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Find Top Financial Advisors in Grand Forks, North Dakota

Grand Forks, the third most populous city in the state of North Dakota, has an estimated population of over 58,400 residents. With a cost of living 6% lower than the state average, it can be important for residents to understand the significance of connecting with an experienced and certified advisor to discover high-growth financial opportunities in this state. Whether you're looking to save for retirement, create a financial budget, or invest in the stock market, having a financial strategy in place can help you achieve long-term financial success. This is where using the services of a financial advisor can be beneficial. Grand Forks residents can utilize WiserAdvisor's directory to find a vetted financial advisor and advisory firm around their area. An advisor can provide various financial services including financial planning, investment management, wealth management, retirement planning, estate planning, and more. Additionally, our free match tool can connect you with vetted financial advisors in and near Grand Forks, North Dakota.

Finding the Top Financial Advisor in Grand Forks, North Dakota

Last Updated - November 26, 2023

Grand Forks has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 20 non-vetted advisors in your local area. These financial advisors in Grand Forks, North Dakota have an average of 31 years of experience.

NOTE: The list of vetted financial advisors in Grand Forks, North Dakota 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 Grand Forks, North Dakota.

Qualified Financial Advisors in Grand Forks, North Dakota

Financial Advisor Experience AUM Minimum Assets Fee Structure
Rod Schauer
3211 Fiechtner Dr,
Suite 6,
Fargo, ND 58103
31 Years $0 $50,000 Fee-Based

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Information on Qualified Financial Advisors in Grand Forks, North Dakota

Qualifications CRD# 6023553
Firm CRD# 166876
Series 65

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

Office Location 3211 Fiechtner Dr,
Suite 6,
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 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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
322 Demers Avenue, Suite 402, Grand Forks, ND 58201
1 382 $187,163,074
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Grand Forks, North Dakota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    3425 S Washington St, Ste A, Grand Forks, ND  58201 701-746-5429
    3425 S Washington St, Ste A, Grand Forks, ND  58201 701-746-5429
    3425 S Washington St, Ste A, Grand Forks, ND  58201 701-746-5429
    3105 South Washington, Ste A, Grand Forks, ND  58201 701-795-7680
    3105 South Washington, Ste A, Grand Forks, ND  58201 701-795-7680
    117 North Washington Street, Grand Forks, ND  58203 701-775-7824
    2860 10th Ave North, Ste 300, Grand Forks, ND  58203 701-772-1078
    117 North Washington Street, Grand Forks, ND  58203 701-775-7824
    2830 S Columbia Rd, Ste B, Grand Forks, ND  58201 701-772-1153
    4700 S Washington St, Suite A, Grand Forks, ND  58201 701-772-9243

      Select other cities around Grand Forks, North Dakota to broaden your search for a financial advisor

      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 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?

      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.