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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Baxter
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
11
non-vetted advisors in your local area. These financial advisors in
Baxter, Minnesota
have an average of
7
years of experience.
NOTE: The list of financial
advisors in
Baxter, 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
Baxter, Minnesota.
| Qualified Financial Advisors in Baxter, Minnesota | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Jordan DeBoer
AWMA®, CFP® CALIBRATION FINANCIAL 120 Central Ave N, Ste A, Milaca, MN 56353 |
7 | Not Specified | $0 | Fee-Only |
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
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Scott Stroot Inquire with Scott |
13850 Bluestem Ct, Ste 100, Baxter, MN 56425 | 218-829-4131 |
| Drew Boland Inquire with Drew |
13850 Bluestem Ct, Ste 100, Baxter, MN 56425 | 218-829-4131 |
| Luke Schumer Inquire with Luke |
13850 Bluestem Ct, Ste 100, Baxter, MN 56425 | 218-829-4131 |
| Lillie Naomi Pearo Inquire with Lillie |
13850 Bluestem Ct, Ste 100, Baxter, MN 56425 | 218-454-3024 |
| Mark Ruhl Inquire with Mark |
7658 Design Rd, Ste 200, Baxter, MN 56425 | 218-825-8842 |
| Edward Jones Inquire with Edward |
13968 Cypress Drive, Suite 2, Baxter, MN 56425 | 218-828-0934 |
| Edward Jones Inquire with Edward |
13968 Cypress Drive, Suite 2, Baxter, MN 56425 | 218-828-0934 |
| Edward Jones Inquire with Edward |
15354 Dellwood Drive, Suite 105, Baxter, MN 56425 | 218-829-5752 |
| Edward Jones Inquire with Edward |
13968 Cypress Drive, Suite 2, Baxter, MN 56425 | 218-828-0934 |
| Edward Jones Inquire with Edward |
13432 Elmwood Dr, Suite 7, Baxter, MN 56425 | 218-828-6930 |
Grow your AUM with pre-qualified leads!
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.
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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?
