wiseradvisor

Find Top Financial Advisors in Rochester, Minnesota

Advisor Match Advisor Match

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Rochester, Minnesota
Last Updated - 09-Aug-2022

Rochester has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 44 non-vetted advisors in your local area. These financial advisors in Rochester, Minnesota have an average of 6 years of experience.

NOTE: The list of financial advisors in Rochester, 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 Rochester, Minnesota.

Qualified Financial Advisors in Rochester, Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
Peter Fleming
CFP®, ChFC®
EDELMAN FINANCIAL ENGINES, LLC
1960 Donegal Drive Suite 40,
Woodbury, MN 55125
6 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Rochester

Qualifications CRD# 6491578
Firm CRD# 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.

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 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.


Top Financial Advisor Firms in Rochester, Minnesota (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Fortress Financial Group, Llc
1610 14th Street Nw , Suite 100,
Rochester, MN 55901
$147,152,691 523 A percentage of AUM
Fixed fees
Strategic Asset Management Llc.
2434 Superior Drive Nw , Suite 101,
Rochester, MN 55901
$118,034,268 532 A percentage of AUM
Fixed fees

    List of Additional Advisors in Rochester, Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Martin
    Inquire with Brian
    3143 Superior Dr NW, Ste A, Rochester, MN  55901 888-831-7475
    Alex Lair
    Inquire with Alex
    4115 26th St NW, Ste 100, Rochester, MN  55901 507-281-4341
    Adam Palen
    Inquire with Adam
    1530 Greenview Dr SW, Ste 205, Rochester, MN  55902 507-208-4711
    Randy Ehleringer
    Inquire with Randy
    4115 26th St NW, Ste 100, Rochester, MN  55901 507-281-4341
    Kari Douglas
    Inquire with Kari
    4115 26th St NW, Ste 100, Rochester, MN  55901 507-281-4341
    Stephen Palen
    Inquire with Stephen
    1530 Greenview Dr SW, Ste 205, Rochester, MN  55902 507-208-4711
    Stephen Stolz
    Inquire with Stephen
    3143 Superior Dr NW, Ste A, Rochester, MN  55901 888-831-7475
    Pinnacle Private Wealth Group
    Inquire with Pinnacle
    1530 Greenview Dr SW, Ste 205, Rochester, MN  55902 507-208-4711
    Endgame Financial Group
    Inquire with Endgame
    2774C Commerce Dr NW, Rochester, MN  55901 507-206-5086
    Michael Hoffman
    Inquire with Michael
    2774C Commerce Dr NW, Rochester, MN  55901 507-206-5086
      Talk to an advisor
      • Find pre-screened advisors
      • Review matched profiles
      • Receive free initial consultation

      Are You A Financial Advisor
      in Minnesota?

      Grow your AUM with pre-qualified leads!

      join-wiseradvisor-

      Customer Reviews

      Frequently Asked Questions

      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?