Financial Advisors in Coon Rapids, Minnesota (Anoka County)

Dana Menard, CFP

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 and has seen first-hand the benefits Dan can work with you to achieve your goals so you can live the life you want to. If you are a small business owner, Dan specializes in working with small business owners and professionals. He can help you find the financial balance between your business finances and your personal finances. Or if you are ready for the next phase in your life, Dan can help you exit the business in the most efficient way possible. About Dan
A CFP® professional, Dan has been in the financial services industry for 20+ years. He worked at Ameriprise Financial for over 17 years. Over his career at Ameriprise, Dan held various positions, including financial advisor, product wholesaler, advisor trainer, advanced case analyst, and risk mitigator.
Dan also is an instructor for CFP® certification programs, other advanced designations, and conducts trainings and live sessions for industry leading financial firms, advisors, and employees.
Dan earned a BS in Business from Hamline University and a Master of Science in Financial Services degree from The American College. Currently a doctoral student at The American College, he is studying for a PhD in Financial Services.
Please feel free to contact Oak Financial Planning for a free consultation.... See More

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 our clients' best interests. Our fiduciary policy goes beyond legal obligations since our success comes from our ability to offer fair and unbiased advice on a fee only basis.We embrace and practice these values:Commitment to independence and objectivity.Leading-edge thinking, lifelong learning, and technical expertise.Aligning values with priorities and actions.Respectful and open communication, essential to lasting relationships.Integrity and commitment to promise management. Congruence between our words and our deeds.Team work and collaboration with your tax, estate, and insurance advisory team.Your best interests come first - our commitment as your fiduciary.
These values guide everything we do.Janet Stanzak, a CFP Practitioner with a Masters of Science in Financial Planning, has over 25 years of seasoned experience working with clients to develop financial planning and investment strategies tailored to specific client needs. Strategies are designed to take advantage of opportunities and minimize risks and threats to your financial well-being. We consider the possibilities, especially during life transitions, to determine those that are congruent with your values and objectives. Financial planning and analysis work is typically done on a project fee basis. Fees for ongoing portfolio managment and financial planning services are typically charged on a retainer or an assets under management fee schedule.... See More

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 experiencing a major life event such retirement, divorce, death of a family member, or job change. We specialize in retirement, investment, taxes, estate planning, and executive compensation programs.
By starting with your authentic goals, we design a personalized plan to help to get you there. Our job is to understand what success looks like on your terms. It is about more than a number in an account. It is about having the stability and resources to live the life-and leave the legacy-you really want. Our comprehensive, meticulously planned approach transforms lives. And if things change, we will evolve the plan along with your life.

... 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 relationships. It is important to know each and every client—their values, goals, families, passions, and pursuits. Other firms may claim similar goals but I actually deliver.... See More

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 lives through: Increased peace of mind Earlier and more comfortable retirement lifestyles The ability to explore the philanthropic goals that are most important to them A financial confidence which allows them to make career and lifestyle changes The funding of education for their children We look forward to the opportunity to speak with you about how we can make your financial life better.... See More

Ashley Murphy, AIF, CFP

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 means that I never get paid commissions and my clients receive unbiased, objective advice. I offer a variety of services, so that no matter what your life stage or net worth, I can help. I do not have minimums. I am based in Minneapolis, but I utilize technology to serve clients across the US and around the world. The financial plans that I develop with my clients are based on their goals and values and are easy to understand. I desire to help my clients view their financial decisions from an eternal perspective using Biblical principles. ... See More

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 credentials, our advisors deliver top-tier advice on all of your financial needs.
Since our founding in 2008, a major goal has been to continuously improve the service our clients receive. Whether through cutting edge performance reporting or the latest financial planning software, we are constantly finding ways to improve. In addition, we are among relatively few financial firms that have access to Dimensional (or DFA) Funds; investments that draw on the research of Nobel Prize winning economists.
We believe that the best advice is completely aligned with your objectives - without any conflicts of interest. Our services are best suited for those with $1 million or more to invest.
Stephen Dygos is the firm's NAPFA member. If you would like to learn more about us, please contact Stephen directly at , or call him at .... See More

Michael Helffrich, BS, CFP, M.Div., MBA
PFP Advisors, Inc., provides general financial planning advice for individuals and trusts. In addition to general planning questions, the company specializes in:
1. Qualified Plan and IRA Distribution Rules and Regulations
2. The financial portions of Estate Planning
3. Charitable Gift Planning... See More

Kimberly Schwichtenberg, CFP, CPA/PFS
At SilverOak, our goal is to improve the quality of our clients' lives by giving them peace of mind through a long-term trusted relationship.
We provide with competent financial advice measured by long-term successes. We will work with you, every step of the way, to enhance your life's achievements and empower your personal and business aspirations.
We are dedicated to guiding you through life's journey. Our philosophy is based on the "circle of life" - to bring the best of what has been into alignment with today's opportunities and to build a future of limitless possibilities.... See More

Edward Schrotenboer, CFP, MBA

Lauri Salverda, CDFA, CFA, CFP
We work with clients who value having a trusted partner in making significant life choices regarding their financial future. As a fiduciary and fee-only financial planner, we offer comprehensive financial planning and investment management services, independent of conflicts of interest.
We build lasting relationships based on trust and a complete understanding of your goals for the future. We ask our clients meaningful questions, listen carefully to your answers and develop specific solutions to meet your individual needs. We meet as needed to evaluate your plan and make adjustments to remain relevant and assist you in reaching your unique goals whatever they may be. Our goal is to create an open and comfortable atmosphere to work through any financial questions that may arise and to make it easy to execute your plan that we've created together.... See More

Joe Pitzl, CFP
We are an independent, fee-only financial planning and investment management firm, and we are everything Wall Street is not. Our firm offers a refreshing, collaborative spin on the financial planning process, coupled with an evidence-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. Our allegiance lies solely with you.
We believe that the fundamental purpose of financial planning is to help people make better and more consistent financial decisions. Money is best used in a manner that supports one's life, rather than being the driving force in the decision-making process.... See More

Thomas Alf, CDFA, CFP, CPA
Knowing what you want is easy – knowing how to get there is not. Clerestory Advisors offer you personalized advice on financial planning matters and investment management services. Our long term commitment to your financial goals means we clarify your risk tolerance, short and long term financial needs and personal money philosophy. By taking the time to educate you, we make sure you are comfortable and knowledgeable as we move forward with a financial plan and asset allocation tailored to your needs. We can assist you with: Financial Planning Retirement Planning Risk Management Cash Flow Planning Tax Planning Estate Planning Investment Management Ongoing Investment Management and Financial Planning Divorce Planning & Assistance... See More