Financial Advisors in Minnesota

WiserAdvisor is the oldest and the largest independent network of financial advisors.

We will match you with 2 to 3 financial advisors who meet your specific needs

  • We pre-screen advisors for:
    • Experience (minimum five years required)
    • Advisor Compensation (fee-based or fee-only)
    • Licensing and disclosures with SEC/FINRA
  • We do a custom match and send you profiles of 2 to 3 advisors the best suit your unique needs
  • Financial advisors contact you to set up your FREE 1-on-1 consultation. No obligation

I want to take charge
Match Me with 2 to 3 Advisors
based on my specific needs


What advisory services do you need?
What is the size of your investment portfolio?
City: State:
 
First Name:   Last Name:
 
Email   Phone No:
 
Additional Information (optional)
Results from people who have used the "Match Me" form above

Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Financial Advisors >   Minnesota 

Premium Financial Advisors Listing

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

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

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...

Jonathan Pyne, Financial Advisor from Minnesota,

Jonathan Pyne

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...

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

Terry Nelson, CFP, MS

"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...

Craig Larson, Financial Advisor from Minnesota,

Craig Larson

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...

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

John Severy-Hoven, CFP®, MBA

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....

Phillip Christenson, Financial Advisor from Minnesota,

Phillip Christenson

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 ...

Nathan Running, CFP, Financial Advisor from Minnesota,

Nathan Running, CFP

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...

Jim Goodland, Financial Advisor from Minnesota,

Jim Goodland

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...

Mathew Coyle, CFP, Financial Advisor from Minnesota,

Mathew Coyle, CFP

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...

Peter Melsness, Financial Advisor from Minnesota,

Peter Melsness

Located in Rochester, MN and serving SE MN, Peter Melsness, CFP is a FEE-0NLY financial planner providing comprehensive financial planning and investment advice. My practice specializes in helping clients achieve their financial goals through unbiased advice and low-cost solutions....

Dave Denniston, CFA, Financial Advisor from Minnesota,

Dave Denniston, CFA

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...

Nick Pariseau, Financial Advisor from Minnesota,

Nick Pariseau

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

Nathan Pribyl, Financial Advisor from Minnesota,

Nathan Pribyl

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Nathan Pribyl, Financial Advisor from Minnesota,

Nathan Pribyl

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as ...

Robert Burley, Financial Advisor from Minnesota,

Robert Burley

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 ...

Morgan Schleif, Financial Advisor from Minnesota,

Morgan Schleif

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 Minnesota,

Pat Wolfe

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 ...

Peg Chromy Webb, Financial Advisor from Minnesota,

Peg Chromy Webb

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 ...

Bill Sukup, Financial Advisor from Minnesota,

Bill Sukup

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 ...

Selecting the Right Advisor

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

Are You A Financial Advisor?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only