Saint Paul, the state capital of Minnesota, is one of its twin cities. The other twin city is Minneapolis. The Minneapolis-Saint Paul metropolitan area is the third largest in the midwest with a population of about 3.7 million. The cost of living is 5% higher in Saint Paul compared to the national average, so finding the right financial advisor that meets your needs is important to make the most of your finances. There are over 3,000 financial advisors to choose from in the Minneapolis-Saint Paul metropolitan area, and you may find it difficult to decide who would be the right fit for your financial needs. You may want to use the services of a company like ours that can match you to 2 to 3 financial advisors that have already been screened for experience and hold clean records. The vetted advisors are also listed below for you to choose from.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Saint Paul, Minnesota.
Saint Paul
has
8
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
10
non-vetted advisors in your local area. These financial advisors in
Saint Paul, Minnesota
have an average of
12
years of experience.
NOTE: The list of financial
advisors in
Saint Paul, 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
Saint Paul, Minnesota.
Qualified Financial Advisors in Saint Paul, Minnesota | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
John Severy-Hoven
CFP®, MBA ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Suite 213, Saint Paul, MN 55104 |
6 | Not Specified | $50,000 | Fee-Based |
Tyler Schelhaas
CFP® VECTOR WEALTH MANAGEMENT 43 Main Street SE, Suite 236, Minneapolis, MN 55414 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Peter Fleming
CFP®, ChFC® EDELMAN FINANCIAL ENGINES, LLC 1960 Donegal Drive Suite 40, Woodbury, MN 55125 |
6 | Not Specified | Not Specified | Fee-Based |
Joe Schwarz
Chartered Financial Analyst (CFA) SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 50 South Sixth Street, #1405, Minneapolis, MN 55402 |
24 | $57,000,000 | Not Specified | Fee-Based |
Wealth Enhancement Advisory Services
WEALTH ENHANCEMENT GROUP 505 N. Highway 169, Suite 900, Plymouth, MN 55441 |
20 | Not Specified | Not Specified | Not Specified |
Pradeep Sukhani
LPL FINANCIAL Two Carlson Pkwy N, Suite 165, Plymouth, MN 55447 |
9 | Not Specified | Not Specified | Not Specified |
Amanda Cooney
EVERGREEN FINANCIAL GROUP 3161 Fernbrook Lane, Plymouth, MN 55447 |
18 | Not Specified | $100,000 | Not Specified |
Peter Fleming
CFP®, ChFC® EDELMAN FINANCIAL ENGINES, LLC 9483 Garland Lane, Maple Grove, MN 55311 |
6 | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based
Office Location
1595 Selby Avenue,
Suite 213,
Saint Paul,
MN
55104
Phone Number
651-442-0465
John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. 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.
As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.
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
Firm CRD# 152667
Compensation/Fee Fee-Based
Office Location
43 Main Street SE,
Suite 236,
Minneapolis,
MN
55414
Phone Number
612-378-7560
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.
Qualifications
CRD# 6491578
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
1960 Donegal Drive Suite 40,
Woodbury,
MN
55125
Phone Number
952-283-7453
Happily married for 19 years to my wife, Mlada. We have one daughter, Elisabeth, a junior in high school. It is my passion to help my clients retire on time and meet their financial goals. In my spare time, I enjoy quiet walks in nature, reading, yoga, and Pilates.
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.
Qualifications
CRD# 147384
Firm CRD# 147384
Series 63
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
50 South Sixth Street,
#1405,
Minneapolis,
MN
55402
Phone Number
612-355-4365
Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With nearly 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time, they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active with Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.
Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.
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.
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# 6021361
Firm CRD# 6413
Series 7, 66
Compensation/Fee Based on Assets, Commissions, Flat Fee, Hourly
Office Location
Two Carlson Pkwy N, Suite 165,
Plymouth,
MN
55447
Phone Number
763-257-9796
Pradeep lives in Minnetonka, a Minneapolis suburb with his wife, Geeta and their two kids. Pradeep is a pretty social person and is highly engaged with the community. He believes that serving has truly enriched his life. He loves to travel around the world to experience different cultures, languages, food and to make friends. He also likes to read, to play chess/tennis, to listen music and to watch movies. Pradeep brings 9 years of experience as a financial/wealth advisor. Prior to LPL Financial, Pradeep worked with Waddell & Reed Inc. Before becoming a financial advisor, he was a financial planning & analysis manager at the corporate level for Carlson Wagonlit. Prior to that, he worked as a financial analysis manager for Ecolab and as a senior engineer for Motorola. Pradeep has an MBA from University of MN (Carlson School) and a MS (Computer Engineering) from Wright State University, OH. He also has Series 7 and Series 66 licenses held with LPL Financial and is registered to sell securities in the states of Minnesota as well as several other states. He is also an insurance agent licensed in several states.
