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Find Top Financial Advisors in Bloomington, Minnesota
Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Bloomington, Minnesota, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.
How To Find Trusted Financial Advisors in Bloomington, Minnesota
Minnesota has 10 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Minnesota have an average of 22 years of experience.
NOTE: The list of vetted financial advisors in Minnesota 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 Minnesota.
Qualified Financial Advisors in Bloomington, Minnesota
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 16 Years | $34,000,000 | $10,000 | Fee-Based | |
| 22 Years | $35,000,000 | $50,000 | Fee-Based | |
| N/A | $500,000,000 | $500,000 | Fee-Based | |
| 18 Years | Not Specified | $50,000 | Not Specified | |
| N/A | $1,000,000,000 | Not Specified | Fee-Based | |
Edelman Financial Engines, LLC539 Bielenberg DrWoodbury, MN 55125 10900 Wayzata BoulevardMinnetonka, MN 55305 | N/A | $0 | Not Specified | Fee-Only |
| N/A | $0 | Not Specified | Fee-Only | |
| N/A | Not Specified | $500,000 | Fee-Based | |
| N/A | $0 | Not Specified | Fee-Based |
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Information on Qualified Financial Advisors in Bloomington, Minnesota

With over 15 years of experience in the financial industry I bring a robust blend of fresh perspective and real-world expertise. This enables me to navigate complex market conditions and provide practical, effective solutions.
By choosing me as your LPL Financial Advisor, you can be confident that you'll have a dedicated professional who is always available to address your needs and guide you toward a confident financial future.
*Licensed in MN, IA, FL, TX, and WA
*Securities licenses held through LPL Financial
*Minnesota Life and Health
*Variable Annuities
Focused on:
*Finding solutions that work for clients
*Creating comprehensive retirement strategies
*Managing risk in retirement planning
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

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.

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.
When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.
Trust is the bedrock of the work at Fiat Wealth Management.

Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.

Affiance Financial has been providing financial planning and investment management services to clients for over 25 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.

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 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — 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.



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.
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Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

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