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Find Top Financial Advisors in Saint Paul, Minnesota

Saint Paul, the state capital of Minnesota, is one of its twin cities. The other twin city is Minneapolis. The Minneapolis-Saint Paul metropolitan area is the third largest in the midwest with a population of about 3.7 million. The cost of living is 5% higher in Saint Paul compared to the national average, so finding the right financial advisor that meets your needs is important to make the most of your finances. There are over 3,000 financial advisors to choose from in the Minneapolis-Saint Paul metropolitan area, and you may find it difficult to decide who would be the right fit for your financial needs. You may want to use the services of a company like ours that can match you to 2 to 3 financial advisors that have already been screened for experience and hold clean records. The vetted advisors are also listed below for you to choose from.


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 Saint Paul, Minnesota.

Finding the Top Financial Advisor in Saint Paul, Minnesota

Last Updated - 02-Jun-2023

Saint Paul has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These financial advisors in Saint Paul , Minnesota have an average of 13 years of experience.

NOTE: The list of vetted financial advisors in Saint Paul , 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 Saint Paul, Minnesota.

Qualified Financial Advisors in Saint Paul, Minnesota

Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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
Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, CLU®, ChFC®
THRIVENT FINANCIAL
705 Bay Street Suite 2D,
Chippewa Falls, WI 54729
6 Years Not Specified $50,000 Fee-Based

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Information on Qualified Financial Advisors in Saint Paul, Minnesota

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.

About Oracle Financial Planners LLC

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.

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# 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.

About Schwarz Dygos Wheeler Investment Advisors LLC

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# 6365235
Firm CRD# 6365235
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets


Office Location 705 Bay Street Suite 2D,
Chippewa Falls,
WI
54729
Phone Number 715-514-1540

As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in retirement planning and insurance analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. No matter what your financial goals are, I will build a plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself - and to share. My family and I love living in Wisconsin and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have. In my free time, I enjoy reading, playing golf, watching sports, biking, fishing, camping, and spending time with my family. I also volunteer with the Chippewa Falls Kiwanis, Chippewa Valley After Hours Rotary, Chippewa Falls Elks, Hallie Optimist Club, and other great organizations across the Chippewa Valley.

About Thrivent Financial

Thrivent Financial

We are much more than insurance and financial services. We are a not-for-profit membership organization of Christians. For more than 100 years, we have helped our members be wise with money and be good stewards of the gifts God has given them. We specialize in helping people be more secure in areas of: " Retirement income planning " Investment management " Protecting loved ones against the impact of long term care, death, and disability " Charitable giving " College planning " Life insurance " Personal finance guidance My office is centrally located to help service people in the surrounding areas of the Chippewa Valley. Call or stop by my office to learn more or set up an appointment.

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, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
U.S. BANCORP INVESTMENTS, INC.
60 Livingston Avenue, Ep-Mn-Wn3c, Saint Paul, MN 55107
2384 56384 $14,692,533,249
A percentage of AUM, Other (12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS)
QUARRY HILL ADVISORS
550 Vandalia Street, Suite 311, Saint Paul, MN 55114
3 648 $194,119,275
A percentage of AUM, Hourly charges, Fixed fees
WINTER & ASSOCIATES, INC.
333 Grand Avenue, Suite 102, Saint Paul, MN 55102
4 434 $101,457,483
A percentage of AUM, Hourly charges

    List of Additional Advisors in Saint Paul, Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    345 Saint Peter St, Ste 1800, Saint Paul, MN  55102 651-215-8412
    757 Cleveland Avenue, Saint Paul, MN  55116 651-204-6774

      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?