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Find Top Financial Advisors in Plymouth


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Qualifications of Financial Advisor in Plymouth

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.

Financial Advisors in Plymouth, Minnesota
Financial Advisor Office Location Phone Number
Wealth Enhancement Group,
Wealth Enhancement Group
505 N. Highway 169,
Plymouth, MN  55441
(888) 236-9777
Nate Pribyl,
Edelman Financial Engines, LLC
9483 Garland Lane,
Maple Grove, MN  55311
(763) 494-8889
Joe Schwarz,
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC
50 South Sixth Street,
Minneapolis, MN  55402
(612) 355-4365
Frank Rezack,
Evergreen Financial Group
708 North 1st Street,
Minneapolis, MN  55401
(612) 339-5352
Robert Lawson,
Vector Wealth Management
43 Main Street SE,
Minneapolis, MN  55414
(612) 378-7560
John Severy-Hoven, CFP®, MBA,
Oracle Financial Planners LLC
1595 Selby Avenue,
Saint Paul, MN  55104
(651) 442-0465
Alex Reader,
Edelman Financial Engines, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN  55125
(651) 714-9505

Information on Qualified Financial Advisors in Plymouth

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# 5835667
FirmCRD# 104510
Series 6, 63

Compensation/Fee Fee Based Only - No Commissions


Office Location 9483 Garland Lane,
Maple Grove,
MN 
55311
Phone Number (763) 4948889

Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 2010. Successfully completed the Series 6 and 63 examination(s) administered by FINRA. Is a head coach for the Prior Lake, MN, boys hockey team. Hometown of Roseville, MN. Nate enjoys spending time with his family, summers on the lake, coaching, and playing hockey.

About Edelman Financial Engines, LLC

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# 147384
FirmCRD# 147384
Series 63

Compensation/Fee I am a Fee-Only financial professional, 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 member of the Board of Directors for 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 CRD# 2458612
FirmCRD# 13609
Series 6, 7, 65, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 708 North 1st Street,
Suite 342,
Minneapolis,
MN 
55401
Phone Number (612) 3395352

Frank has been an Independent Financial Advisor with Berthel Fisher Financial Services since 2001. He attended Concordia College in Moorhead, University of Minnesota Twin Cities and Carlson School of Management. Frank has over 20 years experience in financial planning and wealth management. Frank is qualified and licensed to utilize every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. Frank is an avid hiker and has hiked both the Lake Superior National Trail and the Appalachian Trail. He likes to cook and loves great food and wine...not necessarily in that order.

About Evergreen Financial Group

THE APPOINTMENT IS FREE. THE ADVICE IS PRICELESS. Since 1994, Frank Rezack and Jonathan Pyne and the staff of Evergreen Financial Group have been dedicated to helping investors accumulate, protect, and enjoy their wealth. We believe investors should not be chasing financial rainbows. In fact, our goal is to help our investors achieve their financial goals, and work towards attractive returns. Isn't that what we all really want? We believe that gambling and investing are not the same thing. We have an obligation to guide our investors in directions that will maximize the possibility of achieving their financial objectives. We offer a full range of investments. We focus on those that are based on real value, offer a high degree of stability, and frequently pay significant dividends or interest. The best way to find out about what we do is to make an appointment.



Qualifications CRD# 4090584
FirmCRD# 152667

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


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

Bob Lawson joined Vector Wealth Management in 2016 as a Senior Wealth Advisor. Bob's comprehensive approach to managing wealth incorporates his extensive knowledge of personal finance, investment management, charitable planning, wealth transfer, tax and estate planning, private banking and fiduciary and trust services. Bob is a member of Vector's Investment Committee, responsible for securities selection and client portfolio allocations. Bob's focus is on the client experience, building positive and trusting relationships through servant leadership, leading with integrity and simply doing what is right. Prior to joining Vector, Bob served in senior wealth advisor and leadership roles in the banking industry. Bob is a CERTIFIED FINANCIAL PLANNER" professional and a Certified Public Accountant. He earned a Bachelor of Science degree in Accounting from the University of Minnesota, Carlson School of Management, and a Master's degree in Finance from the University of St. Thomas. He is an active member of the Twin Cities Estate Planning Council, the Financial Planning Association® and the Minnesota Society of CPAs. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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. In 2017, Vector Wealth Management, LLC acquired majority ownership interest in SNS Financial Group, LLC ("SNS") which was formed in 2010. Together, we continue to do business as Vector Wealth Management.



Qualifications CRD# 4495513
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1595 Selby Avenue,
Suite 213,
Saint Paul,
MN 
55104
Phone Number (651) 4420465

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.

About Oracle Financial Planners LLC

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# 5595998
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1960 Donegal Drive Suite 40,
Woodbury,
MN 
55125
Phone Number (651) 7149505

Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2007. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelor's degree in Business Administration & Finance from University of Kansas. Married to Ariel and they have a dog named Ember. Alex enjoys listening to live music, biking and attending pro sporting events. He has also visited all states except for Alaska.

About Edelman Financial Engines, LLC

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.



List of Additional Financial Advisors in or around Plymouth, Minnesota
Securus Wealth Management Minneapolis, MN