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.
WiserAdvisor's network of vetted financial advisors are from large
Fortune 500 companies to small independent financial firms to suit
each individual's comfort levels. Each and every advisor is
pre-screened for industry experience, disclosures, and registrations
with SEC and FINRA. Collectively, our pre-screened advisors serve
thousands of happy clients, manage billions of dollars and provide
financial freedom and security for families and individuals like
Please note that the list of financial advisors mentioned below do not include all the financial advisors in our network, as some have not been listed online as per their corporate compliance restrictions. More vetted fiduciary financial advisors near you may be available when you use our free advisor match tool to compare 2 to 3 financial advisors around you.
The financial advisors below offer several financial services such as wealth management, retirement planning, portfolio management, estate planning and much more.
|List of Qualified Financial Advisors in Local|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
VECTOR WEALTH MANAGEMENT
43 Main Street SE,
Minneapolis, MN 55414
|Not Disclosed||Not Specified||Not Specified||Fee-Based|
Chartered Financial Analyst (CFA)
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
50 South Sixth Street,
Minneapolis, MN 55402
|Wealth Enhancement Advisory Services
WEALTH ENHANCEMENT GROUP
505 N. Highway 169,
Plymouth, MN 55441
|20||Not Specified||Not Specified||Not Specified|
EVERGREEN FINANCIAL GROUP
3161 Fernbrook Lane,
Plymouth, MN 55447
|18||Not Specified||$100,000||Not Specified|
EDELMAN FINANCIAL ENGINES, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN 55125
9483 Garland Lane,
Maple Grove, MN 55311
|6||Not Specified||Not Specified||Fee-Based|
Firm CRD# 152667
43 Main Street SE,
MN 55414 Phone Number 612-378-7560
Wealth management has gotten complex. We have a unique process to make it simple.
Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program. Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely- individuals with investment real estate. Clients of Vector Wealth Management can benefit from the following defining characteristics: - Fiduciary approach acting only and solely in the clients' interest - Proprietary wealth planning software application, SOJOURN® - Strategic, customized, tax efficient financial planning - Collaborative team approach with strong client relationships as a centerpiece - Disciplined investment process focusing on providing long- term liquidity, stability, and growth while managing volatility - Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
Firm CRD# 147384
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
50 South Sixth Street,
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.
505 N. Highway 169,
MN 55441 Phone Number 888-236-9777
Corporate History / Background Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born. This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest. Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.
At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth. With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance and estate planning. You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control. Offices in Minnesota: Alexandria, MN 303 22nd Ave. W., Suite 200, Alexandria, MN 56308 Arden Hills, MN 3900 Northwoods Dr., Suite 340, Arden Hills, MN 55112 Brainerd, MN 14275 Golf Course Rd., Suite 150, Baxter, MN 56425 Burnsville, MN 350 W. Burnsville Pkwy, Suite 600, Burnsville, MN 55337 Eden Prairie, MN 775 Prairie Center Drive, Suite 380, Eden Prairie, MN 55344 Mankato, MN 810 Madison Ave., Suite 600, Mankato, MN 56001 Plymouth, MN 505 N. Highway 169, Suite 900, Plymouth, MN 55441 Rochester, MN 975 34th Ave NW, Suite 250, Rochester, MN 55901 St. Cloud, MN 2351 Connecticut Ave., Suite 310, Sartell, MN 56377 Woodbury, MN 576 Bielenberg Drive, Suite 120, Woodbury, MN 55125
Advisory Services Provided:
Retirement Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Firm CRD# 13609
Series 7, 63, 65
Compensation/Fee Commissions, Based on Assets
3161 Fernbrook Lane,
MN 55447 Phone Number 612-339-5352
Amanda has been with Evergreen Financial Group since 2004. She received her Bachelor of Science degree in Marketing from St. Cloud State University in 2003. She is securities licensed as a Registered Assistant with Berthel Fisher & Co. Financial Services, Inc., and holds her Series 7 and 63 and 65 licenses.
She enjoys volunteering at her childrens school each week and being a member of the PTA. She is also a member of the Rogers Otsego Dayton Women of Today organization.
Series "7" License- National license to conduct business in stocks, bonds, mutual funds, etc. Series "63" License- State license to conduct business in stocks, bonds, mutual funds, etc. Series "65" License- Investment Advisor Representative license Recognized by the State of Minnesota as a Investment Advisor Representative
Over 16 years experience in financial planning and money management
The best way to find out about what we do is to make an appointment. The appointment is complimentary; the advice is priceless. Evergreen Financial Group -Dedicated to building close and lasting financial counseling relationships with each and every client. -Personal involvement with each client from the initial planning stages to annual reviews. -All the necessary resources and administrative capabilities to provide ongoing support to clients. -Experienced staff and state-of-the-art hardware/software systems to deliver the quality support you desire. -Personal attention that you need and deserve, with the backing of one of the nation's leading independent broker-dealers.
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, Insurance Products & Annuities
Firm CRD# 104510
1960 Donegal Drive Suite 40,
MN 55125 Phone Number 952-283-7453
9483 Garland Lane,
Maple Grove,MN 55311 Phone Number 952-283-7453
Happily married for 19 years to my wife, Mlada. We have one daughter, Elisabeth, a junior in high school. It is my passion to help my clients retire on time and meet their financial goals. In my spare time, I enjoy quiet walks in nature, reading, yoga, and Pilates.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
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.
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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.
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