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Find Top Financial Advisors in Jordan, Minnesota

How To Find Trusted Financial Advisors in Jordan, Minnesota

Qualified Financial Advisors in Jordan, Minnesota

VETTED
Financial Advisor
Edelman Financial Engines, LLC
10900 Wayzata BoulevardMinnetonka, MN 55305
539 Bielenberg DrWoodbury, MN 55125
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Fiat Wealth Management1905 Wayzata BLVDWayzata, MN 55391
ExperienceN/A
AUM$500,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Affiance Financial600 Highway 169 S., Suite 1750St. Louis Park, MN 55426
ExperienceN/A
AUM$1,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Vector Wealth Management43 Main Street SEMinneapolis, MN 55414
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Savant Wealth Management2250 Town Square Tower, 445 Minnesota St.St. Paul, MN 55101
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Ty Bernicke1625 Radio Drive, Suite 110Woodbury, MN 55125
ExperienceN/A
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Jordan, Minnesota

Edelman Financial Engines, LLC
VETTED
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 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — 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-Only, Based on Assets
Fiat Wealth Management
VETTED
Fiat Wealth Management
About Fiat Wealth Management
The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency.

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.

When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.

Trust is the bedrock of the work at Fiat Wealth Management.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
1905 Wayzata BLVD,Wayzata,MN 55391
Phone Number
651-299-1970
Affiance Financial
VETTED
Affiance Financial
About Affiance Financial
Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple - we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services designed to guide individuals and families through life's financial complexities. We use our comprehensive financial planning process, the Affiance Advantage, to help clients like you pursue your financial goals.

Affiance Financial has been providing financial planning and investment management services to clients for over 25 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.

Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
600 Highway 169 S., Suite 1750,St. Louis Park,MN 55426
Phone Number
952-544-9818
Vector Wealth Management
VETTED
Vector Wealth Management
About Vector Wealth Management
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.
Advisory Services Provided
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based
Office Location
43 Main Street SE,Suite 236,Minneapolis,MN 55414
Phone Number
612-378-7560
Savant Wealth Management
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
2250 Town Square Tower, 445 Minnesota St.,St. Paul,MN 55101
Phone Number
651-233-1100
Ty Bernicke
VETTED
Ty Bernicke
About Bernicke Wealth Management
Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving Wisconsin and Minnesota. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based
Office Location
1625 Radio Drive, Suite 110,Woodbury,MN 55125
Phone Number
715-832-1173

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