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Financial Advisors in Minnesota

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Champlin and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients identify their specific life goa... See More

Highlights: Debt Management, Women's Issues, Passive Investment Strategies, NAPFA Member, Professional Wealth Management, Business Planning, Advisory And Investment Management, Rollover Of 401k Or IRA, Investment Services, Disability Income & Long Term Care Insurance, Retirement Distribution Plan, Fee-Only, Retirement Income Planning, Retirement Planning, Independent Investment Advisor, Investment Consulting, Middle Income, Fee Only, 401k Rollover, Wealth Management
Legacybuilders
Hastings, MN

I can help get you the best info on your retirement and savings questions. Whether you go through me or not, I hope I can help.I can say with certainty that what I deal with is guarantees in knowing how to get the most in your retirement without deal... See More

Highlights: Investment Advisory, College Planning, Sustainability, Business Planning, Investment Advice, 403B Plans, Business Owners, Specialize In Retirement Planning And Retirement Distribution, Investment Management, Annuities & Life Insurance, Retirement Planning., Retirement Income Planning, Family Financial Planning, Professional Wealth Management, Income Tax Planning, Annuities, Financial Planning Advice And Services, Infinite Banking, Retirement Scenario Planning, Bank On Yourself

Johnson Capital Management, LLC is a Minnesota-based Financial Advisor and Investment Management firm. Your advisor will work with you to create a portfolio and help manage your investments to best meet your goals set out in your financial plan. Lear... See More

Highlights: Professional Wealth Management, Investment Advisory, Investment Planning, Financial Advisor, Rollovers, Income Tax Planning, Retirement Scenario Planning, Roth IRA, Charitable Planning, Job Transition Coaching, Specialize In Retirement Planning And Retirement Distribution, Retirement Planning., Retirement Distribution Plan, Fiduciary, Asset Protection, 401k Rollover, Investment Services, Fee-Only, Investment Management, Independent Investment Advisor
Caroline Emswiler, CFP
Eden Prairie, MN

We help successful professionals build and manage wealth for retirement. As an independent financial advisory firm, we work with a large selection of investment and insurance companies and are able to find solutions that are the best fit for our clie... See More

Highlights: Wealth Management, Sustainability, Retirement Planning, Annuities & Life Insurance, Disability Income & Long Term Care Insurance, IRA, Equity Compensation Planning, Independent Investment Advisor, CFP ®, Comprehensive Financial Planning, Retirement Distribution Plan, Certified Financial Planner
Financial Designs, Inc.
Minneapolis, MN

Laurie Laner, CFP
Financial Designs works with clients as their trusted partner for creating more of life's peaks and smoothing out the valleys. We collaborate with each client to design and actualize your best life.
The majority of our clients are... See More

Ben Wacek, CFP
Hi, I'm Ben! Here at Wacek Financial Planning I help my clients steward their resources in a meaningful way for an affordable price. Below is a quick introduction to my company. I am a fee-only, Certified Financial Planner. This me... See More

Financial Empowerment, LLC
Minneapolis, MN

Janet Stanzak, CFP, MS
Fulfilling lives through clarity and confidence. Clarity about choices results in confidence making financial decisions. Financial Empowerment is a Registered Investment Advisor which means we are required by law to act in ou... See More

Christopher Revak, CPA/PFS
WHAT MAKES ME DIFFERENT?My goal is simple - to make the world better one client at a time. There are no aspirations to be the largest planning firm in the world but instead have a limited number of highly personal client re... See More

Areté Wealth Strategists
Minneapolis, MN

Ashley Murphy, AIF, CFP

Schwarz Dygos Wheeler IA
Minneapolis, MN

Stephen Dygos, CFP, CPWA
At Schwarz Dygos Wheeler, we have taken great care to ensure you have a tremendous amount of experience and expertise working for you. With a minimum of over 14 years of experience in financial services and industry-leading c... See More

Robert Steffen & Associates
Minneapolis, MN

Robert Steffen, BS, CFP
Robert Steffen & Associates has been providing comprehensive, fee-only financial planning services for over 20 year. It has been our privilege to see how proper financial planning has improved the quality of our client's live... See More

Rekow Management, LLC
Montevideo, MN

Mark Rekow

Dan Hiebert, CFP, MSFS
Oak Financial Planning was founded by Dan Hiebert. Dan has spent his career working with individuals and professionals providing financial advice they need to live a better life. Dan believes in comprehensive financial planning... See More

Dana Menard, CFP

Superior Financial, LLC
Rochester, MN

Peter Melsness, CFP
My Philosophy I do not sell investments or insurance. Instead, I provide ongoing financial planning and investment advice to help my clients clarify and then work towards achieving their most important life goals.
About Superior ... See More

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