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Find Top Financial Advisors in Fargo, North Dakota

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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 Fargo, North Dakota
Last Updated - 27-Jun-2022

Fargo has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 47 non-vetted advisors in your local area. These financial advisors in Fargo, North Dakota have an average of 21 years of experience.

NOTE: The list of financial advisors in Fargo, North Dakota 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 Fargo, North Dakota.

Qualified Financial Advisors in Fargo, North Dakota
Financial Advisor Experience AUM Minimum Assets Fee Structure
Rod Schauer
ChFC®, Chartered Financial Consultant
COMPLETE INVESTMENT ADVISORY LLC
3211 Fiechtner Dr,
Suite 6,
Fargo, ND 58103
31 NA 50,000 Fee-Based
Chris Siverson
MBA
LPL FINANCIAL
3050 Sienna Drive South Suite 100,
Fargo, ND 58104
12 $1,421,770 $50000 Fee-Based

Information on Qualified Financial Advisors in Fargo

Qualifications CRD# 6023553
Firm CRD# 166876
Series 65

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


Office Location 3211 Fiechtner Dr,
Suite 6,
Fargo,
ND
58103
Phone Number 701-277-9392

Financial Planning, income tax planning, investment management, tax efficient investment management, as well as all areas of financial guidance.

About Complete Investment Advisory LLC

Complete Investment Advisory is a fee based Investment Advisory firm dedicated to helping clients invest without the concerns of commissions getting in the way of sound advice with the focus on your future not our current commission. We help clients design a future that fits their risk tolerance and rate of return needed to accomplish their goals. We have a Chartered Financial Consultant on staff to help you plan your future using sound financial principal for your life and the life of your money beyond you.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications CRD# 4996577
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 3050 Sienna Drive South Suite 100,
Fargo,
ND
58104
Phone Number 701-282-3100

After graduating with a Business degree from Concordia College in 2003 and then receiving a Master of Business Administration in 2006, I began a career in Wealth Management. I could not have asked for a more rewarding career. Each day, I have the opportunity to help people make sound financial decisions. I hold my Series 7 and 66 registrations with LPL Financial, as well as my Life Insurance license. I have a wonderful wife, Heather, who I have been married to since 2012. We were blessed with our son Grayson, who was born in 2016. Our 2 dogs Lexi and Lena round out the family and help keep things exciting. As a family, we love to travel and spend time with loved ones.

About LPL Financial

The hustle and bustle of daily life often leaves little time to plan too far into the future. When you partner with us, we'll create a plan to help work towards your financial hopes, goals and dreams - from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we'll help build your future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Estate Planning & Trusts, Insurance Products & Annuities


Top Financial Advisor Firms in Fargo, North Dakota (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Eide Bailly Advisors, Llc
4310 17th Ave. S,
Fargo, ND 58103
$1,032,662,818 2252 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR/REFERRAL FEES)
Rpm Advisors, Llc
1133-D Harwood Drive S.,
Fargo, ND 58104
$224,619,767 19 A percentage of AUM
Fixed fees
Classic Asset Management, Llc
1220 28th Avenue North,
Fargo, ND 58102
$179,713,000 1817 A percentage of AUM
Hourly charges
Fixed fees
Wealth Forward, Llc
2632 47th St S. , Suite 107,
Fargo, ND 58104
$170,019,160 953 A percentage of AUM
Hourly charges
Fixed fees
LIGHT FINANCIAL SERVICES, INC.
1220 MAIN AVENUE , SUITE 225,
FARGO, ND 58103
$110,530,164 1380 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Fargo, North Dakota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ben Ankrum
    Inquire with Ben
    3350 13th Ave S, Ste G, Fargo, ND  58103 701-476-1215
    Angie McCarthy
    Inquire with Angie
    4160 24th Ave S, Ste 100, Fargo, ND  58104 701-364-5640
    Ed Ankrum & Associates
    Inquire with Ed
    3350 13th Ave S, Ste G, Fargo, ND  58103 701-476-1215
    Ed Ankrum
    Inquire with Ed
    3350 13th Ave S, Ste G, Fargo, ND  58103 701-476-1215
    Dennis Draeger
    Inquire with Dennis
    2300 13th Ave S, Ste B, Fargo, ND  58103 701-232-8886
    Michael Linster
    Inquire with Michael
    2300 13th Ave S, Ste B, Fargo, ND  58103 701-232-8886
    Mark R Bierdeman
    Inquire with Mark
    4610 Amber Valley Pkwy S, Fargo, ND  58104 701-282-5515
    Teri L Verduyn
    Inquire with Teri
    3523 45th St S, Ste 100, Fargo, ND  58104 701-433-0556
    Paul C Brenk
    Inquire with Paul
    4160 24th Ave S, Ste 100, Fargo, ND  58104 701-364-5640
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    2000 44th St South, Ste 402, Fargo, ND  58103 701-492-2400
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      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?