Find a Financial Professional
    in North Dakota

    2 vetted financial professionals are listed in North Dakota, including practices in Fargo. They specialize in areas such as Business Owners. Compare credentials, fees, and minimums, then request an introduction free.

    David Huebner

    CGN Advisors, LLC

    David Huebner is a Fee-Only Financial Planner and CERTIFIED FINANCIAL PLANNER® professional with over 12 years of experience. He began operating as a Fee-Only advisor in 2021 to provide objective, advice-first financial planning, free from commissions or conflicting incentives. He works with individuals and families who want thoughtful guidance as they approach major financial decisions, particularly near retirement. Originally from Fargo, ND, David attended North Dakota State University. He serves clients from offices in Fargo, ND, and Waconia, MN.

    Fargo, North Dakota
    FiduciaryCFPHourlyNo minimum
    Business Owners

    Nathan Anderson

    Partner

    Prairiewood Wealth Management

    As a CPA and CFP, I am focused on providing comprehensive advice as each client's family CFO. At Prairiewood Wealth Management, being a family CFO means that we assist our clients with all aspects of their finances which extend well beyond traditional investment strategy. We are uniquely qualified to integrate tax, estate, insurance, and charitable giving strategies into the overall wealth management process. I was born and raised in Oxbow, ND; attended North Dakota State University (undergrad and master's in Accounting); passed the CPA exam; worked in public accounting for nearly 5 years at Deloitte in Minneapolis before returning to Fargo to pursue financial planning.

    Fargo, North Dakota
    FiduciaryCFPCPANo minimum
    Business Owners

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