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Susan, a Retired Executive from New York
Bisected by the Mississippi River and surrounded by 13 lakes, Minneapolis, Minnesota, is a city flowing into modernity, but don't let your financial options float away with it. Minneapolis, the most populous city in Minnesota, has a cost of living approximately 5% higher than the national average and therefore making the most of one's earnings and choosing the right investments is important. There are approximately 2500 or more fiduciary financial advisors in the Minneapolis, Minnesota, area and it may be difficult deciding which financial advisor would work best for you and fit your risk profile and financial needs. That's where WiserAdvisor can help.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Minneapolis, Minnesota.
Minneapolis
has
9
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
129
non-vetted advisors in your local area. These financial advisors in
Minneapolis, Minnesota
have an average of
15
years of experience.
NOTE: The list of financial
advisors in
Minneapolis, 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
Minneapolis, Minnesota.
| Qualified Financial Advisors in Minneapolis, Minnesota | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Joe Schwarz
Chartered Financial Analyst (CFA) SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 50 South Sixth Street, Minneapolis, MN 55402 |
24 | $57,000,000 | Not Specified | Fee-Based |
| Tyler Schelhaas
CFP® VECTOR WEALTH MANAGEMENT 43 Main Street SE, Minneapolis, MN 55414 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
| John Severy-Hoven
CFP®, MBA ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Saint Paul, MN 55104 |
6 | Not Specified | $50,000 | Fee-Based |
| Wealth Enhancement Advisory Services
WEALTH ENHANCEMENT GROUP 505 N. Highway 169, Plymouth, MN 55441 |
20 | Not Specified | Not Specified | Not Specified |
| Amanda Cooney
EVERGREEN FINANCIAL GROUP 3161 Fernbrook Lane, Plymouth, MN 55447 |
18 | Not Specified | $100,000 | Not Specified |
| Peter Fleming
CFP®, ChFC® EDELMAN FINANCIAL ENGINES, LLC 9483 Garland Lane, Maple Grove, MN 55311 |
6 | Not Specified | Not Specified | Fee-Based |
| Greg Rieckhoff
VALLEY ASSET MANAGER 13955 W Preserve Blvd #302, Burnsville, MN 55337 |
34 | 5,000,000 | 250,000 | Fee-Based |
| Peter Fleming
CFP®, ChFC® EDELMAN FINANCIAL ENGINES, LLC 1960 Donegal Drive Suite 40, Woodbury, MN 55125 |
6 | Not Specified | Not Specified | Fee-Based |
| Jordan DeBoer
CFP®, AWMA® CALIBRATION FINANCIAL 120 Central Ave N, Milaca, MN 56353 |
7 | Not Specified | $0 | Fee-Only |
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
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# 4495513
FirmCRD# 39543
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.
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, Investment Advice & Management, Insurance Products & Annuities
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
Advisory Services Provided:
Retirement Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 4863387
FirmCRD# 13609
Series 7, 63, 65
Compensation/Fee Commissions, Based on Assets
Office Location
3161 Fernbrook Lane,
Plymouth,
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
Insurance licensed
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
Qualifications
CRD# 6491578
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
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.
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.
Qualifications
CRD# 2061356
FirmCRD# 144434
Series 65
Compensation/Fee Fee-Based, Commissions, Flat Fee
Office Location
13955 W Preserve Blvd #302,
Burnsville,
MN
55337
Phone Number
612-296-6681
Greg has been in business for 34 years. He has a passion for helping people have the retirement they have always dreamed about. Greg works with clients to help them have the income they want as well as having the investment growth they are looking for. Greg and his wife have been married to Lori for 32 years. They have three children and one grandchild. Greg enjoys playing golf and fishing as well as spending time with the family.
It is our belief that each individual is as unique as their retirement needs . We believe that people who have worked hard all their life to save for retirement should have the ability to know their needs, wants and dreams are realized. In order to accomplish this we take the time to get to know our clients. We believe there is a process that must be utilized to help reach those retirement goals. Once the process is completed our clients know the plan fits their own unique needs.
Qualifications
CRD# 6491578
FirmCRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1960 Donegal Drive Suite 40,
Woodbury,
MN
55125
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.
Qualifications
CRD# 6554740
FirmCRD# 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.
