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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.
Saint Paul
has
5
WiserAdvisor vetted Financial Planners and Advisors 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
14
years of experience.
NOTE: The list of financial
advisors in
Saint Paul, 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
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 | Not Specified | $50,000 | Fee-Based |
| Joe Schwarz
CFA® SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 50 South Sixth Street, #1405, Minneapolis, MN 55402 |
24 | $57,000,000 | Not Specified | Fee-Based |
| Anthony Price
AIF® TOTAL WEALTH ADVISORS LLC 809 mainstreet, Hopkins, MN 55343 |
25 | Not Specified | Not Specified | Fee-Only |
| Pradeep Sukhani
LPL FINANCIAL Two Carlson Pkwy N, Suite 165, Plymouth, MN 55447 |
9 | Not Specified | Not Specified | Not Specified |
| Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, CLU®, ChFC® THRIVENT FINANCIAL 705 Bay Street Suite 2D, Chippewa Falls, WI 54729 |
6 | Not Specified | $50,000 | Fee-Based |
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.
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 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.
Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.
Qualifications
CRD# 2679257
Firm CRD# 164633
Series 55, 63, 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
809 mainstreet,
Hopkins,
MN
55343
Phone Number
612-817-3727
Tony has been in the investment business for 26 years, spending 22 years at Piper Jaffray as an equity trader and the most recent four years here at Total Wealth Advisors. While at Piper Jaffray, he was an institutional equity trader and ran the desk for five years. During that time, he spoke daily to other traders, analysts, and portfolio managers for some of the world's largest mutual funds and hedge funds. He was brought explicitly into our firm due to his experience and knowledge of financial markets. His specialties include retirement planning, portfolio management, and overall wealth management. He is a graduate of the University of Minnesota (economics), and while not studying the market, he can be found at the baseball field watching his two teenage sons play.
We have a solutions-oriented approach for 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 and 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.
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
Qualifications
CRD# 6021361
Firm CRD# 6413
Series 7, 66
Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets
Office Location
Two Carlson Pkwy N, Suite 165,
Plymouth,
MN
55447
Phone Number
763-257-9796
Pradeep lives in Minnetonka, a Minneapolis suburb with his wife, Geeta and their two kids. Pradeep is a pretty social person and is highly engaged with the community. He believes that serving has truly enriched his life. He loves to travel around the world to experience different cultures, languages, food and to make friends. He also likes to read, to play chess/tennis, to listen music and to watch movies. Pradeep brings 9 years of experience as a financial/wealth advisor. Prior to LPL Financial, Pradeep worked with Waddell & Reed Inc. Before becoming a financial advisor, he was a financial planning & analysis manager at the corporate level for Carlson Wagonlit. Prior to that, he worked as a financial analysis manager for Ecolab and as a senior engineer for Motorola. Pradeep has an MBA from University of MN (Carlson School) and a MS (Computer Engineering) from Wright State University, OH. He also has Series 7 and Series 66 licenses held with LPL Financial and is registered to sell securities in the states of Minnesota as well as several other states. He is also an insurance agent licensed in several states.
At LifeMAP Wealth Advisors, Pradeep Sukhani offers comprehensive financial services for clients. He believes his reputation thrives on a high-level of customer service and that when clients are truly confident in their financial plan, he has done his job. From seeking growth to planning for your family's future, Pradeep can assist you with your unique needs and financial goals. Whether you are a veteran of investing or are just starting to manage your portfolio, he can help you work towards your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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
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.
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
Top Financial Advisor Firms in Saint Paul, Minnesota (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| U.S. BANCORP INVESTMENTS, INC.
60 Livingston Avenue , Ep-Mn-Wn3c, Saint Paul, MN 55107 |
$14,692,533,249 | 56384 |
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 |
$194,119,275 | 648 |
A percentage of AUM Hourly charges Fixed fees |
| WINTER & ASSOCIATES, INC.
333 Grand Avenue , Suite 102, Saint Paul, MN 55102 |
$101,457,483 | 434 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Jim Mattson Inquire with Jim |
345 Saint Peter St, Ste 1800, Saint Paul, MN 55102 | 651-215-8412 |
| Edward Jones Inquire with Edward |
757 Cleveland Avenue, Saint Paul, MN 55116 | 651-204-6774 |
Grow your AUM with pre-qualified leads!
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.
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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?
