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Find Top Financial Advisors in Albert Lea, Minnesota

How To Find Trusted Financial Advisors in Albert Lea, Minnesota

Qualified Financial Advisors in Albert Lea, Minnesota

VETTED
Financial Advisor
Steven FarrellPPC, CMFC®Lpl2774 Commerce Drive NWRochester, MN 55901
Experience34 Years
AUM$115,000,000
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC206 Broadway Avenue S, Suite 460Rochester, MN 55904
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Albert Lea, Minnesota

Steven Farrell
VETTED
Steven FarrellPPC, CMFC®
Lpl
About Steven Farrell
Steve Farrell is the Owner/President of Prinvest Advisors. Along with himself, there are 4 other Financial Advisors and 2 staff members to serve clients now and in the future. As a Wealth Advisor, Steve's mission is to help people get more out of their money and take some of the guesswork out of investing and to help manage financial risks.

Steve started his career as a Financial Consultant in August of 1992 after graduating from Winona State University with a BS degree. He has always had the desire to help people attain their financial goals such as retirement, college funding and insurance. Steve has his Series 7 and Series 66 Securities Licenses along with a Life & Health Insurance License. He has continued his education and credentials by earning the Chartered Mutual Fund Counselor (CMFC®) and the Professional Plan Consultant (PPC) designations. The CMFC® designation encompasses all aspects of mutual funds and their uses as investment vehicles. The PPC designation signifies a commitment to education and service excellence in the qualified plan industry (401k's).

Steve and his wife, Caroline, currently reside in Pine Island, MN with their golden retrievers Lacey and new puppy Remi. They are proud parents of 3 grown children and 6 grandchildren. They love spending time with family and friends, especially at their lake cabin. Steve has always had a love of sports whether that is playing or watching. Some may say he is very competitive! Whether it is friends, family or clients Steve wants what's best for them and will strive to help in any way possible for them to achieve their goals.
About Lpl
We are a group of LPL Financial Advisors that are dedicated to helping clients pursue their financial goals & objectives. Prinvest Advisors was formed by Levi Befort & Steve Farrell with the clear purpose of bringing clarity & confidence to our clients lives by focusing in on their financial situations. By joining forces with other associates, we are able to offer you the breadth of knowledge gleaned from our combined experience of 75 years!

We recognize that everyone's financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating comprehensive financial plans based on your goals, your time frame and your tolerance to risk. We pride ourselves on developing life-long relationships with our clients & families while striving to provide them with the highest levels of service & support. We will be there to help you each step of the way in the pursuit of your personal financial goals.
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
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
2774 Commerce Drive NW,Suite A,Rochester,MN 55901
Phone Number
507-535-3542
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Based
Office Location
206 Broadway Avenue S, Suite 460,Rochester,MN 55904
Phone Number
877-208-7414

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