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A densely populated state like Minnesota has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Minnesota and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Minnesota
has
9
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
21
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
John Severy Hoven
MBA, CFP® ORACLE FINANCIAL PLANNERS LLC 1595 Selby Avenue, Suite 213, Saint Paul, MN 55104 |
22 Years | $35,000,000 | $50,000 | Fee-Based |
| 14 Years | $75,000,000 | $50,000 | Fee-Based | |
| 28 Years | Not Specified | $0 | Fee-Based | |
| 16 Years | $320,000,000 | $500,000 | Fee-Based | |
|
Affiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC® 600 Highway 169 S., Suite 1750, St. Louis Park, MN 55426 |
23 Years | $1,000,000,000 | Not Specified | Fee-Based |
|
Edelman Financial Engines, LLC
539 Bielenberg Dr, Suite 220, Woodbury, MN 55125 10900 Wayzata Boulevard, Minnetonka, MN 55305 |
Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| 27 Years | Not Specified | $500,000 | Fee-Based | |
| Not Disclosed | $0 | 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
CRD# 6096130
Firm CRD# 18387
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
403 N Sibley Ave,
Litchfield,
MN
55355
Phone Number
320-593-2846
I'm a financial professional with over 11 years of experience helping individuals and families achieve their financial goals. In my practice I work as a member of a team that has over 50 years of experience serving clients. We help with, investing, managing assets for retirement or a large purchase, business exit planning, retirement income strategies, life insurance for a growing family, risk management, and budgeting to manage cash flow. My hope is that I can help my clients with their specific needs. How do we achieve this? By acknowledging that no two situations are the same so no two financial strategies should be either. I can work with you to craft a plan that makes sense for your lifestyle.
We believe everyone deserves a financial plan they can be confident about. It all starts with the right financial advisor.
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
7820 Terrey Pine Court Suite 200,
Eden Prairie,
MN
55347
Phone Number
952-818-2430
Chad has been in the financial services industry for over 28 years . He utilizes a goal based investment strategy that seeks to optimize a clients portfolio during different stages of their life. This includes the distribution of the client's assets during retirement and transferring of this wealth upon death. Chad uses this basic and simple approach to planning for his clients to help them work towards achieving their goals and dreams. Chad enjoys talking to and educating people, and he has presented hundreds of retirement and estate planning seminars over the years. Chad is a graduate of Minnesota State Mankato in 1990 and has a Bachelor of Science in Business with a concentration in Marketing. He holds his Series 6, 7, 63 (through LPL Financial) and 66 (through Strategic Wealth and LPL Financial) licenses, along with his MN Life and Health license. Chad and his wife, Lori, have been married for 31 years, and have three boys, Jared, Logan and Zach. While his sons were growing up, Chad enjoyed coaching and cheering for them during their football, basketball and baseball games. He also enjoys travelling, playing golf with his wife and friends and has most recently taken up pickleball and Ebiking. Chad is an avid fan of the University of MN Golden Gophers Football team, and on Saturdays, you can find him watching his favorite team in person or on TV!
Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you pursue your goals. Using our depth of knowledge combined with our advisor's diverse perspectives, we can help you solve complicated financial matters. We specialize in retirement, tax, and estate planning for families, business owners, young professionals, and pre and post retirees. We can guide you to necessary financial resources as you move through each stage of your journey. Our organized and careful documentation assures transparency and efficiency. We use a systematic investment process that enables all of our advisors to support you. We strive to use the most up-to-date software to research wise investment strategies for you. This allows us to balance your financial objectives with your time horizon and tolerance for risk. While other firms may be obligated to use certain funds, we at Strategic Wealth are independent fiduciaries in advisory relationships, so we create sound investment strategies for you with only the clients interest in mind. Founded in 2001, our firm is located in Eden Prairie, Minnesota. We serve our local community as well as communities throughout the United States. As honest, organized, and knowledgeable professionals, we provide valuable structure that can bring you financial confidence now and through your retirement years.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 318201
Series 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
1905 Wayzata BLVD,
Wayzata,
MN
55391
Phone Number
651-299-1970
The Fiat Name In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency. The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith. When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist. Trust is the bedrock of the work at Fiat Wealth Management.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 113200
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
600 Highway 169 S., Suite 1750,
St. Louis Park,
MN
55426
Phone Number
952-544-9818
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 normally reserved for the ultra-wealthy. 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 23 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.
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, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
539 Bielenberg Dr,
Suite 220,
Woodbury,
MN
55125
Phone Number
877-208-7414
Office Location
10900 Wayzata Boulevard,
Suite 240,
Minnetonka,MN 55305
Phone Number
877-208-7414
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 investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-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.
Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Compensation/Fee Fee-Based
Office Location
1625 Radio Drive, Suite 110,
Woodbury,
MN
55125
Phone Number
715-832-1173
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
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.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 13903 | 2284921 | $479,793,782,427 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 77 | 88 | $176,091,949,959 | A percentage of AUM, Other (ADMINISTRATION FEES) |
|
| 200 | 3 | $137,829,756,000 | A percentage of AUM, Performance Based |
|
| 4167 | 69 | $121,600,874,152 | A percentage of AUM, Performance Based |
|
| 102 | 279 | $85,511,782,543 | A percentage of AUM, Fixed fees |
|
| 193 | 227 | $76,497,109,888 | A percentage of AUM, Fixed fees, Performance Based |
|
| 712 | 154394 | $72,024,609,099 | A percentage of AUM, Hourly charges, Fixed fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS) |
|
| 87 | 369 | $42,989,647,472 | A percentage of AUM, Fixed fees, Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT) |
|
| 335 | 14 | $31,696,623,992 | A percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES) |
|
| 431 | 33 | $30,310,955,626 | A percentage of AUM |
|
| 224 | 37 | $26,316,985,845 | A percentage of AUM, Performance Based, Other (SERVICING FEES) |
|
| 27 | 341 | $25,902,315,714 | A percentage of AUM, Fixed fees |
|
| 39 | 1218 | $23,423,257,436 | A percentage of AUM, Performance Based |
|
| 205 | 70 | $20,428,486,178 | A percentage of AUM, Performance Based |
|
| 233 | 109 | $18,092,415,340 | A percentage of AUM, Performance Based |
Financial advisors in Minnesota can be paid in various ways. Some advisors can charge fees based on a percentage of assets under management or a flat fee for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the compensation structure of your financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about financial advisor fees and the factors affecting them, explore the costs of hiring a financial advisor.
There are multiple benefits to hiring a financial advisor in Minnesota. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, perspective, and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. A financial advisor also reviews your investments regularly and provides ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.
When choosing a financial advisor in Minnesota, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Financial advisors in Minnesota offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor listed on WiserAdvisor’s directory, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.
You can utilize our Minnesota financial advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer. Additionally, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Minnesota who meet your specific needs.
When choosing a financial advisor in Minnesota, you should consider factors including qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). To learn more, read the guide on using FINRA's BrokerCheck tool to evaluate a financial advisor’s credentials.
During your first meeting with a financial advisor in Minnesota, you can expect a discussion about your financial goals, current financial situation, and risk tolerance. The advisor may ask questions to understand your objectives, income, expenses, assets, and debts. They may also inquire about your investment experience and any specific concerns you have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.
How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, you can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
Yes, there are financial advisors in Minnesota who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning read on about how to plan for retirement if started late.
To determine if a financial advisor in Minnesota is legitimate, you can check if they are properly licensed and registered with the appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). It's also important to review each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, client testimonials, and ensure that they adhere to a strict code of ethics. Additionally, to ensure a financial advisor is legitimate, we recommend using the free financial advisor match tool to connect with pre-screened and vetted advisors in Minnesota who meet your specific needs.
The typical minimum asset requirement for working with a financial advisor in Minnesota can vary. While some advisors might have specific minimum investment thresholds, many are willing to offer valuable guidance and support regardless of the size of your portfolio. Even if you have a relatively small amount to invest, an advisor can assist you in creating a customized plan to achieve your financial goals, manage risks, and make well-informed decisions. To learn more about how financial advisors can help with investment management and portfolio growth, consider exploring the impact of asset allocation on your investments.
Financial advisors in Minnesota can offer valuable assistance in managing retirement portfolios by evaluating your current financial status, which involves examining your income, expenses, assets, and debts, crafting a tailored retirement plan that reflects your individual requirements, and taking into consideration factors such as your preferred retirement age, lifestyle expectations, and risk tolerance. These advisors also provide guidance in selecting suitable retirement accounts like IRAs or 401(k)s, offer support in making strategic investment choices to enhance your retirement savings, and conduct assessments of your potential Social Security benefits to ensure you have comprehensive insights to pave the way for a successful retirement. To delve deeper into the role of financial advisors in securing your financial future during retirement, explore the benefits of hiring a retirement advisor.
To effectively manage your retirement portfolio in Minnesota, start by assessing your current financial situation, including income, expenses, assets, and debts. Followed by setting clear retirement goals based on your desired lifestyle and age of retirement, diversifying your portfolio to manage risk, and regularly reviewing and adjusting your investments as necessary based on market trends. While managing your portfolio independently can be appealing, consider the benefits of working with a professional financial advisor who can offer personalized guidance tailored to your specific needs. To make informed decisions about managing your retirement portfolio, read about DIY money management versus hiring a professional for your financial needs.
