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Find Top Financial Advisors in Saint Paul, Minnesota

Saint Paul, Minnesota, part of the larger Minneapolis-Saint Paul metropolitan area, is a key business hub in the Midwest. It has strong industries in manufacturing, healthcare, education, and technology. The city offers access to top healthcare and education, and is home to a thriving business sector, making Saint Paul an excellent place to build and manage wealth. However, retirees may be impacted since the state partially taxes Social Security benefits. Due to the city's complex financial landscape, it is advised to seek the guidance of a certified financial planner in St. Paul to attain long-term financial success.

With over 3000+ financial advisors to choose from, finding the right financial advisor in Saint Paul to meet your specific needs can prove to be a difficult task. WiserAdvisor simplifies the process by matching you with 2-3 vetted advisors who could help you meet your specific financial goals. The service is free, and you have no obligation to hire. Whether you need a financial advisor for retirement planning in St. Paul or a financial planner in Saint Paul, MN, our trusted advisors can offer personalized plans tailored to your needs.

For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Every financial planner in St. Paul in our network is thoroughly vetted for experience and maintains clean records with FINRA and SEC. Let us help you find a trusted financial planner in St. Paul, MN, who understands your financial situation and can help you build, protect, and grow your wealth for long-term financial success.

How To Find Trusted Financial Advisors in Saint Paul, Minnesota

Minnesota has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Minnesota have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Minnesota mentioned below does 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 Minnesota.

Qualified Financial Advisors in Saint Paul, Minnesota

VETTED
Financial Advisor
Shaun MarlineEdelman Financial Engines, LLC - tariktest11 East Superior StreetDuluth, MN 55802
Experience18 Years
AUMNot Specified
Minimum Assets$50,000
Fee StructureNot Specified
Financial Advisor
Edelman Financial Engines LLCEdelman Financial Engines LLC206 Broadway Avenue S, Suite 460Rochester, MN 55904
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Ty BernickeCFP®1625 Radio Drive, Suite 110Woodbury, MN 55125
Experience27 Years
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Saint Paul, Minnesota

Shaun Marline
VETTED
Shaun Marline
Edelman Financial Engines, LLC - tariktest
About Edelman Financial Engines, LLC - tariktest
Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies.

Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.
Advisory Services Provided
Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services
Qualifications
CRD# 4645930Firm CRD# 6413
Compensation/Fee
Office Location
11 East Superior Street,Suite 532,Duluth,MN 55802
Phone Number
218-260-8747
Edelman Financial Engines LLC
VETTED
Edelman Financial Engines LLC
Edelman Financial Engines LLC
About Edelman Financial Engines LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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.

1 The Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2023.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Based
Office Location
206 Broadway Avenue S, Suite 460,Rochester,MN 55904
Phone Number
877-208-7414
Ty Bernicke
VETTED
Ty BernickeCFP®
Edelman Financial Engines, LLC - tariktest
About Edelman Financial Engines, LLC - tariktest
Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 2936490Firm CRD# 123913Series 7, 24, 63, 66
Compensation/Fee
Fee-Based
Office Location
1625 Radio Drive, Suite 110,Woodbury,MN 55125
Phone Number
715-832-1173

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