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Find Top Financial Advisors in Osseo, Minnesota

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Osseo, 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.

Qualifications of Financial Advisors in Osseo

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 Osseo, Minnesota
Financial Advisor Office Location Phone Number
Wealth Enhancement Advisory Services
Wealth Enhancement Group
505 N. Highway 169,
Plymouth, MN  55441
(888) 236-9777
Trisha Qualy
Financially Fluent Advisors
Registered Phone: (612) 347-8600,
Minneapolis, MN  55415
(612) 205-6131
Joe Schwarz
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC
50 South Sixth Street,
Minneapolis, MN  55402
(612) 355-4365
Robert Lawson
Vector Wealth Management
43 Main Street SE,
Minneapolis, MN  55414
(612) 378-7560
Ryan Shannon
R.M Shannon Wealth Management LLC
1595 Selby Avenue,
Saint Paul, MN  55104
(651) 321-4620

Information on Qualified Financial Advisors in Osseo

Office Location 505 N. Highway 169,
Suite 900,
Plymouth,
MN 
55441
Phone Number (888) 2369777

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



Qualifications CRD# 5942154
FirmCRD# 113074
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location Registered Phone: (612) 347-8600,
701 4th Ave S, Suite 1500,
Minneapolis,
MN 
55415
Phone Number (612) 2056131

Trisha Qualy, CFP®, works with individuals and families who are looking for a guide; her personal clients usually want to be a part of the planning process. By providing education, tools, and resources, she helps her clients further their control of their financial lives. She is committed to engaging her clients throughout the planning process. She started her career as an educator and quickly learned that standing in front of a classroom and talking at students was not effective. Instead, the best approach to teaching is collaborative, with students engaged in discussion. She feels it is crucial to first listen to clients desires before recommending solutions and started her personal financial planning practice with this philosophy as a foundation. In addition to her financial planning practice, Trisha is an Owner and Vice President of Wealth Management at AdvisorNet Financial. Trisha contributes to AdvisorNet's strategic growth plan by strengthening relationships with custodian partners, vendors, and industry leaders to communicate their value proposition across market segments. Being a small business owner herself gives Trisha the experience to work with other entrepreneurial clients. Many of Trisha's clients are lifelong learners, empowered by education. Rather than just listening, they are eager to join the conversation.

About Financially Fluent Advisors

Conversation and communication are the basis of planning with Financially Fluent. First, we get you organized. We look at all your accounts, assets, and liabilities to get a panoramic view of your financial life. Then, we talk about your goals. We help you think through short, mid, and long-term aspirations. Understanding your values is equally important, and we will be sure your goals and values align. After, we put together a documented plan. Since we understand that the process can be overwhelming, we deliver meaningful action items which can lead to immediate results. Ongoing, we create a dynamic plan, updating and adjusting as your life changes. Whether it is retirement, birth of a child, purchase of a new home, or the passing of a loved one, we will be with you along the way. We look to diversify portfolios with a variety of investments. Simple sophistication is our intention. Through our financial planning process, we determine your time horizons and investment objectives. Then, we review your acceptable levels of risk and reward and ensure that our proposed asset allocation fits you. Trisha Qualy and Tom Rippberger are Investment Advisor Representatives and Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services also offered through AdvisorNet Wealth Management (AWM). Financially Fluent Advisors LLC, Cetera Advisor Networks LLC, and AWM are not affiliated.



Qualifications CRD# 147384
FirmCRD# 147384
Series 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 50 South Sixth Street,
#1405,
Minneapolis,
MN 
55402
Phone Number (612) 3554365

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 FirmCRD# 152667

Compensation/Fee Fee Only, Based on Assets


Office Location 43 Main Street SE,
Suite 236,
Minneapolis,
MN 
55414
Phone Number (612) 3787560

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# 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) 3214620

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.

About R.M Shannon Wealth Management LLC

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 institution—differentiating 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 client’s wealth what is best for her or him.



List of Additional Financial Advisors in or around Osseo, Minnesota
Financial Advisor Office Location Phone Number
Nate Pribyl
Edelman Financial Engines, LLC
9483 Garland Lane,
Maple Grove, MN  55311
(763) 494-8889
Jim Goodland
GPS Wealth Management
3340 Annapolis Lane N.,
Plymouth, MN  55447
(763) 231-7880
JEFFREY SCHUMACHER
Schumacher Financial
860 Blue Gentian Road, Ste 200,
Eagan, MN  55121
(651) 492-6870
Alex Reader
Edelman Financial Engines, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN  55125
(651) 714-9505

Information on Additional Financial Advisors in or around Osseo, Minnesota

Nate Pribyl

Edelman Financial Engines, LLC

Qualifications CRD# 5835667
FirmCRD# 104510
Series 6, 63

Tel: (763) 4948889
9483 Garland Lane,
Maple Grove,
MN 
55311


Jim Goodland

GPS Wealth Management

Qualifications CRD# 2385266

Tel: (763) 2317880
3340 Annapolis Lane N.,
Plymouth,
MN 
55447


JEFFREY SCHUMACHER

Schumacher Financial

Qualifications CRD# 6517048
FirmCRD# 297211
Series 65

Tel: (651) 4926870
860 Blue Gentian Road, Ste 200,
Eagan,
MN 
55121


Alex Reader

Edelman Financial Engines, LLC

Qualifications CRD# 5595998
FirmCRD# 104510
Series 7, 66

Tel: (651) 7149505
1960 Donegal Drive Suite 40,
Woodbury,
MN 
55125


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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?