WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Minneapolis, Minnesota. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Minneapolis, Minnesota | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Joe Schwarz SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC |
50 South Sixth Street, Minneapolis, MN 55402 |
612-355-4365 |
| David Hogen M&E Catalyst Group |
100 S 5th Street Suite 2450, Minneapolis, MN 55402 |
763-367-0135 |
| Tyler Schelhaas Vector Wealth Management |
43 Main Street SE, Minneapolis, MN 55414 |
612-378-7560 |
| CTB Financial Services Services, ltd. |
5811 Cedar Lake Road South, Minneapolis, MN 55416 |
612-810-3467 |
| John Severy-Hoven Oracle Financial Planners LLC |
1595 Selby Avenue, Saint Paul, MN 55104 |
651-442-0465 |
| Ryan Shannon R.M Shannon Wealth Management LLC |
1595 Selby Avenue, Saint Paul, MN 55104 |
651-321-4620 |
| Wealth Enhancement Advisory Services Wealth Enhancement Group |
505 N. Highway 169, Plymouth, MN 55441 |
888-236-9777 |
| Andre Henderson Edelman Financial Engines, LLC |
9483 Garland Lane, Maple Grove, MN 55311 |
952-283-7452 |
| Alex Reader Edelman Financial Engines, LLC |
1960 Donegal Drive Suite 40, Woodbury, MN 55125 |
651-714-9505 |
Qualifications
CRD# 147384
FirmCRD# 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.
Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.
Qualifications
CRD# 5722842
FirmCRD# 10409
Series 7, 63, 65
Compensation/Fee
Fee-Based
Office Location
100 S 5th Street Suite 2450,
Minneapolis,
MN 55402
Phone Number
763-367-0135
David graduated from the University of Minnesota in 2009 with a BS in Finance and obtained his MBA from St. Thomas in 2014. He began his career in the financial services industry in the fall of 2009, and after working with multiple brokerage firms in the Minneapolis area, David joined the team at M&E in early 2019 as a Financial Planner. When he is out of the office, you will find him spending time with his family and friends, golfing, or traveling. David, his wife Lauren, their son William, and their daughter Charlotte, live in South Minneapolis and enjoy the warm weather months around Lake Harriet.
We are a Minneapolis-based, top financial planning firm focused on business and personal financial planning. At M&E Catalyst Group, we take great care to align all areas of your financial plan. Our clients trust us because we can facilitate and advise on the entirety of their estate and wealth planning. We know our clients want to ensure as much comfort with their overall plan as possible whatever financial security means to you!
Qualifications
FirmCRD# 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.
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# 4289198
FirmCRD# 141278
Series 66
Compensation/Fee
Fee Only
Office Location
5811 Cedar Lake Road South,
Minneapolis,
MN 55416
Phone Number
612-810-3467
There's a big difference between having someone just manage your money and having someone help you figure out the whole of your financial puzzle. What gets us out of bed in the morning is you and having a relationship with you. We are not interested in having a relationship with your brokerage account statement or your income tax return. Everyone is different, and deserves individual attention. Helping you find your best solution to all of your financial challenges is a good way to sum up what we do for people & real people just like you.
CTB Financial Services was established in 2000, building on the brand and accomplishments of a 40 year old, traditional CPA firm. We focus on bringing an independent perspective, deep technical knowledge, compassion, education and a comprehensive approach to successful families and individuals. Founded, owned and operated jointly by Chuck Brown and Jonathan Liang, CTB Financial Services operates as a Registered Investment Advisor. Only independent advisors have an ethical and legal duty to put their clients first. As such, we have a fundamental obligation to act and provide advice that is only ever in your best interests. We are independent and objective. No one pays us but our clients, so we owe no loyalty to anyone but you. Consider working with a financial advisor who always acts in your best interests by adhering to a fiduciary standard. You want someone by your side, someone who is committed to you and your success, someone capable and independent, with only one loyalty.
Qualifications
CRD# 4495513
Series 7, 66
Compensation/Fee
Fee-Based
Office Location
1595 Selby Avenue,
Suite 213,
Saint Paul,
MN 55104
Phone Number
651-442-0465
John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner (CFP) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.
As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
Qualifications
CRD# 4972217
FirmCRD# 290718
Compensation/Fee
Fee Only, Based on Assets, Flat Fee
Office Location
1595 Selby Avenue,
Suite 211,
Saint Paul,
MN 55104
Phone Number
651-321-4620
As a CERTIFIED FINANCIAL PLANNER" certificant, I am trained to manage my clients' wealth in areas of portfolio & risk management and planning for taxes & personal legacy. Beyond this designation, I believe my job starts with getting to know my client. Familiarity with your career, family, priorities, and goals will show me how to best put your assets to work. I have been doing so in the Twin Cities area since 2005 upon my graduation from the University of St. Thomas. I live in Saint Paul with my wife Anka and our three children Mira, Lucey, and Dominic.
R.M. Shannon Wealth Management is founded on the belief that wealth management starts with truly knowing our clients. As such, we offer exceptional service to select clientele. With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values. We are an independent, fee-only registered investment adviser with no ties to any one financial institutiondifferentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a clients wealth what is best for her or him.
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.
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
Qualifications
CRD# 6327800
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
9483 Garland Lane,
Maple Grove,
MN 55311
Phone Number
952-283-7452
As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with my family and friends and love to go on bike rides.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5595998
FirmCRD# 104510
Series 66
Compensation/Fee
Fee-Based
Office Location
1960 Donegal Drive Suite 40,
Woodbury,
MN 55125
Phone Number
651-714-9505
I take the time to work with my clients as a financial planner and get to the core of their objectives for investments, children's education and retirement wishes. Then we create a plan that enables them to stay on course and help reach their goals. Away from work, I'm a big fan of live music and the Minnesota Vikings. Travel and food are my other lifelong passions.
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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
* Additional advisor listing is provided in partnership with Yext
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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.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
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?