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
| Top Financial Advisor Firms in Minneapolis, Minnesota | |||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Rbc Global Asset Management (U.S.) Inc.
50 South Sixth Street , Suite 2350, Minneapolis, MN 55402 |
$57,525,542,651 | 205 |
A percentage of AUM Fixed fees Performance Based |
| Castlelake, L.P.
4600 Wells Fargo Center , 90 South Seventh Street, Minneapolis, MN 55402-3901 |
$23,846,402,884 | 33 |
A percentage of AUM Performance Based Other (SERVICING FEES) |
| Devenir Investment Advisors, Llc
8500 Normandale Lake Blvd , Suite 2160, Minneapolis, MN 55437 |
$10,800,000,000 | 51 |
A percentage of AUM Hourly charges Fixed fees |
| Compass Capital Management Inc
706 Second Avenue South , Suite 400, Minneapolis, MN 55402 |
$2,085,154,063 | 1378 |
A percentage of AUM Fixed fees |
| Hays Financial Group, Llc
80 S. 8th Street , Suite 700, Minneapolis, MN 55402 |
$1,840,747,318 | 398 |
A percentage of AUM Hourly charges Fixed fees |
| Everest Financial Group
701 Xenia Ave S , Suite 250, Minneapolis, MN 55416-1029 |
$684,967,370 | 3668 |
A percentage of AUM Hourly charges Fixed fees Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER) |
| Speece Thorson Capital Group Inc
225 South 6th Street , Suite 2575, Minneapolis, MN 55402 |
$501,000,000 | 28 |
A percentage of AUM |
| Strong Tower Advisory Services
333 South 7th Street Suite 2100, Minneapolis, MN 55402 |
$432,853,754 | 235 |
A percentage of AUM Hourly charges Fixed fees |
| Nepsis, Inc.
8674 Eagle Creek Circle, Minneapolis, MN 55378 |
$350,380,122 | 1739 |
A percentage of AUM Hourly charges Subscription fees Fixed fees Other (FEES FOR RESEARCH SERVICES) |
| Piper Sandler Finance Management, Llc
800 Nicollet Mall, Minneapolis, MN 55402 |
$290,000,000 | 2 |
A percentage of AUM Performance Based |
| Gs Investment Inc
333 South 7th Street , Suite 3060, Minneapolis, MN 55402 |
$244,919,409 | 174 |
A percentage of AUM |
| Thomas Leo Advisory, Llc
4353 Upton Avenue South , Suite 204, Minneapolis, MN 55410 |
$152,228,950 | 378 |
A percentage of AUM Hourly charges Fixed fees |
| Gary L. Greenberg
80 S. 8th St , Suite 3916, Minneapolis, MN 55402-2203 |
$149,006,203 | 162 |
A percentage of AUM Hourly charges |
| Nepsis Advisor Services, Inc.
8674 Eagle Creek Circle, Minneapolis, MN 55378 |
$0 | 0 |
A percentage of AUM Hourly charges Fixed fees |
| Great Waters Wealth Management
510 N 1st Ave., , Suite 410, Minneapolis, MN 55403 |
$0 | 0 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Amy Aadalen Inquire with Amy |
225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-371-8824 |
| Ann Hustad Inquire with Ann |
225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-371-8876 |
| Bob O'Neil Inquire with Bob |
225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-340-6726 |
| Adam R Maki Inquire with Adam |
1204 Harmon Pl, Minneapolis, MN 55403 | 612-940-6945 |
| Alix Magner Inquire with Alix |
225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-340-6753 |
| Andrew J Blake Inquire with Andrew |
225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-217-5343 |
| Elizabeth Stokes Inquire with Elizabeth |
5775 Wayzata Blvd, Ste 880, Minneapolis, MN 55416 | 763-367-7980 |
| Daniel Polson Inquire with Daniel |
555 Nicollet Mall, Ste 200, Minneapolis, MN 55402 | 612-746-5300 |
| Mark Joern Inquire with Mark |
555 Nicollet Mall, Ste 200, Minneapolis, MN 55402 | 612-746-5300 |
| Randy G Doroff Inquire with Randy |
5775 Wayzata Blvd, Ste 880, Minneapolis, MN 55416 | 763-367-7980 |
Grow your AUM with pre-qualified leads!
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