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Find Top Financial Advisors in River Falls, Wisconsin

How To Find Trusted Financial Advisors in River Falls, Wisconsin

Qualified Financial Advisors in River Falls, Wisconsin

VETTED
Financial Advisor
Lance HuebnerCFP®GFC Planning724 Bielenberg Dr.Woodbury, MN 55125
Experience12 Years
AUM$100,000,000
Minimum Assets$0
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC
539 Bielenberg DrWoodbury, MN 55125
10900 Wayzata BoulevardMinnetonka, MN 55305
206 Broadway Avenue S, Suite 460Rochester, MN 55904
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Savant Wealth Management2250 Town Square Tower, 445 Minnesota St.St. Paul, MN 55101
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Vector Wealth Management43 Main Street SEMinneapolis, MN 55414
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Steven FarrellPPC, CMFC®Lpl2774 Commerce Drive NWRochester, MN 55901
Experience34 Years
AUM$115,000,000
Minimum Assets$100,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in River Falls, Wisconsin

Lance Huebner
VETTED
Lance HuebnerCFP®
GFC Planning
About Lance Huebner
Lance Huebner is Founder & Principal Advisor at GFC Planning.

He is a CERTIFIED FINANCIAL PLANNER® professional with 15 years of experience in financial planning, investment management, and client service. Prior to GFC Planning, Lance spent over a decade as a financial advisor at Morgan Stanley.

Lance discovered early on that money could work for people, not just be earned and spent. As a child, his father showed him how interest on a savings account allowed his money to grow.

"It felt like magic."

He later realized that what he found most exciting and empowering, many others found overwhelming and confusing. People who had worked hard their entire lives were unsure if they were making the right financial decisions.

That was the spark that ignited his desire to follow in his mother's footsteps as a financial advisor; helping people gain clarity and confidence about their financial future and make the most of their money.

Lance and his high school sweetheart, Amy, have been married for nearly 20 years. Together they're raising two daughters, along with two dogs that keep their home lively.

He is also a United States Army combat veteran who served in Iraq in 2005, earning a Purple Heart for injuries sustained in battle and an Army Commendation Medal for meritorious service. Lance is an alumnus of the University of Minnesota.
About GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress, and empowering you to make clear and smart decisions to pursue your goals.

We believe real financial advice goes beyond numbers, it's about helping people live with purpose, security, and peace of mind. Whether you're planning for retirement, managing a major life transition, or seeking a more transparent and personalized approach to investing, we're here for you.

The name "GFC" stands for God, Family, and Community, a quiet reflection of our foundational purpose. We strive to embody these values by delivering high-quality work, doing the right thing, treating everyone with respect, and giving generously where we can.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
724 Bielenberg Dr.,Ste 102,Woodbury,MN 55125
Phone Number
651-309-3500
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets, Fee-Based
Savant Wealth Management
VETTED
Savant Wealth Management
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
2250 Town Square Tower, 445 Minnesota St.,St. Paul,MN 55101
Phone Number
651-233-1100
Vector Wealth Management
VETTED
Vector Wealth Management
About Vector Wealth Management
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.
Advisory Services Provided
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based
Office Location
43 Main Street SE,Suite 236,Minneapolis,MN 55414
Phone Number
612-378-7560
Steven Farrell
VETTED
Steven FarrellPPC, CMFC®
Lpl
About Steven Farrell
Steve Farrell is the Owner/President of Prinvest Advisors. Along with himself, there are 4 other Financial Advisors and 2 staff members to serve clients now and in the future. As a Wealth Advisor, Steve's mission is to help people get more out of their money and take some of the guesswork out of investing and to help manage financial risks.

Steve started his career as a Financial Consultant in August of 1992 after graduating from Winona State University with a BS degree. He has always had the desire to help people attain their financial goals such as retirement, college funding and insurance. Steve has his Series 7 and Series 66 Securities Licenses along with a Life & Health Insurance License. He has continued his education and credentials by earning the Chartered Mutual Fund Counselor (CMFC®) and the Professional Plan Consultant (PPC) designations. The CMFC® designation encompasses all aspects of mutual funds and their uses as investment vehicles. The PPC designation signifies a commitment to education and service excellence in the qualified plan industry (401k's).

Steve and his wife, Caroline, currently reside in Pine Island, MN with their golden retrievers Lacey and new puppy Remi. They are proud parents of 3 grown children and 6 grandchildren. They love spending time with family and friends, especially at their lake cabin. Steve has always had a love of sports whether that is playing or watching. Some may say he is very competitive! Whether it is friends, family or clients Steve wants what's best for them and will strive to help in any way possible for them to achieve their goals.
About Lpl
We are a group of LPL Financial Advisors that are dedicated to helping clients pursue their financial goals & objectives. Prinvest Advisors was formed by Levi Befort & Steve Farrell with the clear purpose of bringing clarity & confidence to our clients lives by focusing in on their financial situations. By joining forces with other associates, we are able to offer you the breadth of knowledge gleaned from our combined experience of 75 years!

We recognize that everyone's financial situation is unique and we believe that a strong, personalized relationship drives the foundation for creating comprehensive financial plans based on your goals, your time frame and your tolerance to risk. We pride ourselves on developing life-long relationships with our clients & families while striving to provide them with the highest levels of service & support. We will be there to help you each step of the way in the pursuit of your personal financial goals.
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
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
2774 Commerce Drive NW,Suite A,Rochester,MN 55901
Phone Number
507-535-3542

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