WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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.
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 Saint Paul, Minnesota | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Alex Reader Edelman Financial Engines, LLC |
1960 Donegal Drive Suite 40, Woodbury, MN 55125 |
(651) 714-9505 |
| John Severy-Hoven, CFP®, MBA Oracle Financial Planners LLC |
1595 Selby Avenue, Saint Paul, MN 55104 |
(651) 442-0465 |
| Robert Lawson Vector Wealth Management |
43 Main Street SE, Minneapolis, MN 55414 |
(612) 378-7560 |
| Tony Price Total Wealth Advisors |
80 South 8th Street Suite 4900, Minneapolis, MN 55402 |
(612) 294-9208 |
| Joe Schwarz SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC |
50 South Sixth Street, Minneapolis, MN 55402 |
(612) 355-4365 |
| 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 3157 Superior Dr NW, Rochester, MN 55901 |
(763) 494-8889 |
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.
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# 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.
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
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
Wealth management has gotten complex. We have a unique process to make it simple.
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.
Office Location
80 South 8th Street Suite 4900,
Minneapolis,
MN 55402
Phone Number
(612) 2949208
Tony began his investment career with Piper Jaffray 22 years ago. While at Piper Jaffray, Tony held a variety of positions where he became the Managing Director of Equity Trading and was the Head of Equity Trading in 2012. As the Head of Equity Trading, his responsibilities included, managing equity risk, monitoring and managing capital commitments, and monitoring equity trader's profit and loss statements, all while helping sophisticated investors make investment decisions and navigating institutional trading desks. Through this experience, he has gained a keen understanding of the financial markets and the nuances on institutional trading. As a Senior Wealth Advisor, Tony uses his past experience along with his education to help guide individual investors, families and small business owners through retirement planning, financial planning, tax planning, and estate planning. Tony continues to volunteer in the community by coaching youth sports, specifically Little League baseball. Tony is married with two children and resides in Shoreview. He has his B.A. in Economics from the University of Minnesota.
As a fiduciary, fee-only, Registered Investment Advisory Firm, we offer objective advice, not products. We have a solutions- oriented approach for a client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients an edge in an increasingly complex world. At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, ours is to focus on your total financial well being. At Total Wealth Advisors, we work with individuals, families, small business owners, and foundations to provide financial planning and investment management strategies
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.
Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.
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.
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
Office Location
3157 Superior Dr NW,
Rochester,MN 55901
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.
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 Saint Paul, Minnesota | |
| Financial Dimensions Group, Inc. | Arden Hills, MN |
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