Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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
3
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
130
non-vetted advisors in your local area. These financial advisors in
Minneapolis
,
Minnesota
have an average of
13
years of experience.
NOTE: The list of vetted financial
advisors in
Minneapolis
,
Minnesota
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Joe Schwarz
CFA® SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 50 South Sixth Street, #1405, Minneapolis, MN 55402 |
27 Years | $99,000,000 | $1,000,000 | Fee-Based |
|
John Severy Hoven
MBA, CFP® ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Suite 213, Saint Paul, MN 55104 |
6 Years | Not Specified | $50,000 | Fee-Based |
| 7 Years | Not Specified | $0 | Fee-Only |
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
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 more than 20 years of financial planning and investment experience, Joe is in a 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# 4495513
Firm CRD# 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
Qualifications
CRD# 6554740
Firm CRD# 304118
Series 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
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, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 194 | 205 | $57,525,542,651 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 211 | 33 | $23,846,402,884 | A percentage of AUM, Performance Based, Other (SERVICING FEES)
|
|
| 10 | 51 | $10,800,000,000 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 16 | 1378 | $2,085,154,063 | A percentage of AUM, Fixed fees
|
|
| 12 | 398 | $1,840,747,318 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 44 | 6797 | $978,503,713 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 28 | $501,000,000 | A percentage of AUM
|
|
| 6 | 235 | $432,853,754 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 3 | $387,594,025 | A percentage of AUM, Performance Based
|
|
| 10 | 2 | $290,000,000 | A percentage of AUM, Performance Based
|
|
| 4 | 174 | $244,919,409 | A percentage of AUM
|
|
| 19 | 581 | $193,049,479 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 378 | $152,228,950 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 1 | 162 | $149,006,203 | A percentage of AUM, Hourly charges
|
|
| 0 | 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 |
|---|---|---|
| 225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-371-8824 | |
| 225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-371-8876 | |
| 225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-340-6726 | |
| 1204 Harmon Pl, Minneapolis, MN 55403 | 612-940-6945 | |
| 225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-340-6753 | |
| 225 South 6th St, Ste 5300, Minneapolis, MN 55402 | 612-217-5343 | |
| 5775 Wayzata Blvd, Ste 880, Minneapolis, MN 55416 | 763-367-7980 | |
| 555 Nicollet Mall, Ste 200, Minneapolis, MN 55402 | 612-746-5300 | |
| 555 Nicollet Mall, Ste 200, Minneapolis, MN 55402 | 612-746-5300 | |
| 5775 Wayzata Blvd, Ste 880, Minneapolis, MN 55416 | 763-367-7980 |
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?
