Financial Advisors in or around Minneapolis, Minnesota

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Profile

Roy is in his early 70s, married, university professor and author in NY. He enjoys reading/ researching history, PLUS deep-sea fishing!.

Portfolio Size:

$960K

We needed help in getting a trust and other investment strategies setup correctly...
...WiserAdvisor service was a tremendous relief in finding an advisor. I wanted someone with TRUST, experience and someone with patience.

WiserAdvisor >   Minnesota >   Minneapolis 

Premium Financial Advisors Listing

Jonathan Pyne, Financial Advisor from Minneapolis, Minnesota

Jonathan Pyne

Distance: 0 miles

THE APPOINTMENT IS FREE.THE ADVICE IS PRICELESS.Since 1994, Jonathan Pyne and the staff of Evergreen Financial Group have been dedicated to helping investors accumulate, protect, and enjoy their wealth.We believe investors should not be chasing financial rainbows. In fact, our goal is to help our investors achieve their financial goals, and work to...

Nick Pariseau, Financial Advisor from Minneapolis, Minnesota

Nick Pariseau

Distance: 1 miles

Please see my website for more information on my services....

Todd Terhorst, CFP, CLU, ChFC, AAMS, CRPC, CEA, Financial Advisor from Minneapolis, Minnesota

Todd Terhorst, CFP, CLU, ChFC, AAMS, CRPC, CEA

Distance: 4 miles

I started Diversified Wealth Management in order to offer my clients an independent non-biased financial planning and financial services source. Because every client has different priorities, I offer my clients the flexibility to choose the way they want to work with me. Because every client is different and has unique financial plannin...

Terry Nelson, CFP, MS, Financial Advisor from Minneapolis, Minnesota

Terry Nelson, CFP, MS

Distance: 6 miles

"We provide a small number of clients with the highest level of PERSONAL financial advice and service possible, helping them successfully achieve their financial goals and dreams." Because I truly care about my clients, I always put their interests above my own. Therefore, my goal is to be the best advisor I can for each individual client, instea...

Morgan Schleif, Financial Advisor from Minneapolis, Minnesota

Morgan Schleif

Distance: 7 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Brent Muller, Financial Advisor from Minneapolis, Minnesota

Brent Muller

Distance: 7 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

John Severy-Hoven, CFP®, MBA, Financial Advisor from Minneapolis, Minnesota

John Severy-Hoven, CFP®, MBA

Distance: 8 miles

As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future....

Steve Hess, Financial Advisor from Minneapolis, Minnesota

Steve Hess

Distance: 8 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Pat Wolfe, Financial Advisor from Minneapolis, Minnesota

Pat Wolfe

Distance: 8 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Mike Hess, Financial Advisor from Minneapolis, Minnesota

Mike Hess

Distance: 8 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Bruce Santjer, Financial Advisor from Minneapolis, Minnesota

Bruce Santjer

Distance: 8 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Ben Schaefer, Financial Advisor from Minneapolis, Minnesota

Ben Schaefer

Distance: 8 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Jeff Hockert, Financial Advisor from Minneapolis, Minnesota

Jeff Hockert

Distance: 8 miles

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our ...

Craig Larson, Financial Advisor from Minneapolis, Minnesota

Craig Larson

Distance: 11 miles

Our goal is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service.We help create strategies so our clients pay less in taxes, have more retirement income, and feel more secure about their money. This is accomplished by listening carefully to your needs, concerns and goals. We then craft a c...

Phillip Christenson, Financial Advisor from Minneapolis, Minnesota

Phillip Christenson

Distance: 11 miles

We are an Independent, Fee-Only, Fiduciary, Registered Investment Advisor.We will never be paid a commission. An advisor compensated through commissions inherently faces a conflict of interest between the interests of the client and that of the financial professional. These commissions provide an incentive to sell products with the highest payout ...

Jim Goodland, Financial Advisor from Minneapolis, Minnesota

Jim Goodland

Distance: 11 miles

Securus Wealth Management, LLC (Securus) is an independent financial services and registered investment advisory firm focused on helping our clients determine, pursue, and achieve their financial goals. Our unique philosophy, featuring foundational and cutting edge strategies, helps you develop a plan for your financial future that is designed to t...

Nathan Running, CFP, Financial Advisor from Minneapolis, Minnesota

Nathan Running, CFP

Distance: 12 miles

As a financial advisor, I create customized investment strategies to help build, manage, and protect my client's wealth. For more detailed information regarding specific products and services please visit our web-site.Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under seperate ownership from Ru...

Dave Denniston, CFA, Financial Advisor from Minneapolis, Minnesota

Dave Denniston, CFA

Distance: 12 miles

As a Managing Partner and Chief Investment Officer of The Capital Advisory Group, I work diligently to keep my clients empowered and informed. Working together with your CPA, attorney, and a team of advisors at my firm, we help to find the best options available to you which will incorporate your comfort level of risk and your tax situation. We use...

Mathew Coyle, CFP, Financial Advisor from Minneapolis, Minnesota

Mathew Coyle, CFP

Distance: 13 miles

We are an independent CFP Practitioner and Registered Investment Advisor (RIA). Because we are an independent firm with no captive sales agreements, we align our clients' interests with our own. This means we are paid for our advice, not excessive product commissions. We feel this structure is the fairest, most ethical, and most effective clien...

Selecting the Right Advisor

The Definitive Guide to selecting the right financial advisor for your needs.

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
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