry.

10
Ryan J. Miller
CRD#: 5509732
200 E. 10th St., Ste. 500, Sioux Falls, SD 57117

Ryan Miller (CRD# 5509732) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Sioux Falls, SD and has over 12 years of experience in the finance industry.

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