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Find Top Financial Advisors in Albert Lea, Minnesota
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Albert Lea, Minnesota, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Albert Lea, Minnesota
Albert Lea has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Albert Lea, Minnesota have an average of 34 years of experience.
NOTE: The list of vetted financial advisors in Albert Lea, Minnesota mentioned below does 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 Albert Lea, Minnesota.
Qualified Financial Advisors in Albert Lea, Minnesota
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 34 Years | $115,000,000 | $100,000 | Fee-Based | |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC206 Broadway Avenue S, Suite 460Rochester, MN 55904 | Not Disclosed | Not Specified | Not Specified | Fee-Based |
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Information on Qualified Financial Advisors in Albert Lea, Minnesota

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.
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.

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.
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