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Find Top Financial Advisors in Brainerd, Minnesota

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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 Brainerd, Minnesota
Last Updated - 06-Aug-2022

Brainerd has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 6 non-vetted advisors in your local area. These financial advisors in Brainerd, Minnesota have an average of 7 years of experience.

NOTE: The list of financial advisors in Brainerd, 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 Brainerd, Minnesota.

Qualified Financial Advisors in Brainerd, Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jordan DeBoer
CFP®, AWMA®
CALIBRATION FINANCIAL
120 Central Ave N,
Ste A,
Milaca, MN 56353
7 Not Specified $0 Fee-Only

Information on Qualified Financial Advisors in Brainerd

Qualifications CRD# 6554740
Firm CRD# 304118
Series 65

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


Office Location 120 Central Ave N,
Ste A,
Milaca,
MN
56353
Phone Number 320-362-6002

I enjoy the opportunity to educate my clients about their financial picture from an objective perspective and provide an accountability partner to support them in establishing their goals and implementing solutions. I have achieved my CERTIFIED FINANCIAL PLANNER designation and have also earned my Accredited Wealth Management Advisor designation from the College for Financial Planning.

About Calibration Financial

As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals. Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.

Advisory Services Provided:

Financial Planning, Retirement Planning, Financial Planning for Businesses, Investment Advice & Management


List of Additional Advisors in Brainerd, Minnesota*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Allstate Personal Financial Representative: Gary Engelmann
Inquire with Allstate
317 Washington St, Brainerd, MN  56401 218-824-5005
Edward Jones
Inquire with Edward
406 Washington St West, Suite 3, Brainerd, MN  56401 218-828-3929
Edward Jones
Inquire with Edward
311 South 8th St, Brainerd, MN  56401 218-822-3313
Edward Jones
Inquire with Edward
314 W Laurel St, Brainerd, MN  56401 218-824-2285
Edward Jones
Inquire with Edward
314 W Laurel St, Brainerd, MN  56401 218-824-2285
Trista Giese, Washington National Agent
Inquire with Trista
9700 Wise Rd, Brainerd, MN  56401 407-949-8373
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    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?