At LifeMAP Wealth Advisors, Pradeep Sukhani offers comprehensive financial services for clients. He believes his reputation thrives on a high-level of customer service and that when clients are truly confident in their financial plan, he has done his job. From seeking growth to planning for your family's future, Pradeep can assist you with your unique needs and financial goals. Whether you are a veteran of investing or are just starting to manage your portfolio, he can help you work towards your financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4863387
Firm CRD# 13609
Series 7, 63, 65
Compensation/Fee Commissions, Based on Assets
Office Location
3161 Fernbrook Lane,
Plymouth,
MN
55447
Phone Number
612-339-5352
Amanda has been with Evergreen Financial Group since 2004. She received her Bachelor of Science degree in Marketing from St. Cloud State University in 2003. She is securities licensed as a Registered Assistant with Berthel Fisher & Co. Financial Services, Inc., and holds her Series 7 and 63 and 65 licenses.
She enjoys volunteering at her childrens school each week and being a member of the PTA. She is also a member of the Rogers Otsego Dayton Women of Today organization.
Series "7" License- National license to conduct business in stocks, bonds, mutual funds, etc. Series "63" License- State license to conduct business in stocks, bonds, mutual funds, etc. Series "65" License- Investment Advisor Representative license Recognized by the State of Minnesota as a Investment Advisor Representative
Over 16 years experience in financial planning and money management
Insurance licensed
The best way to find out about what we do is to make an appointment. The appointment is complimentary; the advice is priceless. Evergreen Financial Group -Dedicated to building close and lasting financial counseling relationships with each and every client. -Personal involvement with each client from the initial planning stages to annual reviews. -All the necessary resources and administrative capabilities to provide ongoing support to clients. -Experienced staff and state-of-the-art hardware/software systems to deliver the quality support you desire. -Personal attention that you need and deserve, with the backing of one of the nation's leading independent broker-dealers.
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, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 6491578
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
9483 Garland Lane,
Maple Grove,
MN
55311
Phone Number
952-283-7453
Happily married for 19 years to my wife, Mlada. We have one daughter, Elisabeth, a junior in high school. It is my passion to help my clients retire on time and meet their financial goals. In my spare time, I enjoy quiet walks in nature, reading, yoga, and Pilates.
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.
Top Financial Advisor Firms in Saint Paul, Minnesota (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
U.S. Bancorp Investments, Inc.
60 Livingston Avenue , Ep-Mn-Wn3c, Saint Paul, MN 55107 |
$14,692,533,249 | 56384 |
A percentage of AUM Other (12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS) |
Quarry Hill Advisors
550 Vandalia Street , Suite 311, Saint Paul, MN 55114 |
$194,119,275 | 648 |
A percentage of AUM Fixed fees |
Winter & Associates, Inc.
333 Grand Avenue , Suite 102, Saint Paul, MN 55102 |
$101,457,483 | 434 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Jim Mattson Inquire with Jim |
345 Saint Peter St, Ste 1800, Saint Paul, MN 55102 | 651-215-8412 |
The Mueller Wealth Management Group Inquire with Mueller |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-298-1609 |
Andrew Joseph Vincelli, CFP Inquire with Andrew |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-298-1607 |
Bacigalupo Wealth Management Inquire with Bacigalupo |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-298-1644 |
Legacy Wealth Management Inquire with Legacy |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-229-6033 |
Keith Stein, CFP Inquire with Keith |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-298-1692 |
Bruce Blount Vincelli Wealth Management Inquire with Bruce |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-298-1693 |
Ryan Donald Betz Inquire with Ryan |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-298-1641 |
Connelly Family Wealth Management Inquire with Connelly |
444 Cedar Street, Suite 2200, Saint Paul, MN 55101 | 651-229-6070 |
Edward Jones Inquire with Edward |
757 Cleveland Avenue, Saint Paul, MN 55116 | 651-204-6774 |
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?