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Find Top Financial Advisors in Mankato, 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 Mankato, Minnesota
Last Updated - 09-Aug-2022

Mankato has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 14 non-vetted advisors in your local area. These financial advisors in Mankato, Minnesota have an average of 18 years of experience.

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

Qualified Financial Advisors in Mankato, Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
Wealth Enhancement Advisory Services
WEALTH ENHANCEMENT GROUP
505 N. Highway 169,
Suite 900,
Plymouth, MN 55441
20 Not Specified Not Specified Not Specified
Jon Hemmesch
EDELMAN FINANCIAL ENGINES, LLC
9483 Garland Lane,
Maple Grove, MN 55311
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Mankato

Office Location 505 N. Highway 169,
Suite 900,
Plymouth,
MN
55441
Phone Number 888-236-9777

Corporate History / Background Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born. This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest. Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.

About Wealth Enhancement Group

At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth. With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance and estate planning. You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control. Offices in Minnesota: Alexandria, MN 303 22nd Ave. W., Suite 200, Alexandria, MN 56308 Arden Hills, MN 3900 Northwoods Dr., Suite 340, Arden Hills, MN 55112 Brainerd, MN 14275 Golf Course Rd., Suite 150, Baxter, MN 56425 Burnsville, MN 350 W. Burnsville Pkwy, Suite 600, Burnsville, MN 55337 Eden Prairie, MN 775 Prairie Center Drive, Suite 380, Eden Prairie, MN 55344 Mankato, MN 810 Madison Ave., Suite 600, Mankato, MN 56001 Plymouth, MN 505 N. Highway 169, Suite 900, Plymouth, MN 55441 Rochester, MN 975 34th Ave NW, Suite 250, Rochester, MN 55901 St. Cloud, MN 2351 Connecticut Ave., Suite 310, Sartell, MN 56377 Woodbury, MN 576 Bielenberg Drive, Suite 120, Woodbury, MN 55125

Advisory Services Provided:

Retirement Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 4408928
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 9483 Garland Lane,
Maple Grove,
MN
55311
Phone Number 763-265-3979

I've been married to my wife, Julie, since 2005, and we live in Maple Grove with our two children, Brooklyn and Jake. I love to collaborate with my clients to help them identify and understand what they're planning for, and ultimately, help them achieve their goals. When I'm not at work, I love to spend time with my family and friends, and there's a good chance you'll find me on the golf course, at the rink, or at a baseball field.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


List of Additional Advisors in Mankato, Minnesota*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Mary P Thoen
Inquire with Mary
1930 Premier Dr, Mankato, MN  56001 507-625-9050
Dennis Paul
Inquire with Dennis
1930 Premier Dr, Mankato, MN  56001 507-625-9050
Jim Lewis
Inquire with Jim
1930 Premier Dr, Mankato, MN  56001 507-625-9050
Midwest Financial Services Inc.
Inquire with Midwest
1704 N. Riverfront Dr, Suite 104, Mankato, MN  56001 507-345-7591
Erstad Financial
Inquire with Erstad
931 Madison Avenue, Suite 201, Mankato, MN  56001 507-720-6560
Mountain Financial Group, LLC
Inquire with Mountain
931 Madison Ave., Ste 1, Mankato, MN  56001 507-387-4262
Anthony James
Inquire with Anthony
1930 Premier Dr, Mankato, MN  56001 507-625-9050
Edward Jones
Inquire with Edward
1765 Bassett Drive, Mankato, MN  56001 507-625-5696
Edward Jones
Inquire with Edward
1400 S Riverfront Dr, Suite 100, Mankato, MN  56001 507-385-0305
Edward Jones
Inquire with Edward
1976 Excel Drive, Suite 100, Mankato, MN  56001 507-385-1331
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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?