Find Top Financial Advisors in Rochester, Minnesota

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.

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.

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.

Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving Wisconsin and Minnesota. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.

Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple - we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services designed to guide individuals and families through life's financial complexities. We use our comprehensive financial planning process, the Affiance Advantage^™, to help clients like you pursue your financial 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.