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Find Top Financial Advisors in Forest Lake, Minnesota

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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.

Finding the Top Financial Advisor in Forest Lake, Minnesota
Last Updated - 31-Jul-2022

Forest Lake has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 13 non-vetted advisors in your local area. These financial advisors in Forest Lake, Minnesota have an average of 12 years of experience.

NOTE: The list of financial advisors in Forest Lake, 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 Forest Lake, Minnesota.

Qualified Financial Advisors in Forest Lake, Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
Tyler Schelhaas
CFP®
VECTOR WEALTH MANAGEMENT
43 Main Street SE,
Suite 236,
Minneapolis, MN 55414
Not Disclosed Not Specified Not Specified Fee-Based
Joe Schwarz
Chartered Financial Analyst (CFA)
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
50 South Sixth Street,
#1405,
Minneapolis, MN 55402
24 $57,000,000 Not Specified Fee-Based
Peter Fleming
CFP®, ChFC®
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
Wealth Enhancement Advisory Services
WEALTH ENHANCEMENT GROUP
505 N. Highway 169,
Suite 900,
Plymouth, MN 55441
20 Not Specified Not Specified Not Specified
Jordan DeBoer
CFP®, AWMA®
CALIBRATION FINANCIAL
120 Central Ave N,
Ste A,
Milaca, MN 56353
7 Not Specified $0 Fee-Only

Information on Qualified Financial Advisors in Forest Lake

Qualifications Firm CRD# 152667

Compensation/Fee Fee-Based


Office Location 43 Main Street SE,
Suite 236,
Minneapolis,
MN
55414
Phone Number 612-378-7560

Wealth management has gotten complex. We have a unique process to make it simple.

About Vector Wealth Management

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.


Qualifications CRD# 147384
Firm CRD# 147384
Series 63

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


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.

About SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.


Qualifications CRD# 6491578
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1960 Donegal Drive Suite 40,
Woodbury,
MN
55125
Phone Number 952-283-7453

Office Location 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.

About Edelman Financial Engines, LLC

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.


Office Location 505 N. Highway 169,
Suite 900,
Plymouth,
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.

About Wealth Enhancement Group

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


Qualifications CRD# 6554740
Firm CRD# 304118
Series 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee, Hourly


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.

About Calibration Financial

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


List of Additional Advisors in Forest Lake, Minnesota*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bradley Turgeon
Inquire with Bradley
44 Lake St S, Ste C, Forest Lake, MN  55025 651-464-9773
Andrew Hays
Inquire with Andrew
44 Lake St S, Ste C, Forest Lake, MN  55025 651-464-9773
Kerkow & Associates
Inquire with Kerkow
84 3rd St NW, Forest Lake, MN  55025 651-464-9741
Nathan A Kerkow
Inquire with Nathan
84 3rd St NW, Forest Lake, MN  55025 651-464-9741
Gary Kerkow
Inquire with Gary
84 3rd St NW, Forest Lake, MN  55025 651-464-9741
Jay Jurkovich
Inquire with Jay
84 3rd St NW, Forest Lake, MN  55025 651-464-7064
Leif Erickson
Inquire with Leif
85 Lake St N, Forest Lake, MN  55025 651-238-3030
David J Drolson
Inquire with David
179 Lake St S, Ste 120, Forest Lake, MN  55025 651-464-6713
Edward Jones
Inquire with Edward
568 South Lake Street, Ste 200, Forest Lake, MN  55025 651-257-2937
Edward Jones
Inquire with Edward
407 Lake St S, Forest Lake, MN  55025 651-464-7158
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