A densely populated state like Minnesota has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Minnesota and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Minnesota
has
6
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1514
non-vetted advisors in your local area. These financial advisors in
Minnesota
have an average of
14
years of experience.
NOTE: The list of financial
advisors in
Minnesota
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Minnesota.
List of Qualified Financial Advisors in Minnesota | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
John Severy Hoven
MBA, CFP® ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Suite 213, Saint Paul, MN 55104 |
6 | Not Specified | $50,000 | Fee-Based |
Pradeep Sukhani
LPL FINANCIAL Two Carlson Pkwy N, Suite 165, Plymouth, MN 55447 |
9 | Not Specified | Not Specified | Not Specified |
Anthony Price
AIF® TOTAL WEALTH ADVISORS LLC 809 mainstreet, Hopkins, MN 55343 |
25 | Not Specified | Not Specified | Fee-Only |
Jordan DeBoer
AWMA®, CFP® CALIBRATION FINANCIAL 120 Central Ave N, Ste A, Milaca, MN 56353 |
7 | Not Specified | $0 | Fee-Only |
Joe Schwarz
CFA® SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 50 South Sixth Street, #1405, Minneapolis, MN 55402 |
24 | $57,000,000 | Not Specified | Fee-Based |
Shaun Marline
MARLINE & ASSOCIATES LLC WEALTH MANAGEMENT 11 East Superior Street, Suite 532, Duluth, MN 55802 |
18 | Not Specified | Not Specified | Not Specified |
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based
Office Location
1595 Selby Avenue,
Suite 213,
Saint Paul,
MN
55104
Phone Number
651-442-0465
John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner™ (CFP®) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.
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.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6021361
Firm CRD# 6413
Series 7, 66
Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets
Office Location
Two Carlson Pkwy N, Suite 165,
Plymouth,
MN
55447
Phone Number
763-257-9796
Pradeep lives in Minnetonka, a Minneapolis suburb with his wife, Geeta and their two kids. Pradeep is a pretty social person and is highly engaged with the community. He believes that serving has truly enriched his life. He loves to travel around the world to experience different cultures, languages, food and to make friends. He also likes to read, to play chess/tennis, to listen music and to watch movies. Pradeep brings 9 years of experience as a financial/wealth advisor. Prior to LPL Financial, Pradeep worked with Waddell & Reed Inc. Before becoming a financial advisor, he was a financial planning & analysis manager at the corporate level for Carlson Wagonlit. Prior to that, he worked as a financial analysis manager for Ecolab and as a senior engineer for Motorola. Pradeep has an MBA from University of MN (Carlson School) and a MS (Computer Engineering) from Wright State University, OH. He also has Series 7 and Series 66 licenses held with LPL Financial and is registered to sell securities in the states of Minnesota as well as several other states. He is also an insurance agent licensed in several states.
At LifeMAP Wealth Advisors, Pradeep Sukhani offers comprehensive financial services for clients. He believes his reputation thrives on a high-level of customer service and that when clients are truly confident in their financial plan, he has done his job. From seeking growth to planning for your family's future, Pradeep can assist you with your unique needs and financial goals. Whether you are a veteran of investing or are just starting to manage your portfolio, he can help you work towards your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 2679257
Firm CRD# 164633
Series 55, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
809 mainstreet,
Hopkins,
MN
55343
Phone Number
612-817-3727
Tony has been in the investment business for 26 years, spending 22 years at Piper Jaffray as an equity trader and the most recent four years here at Total Wealth Advisors. While at Piper Jaffray, he was an institutional equity trader and ran the desk for five years. During that time, he spoke daily to other traders, analysts, and portfolio managers for some of the world's largest mutual funds and hedge funds. He was brought explicitly into our firm due to his experience and knowledge of financial markets. His specialties include retirement planning, portfolio management, and overall wealth management. He is a graduate of the University of Minnesota (economics), and while not studying the market, he can be found at the baseball field watching his two teenage sons play.
We have a solutions-oriented approach for client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients and edge in an increasingly complex world. At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture™. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture™. Often financial advisors focus on one thing like the best product or stock to invest in, ours is to focus on your total financial well being.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 6554740
Firm CRD# 304118
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
120 Central Ave N,
Ste A,
Milaca,
MN
56353
Phone Number
320-362-6002
I enjoy the opportunity to educate my clients about their financial picture from an objective perspective and provide an accountability partner to support them in establishing their goals and implementing solutions. I have achieved my CERTIFIED FINANCIAL PLANNER™ designation and have also earned my Accredited Wealth Management Advisor designation from the College for Financial Planning.
As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals. Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.
Advisory Services Provided:
Financial Planning, Retirement Planning, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
50 South Sixth Street,
#1405,
Minneapolis,
MN
55402
Phone Number
612-355-4365
Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With nearly 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time, they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active with Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.
Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.
Qualifications
CRD# 4645930
Firm CRD# 6413
Office Location
11 East Superior Street,
Suite 532,
Duluth,
MN
55802
Phone Number
218-260-8747
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
Advisory Services Provided:
Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services
Top Financial Advisor Firms in Minnesota (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
50 South Sixth Street , Suite 2350, Minneapolis, MN 55402 |
$57,525,542,651 | 205 |
A percentage of AUM Fixed fees Performance Based |
TRANSAMERICA RETIREMENT ADVISORS, LLC
408 Saint Peter Street , Suite 210, St Paul, MN 55102 |
$11,508,874,805 | 137737 |
A percentage of AUM Fixed fees |
DEVENIR INVESTMENT ADVISORS, LLC
8500 Normandale Lake Blvd , Suite 2160, Minneapolis, MN 55437 |
$10,800,000,000 | 51 |
A percentage of AUM Hourly charges Fixed fees |
COMPASS CAPITAL MANAGEMENT INC
706 Second Avenue South , Suite 400, Minneapolis, MN 55402 |
$2,085,154,063 | 1378 |
A percentage of AUM Fixed fees |
PINE RIVER CAPITAL MANAGEMENT L.P.
601 Carlson Parkway , 7th Floor, Minnetonka, MN 55305 |
$1,611,851,747 | 17 |
A percentage of AUM Performance Based |
STILLWATER INVESTMENT MANAGEMENT, LLC
423 South Main Street , Suite E1, Stillwater, MN 55082 |
$614,407,055 | 845 |
A percentage of AUM Fixed fees |
SPEECE THORSON CAPITAL GROUP INC
225 South 6th Street , Suite 2575, Minneapolis, MN 55402 |
$501,000,000 | 28 |
A percentage of AUM |
WHITE PINE CAPITAL LLC
8421 Wayzata Blvd , Suite 302, Golden Valley, MN 55426 |
$404,086,370 | 377 |
A percentage of AUM Fixed fees |
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
11324 86th Avenue North, Maple Grove, MN 55369 |
$266,711,025 | 580 |
A percentage of AUM Fixed fees |
LEGACY FINANCIAL ADVISORS CORPORATION
3500 American Blvd W , Suite 675, Bloomington, MN 55431 |
$260,209,110 | 804 |
A percentage of AUM Commision Based |
TRADEMARK FINANCIAL MANAGEMENT, LLC
7825 Washington Ave South , 410, Bloomington, MN 55439 |
$232,471,675 | 839 |
A percentage of AUM Hourly charges Fixed fees Other (FEES FROM OTHER INVESTMENT ADVISERS) |
PERKINS CAPITAL MANAGEMENT INC
730 Lake Street East, Wayzata, MN 55391-1769 |
$175,026,032 | 156 |
A percentage of AUM |
QUANTITATIVE ASSET MANAGEMENT, LLC
641 E. Lake Street , Suite 216, Wayzata, MN 55391 |
$162,574,797 | 193 |
A percentage of AUM |
STEBEN & COMPANY, LLC
687 Excelsior Blvd., Excelsior, MN 55331 |
$152,153,006 | 1 |
A percentage of AUM |
WIXON ADVISORS, INC.
6439 Sycamore Court North, Maple Grove, MN 55369 |
$111,848,839 | 513 |
A percentage of AUM Fixed fees Commision Based |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Barton C Kosen Inquire with Barton |
7212 Metro Blvd, Edina, MN 55439 | 952-446-7800 |
Brian MacDonald Inquire with Brian |
7650 Edinborough Way, Ste 225, Edina, MN 55435 | 952-893-7966 |
Brian Martin Inquire with Brian |
3143 Superior Dr NW, Ste A, Rochester, MN 55901 | 888-831-7475 |
Brian Mickelson Inquire with Brian |
10810 Old County Road 15, Plymouth, MN 55441 | 763-703-5580 |
Barclay G Carriar Inquire with Barclay |
1765 Roosevelt Rd, St Cloud, MN 56301 | 320-654-6715 |
Blane J. Hammer Inquire with Blane |
445 East Lake Street, Suite 320, Wayzata, MN 55391 | 952-475-4308 |
Beste & Associates Inquire with Beste |
30 25th Ave S, Ste 101, St Cloud, MN 56301 | 320-230-1710 |
Bradley Turgeon Inquire with Bradley |
44 Lake St S, Ste C, Forest Lake, MN 55025 | 651-464-9773 |
Abundant Financial Group Inquire with Abundant |
7100 Northland Cir N, Ste 303, Brooklyn Park, MN 55428 | 763-657-2405 |
Benjamin Auckenthaler Inquire with Benjamin |
7650 Edinborough Way, Ste 225, Edina, MN 55435 | 952-746-9456 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?