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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and strives to provide increased benefits to our clients.

Meet Our Team

Advisors

Cole Winbauer

Wealth Advisor

(701) 516-8760

Cole.Winbauer@lplfinancial.com

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Bismarck North. 2900 N. Washington St. Bismarck, ND 58503

Cole Winbauer has called our community home his entire life, which has given him a deep understanding of the values that matter most to our clients. His ...

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Derek Drege

Wealth Advisor

(701) 516-8640

Derek.Drege@lplfinancial.com

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Urban Plains 2794 Brandt St. South Fargo, ND 58104

Derek has been helping individuals and businesses make confident financial decisions since 2012. As a lifelong North Dakota resident ...

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Patrick O’Neil

Wealth Advisor

(701) 250-1583

Patrick.Oneil@lplfinancial.com

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Bismarck North, 2900 N. Washington St., Bismarck, ND 58503

Born and raised in North Dakota, Patrick has called this community home since 2005. With a deep understanding of the local values and financial ...


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Associates