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Brendan K. Roath

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Money Matters, Inc.

12800 Whitewater Drive, Suite 100
Minnetonka, MN 55343
(952) 935-0707

Jason A. Lane

CFP®, AAMS®, CRPC®

Financial Advisor / Managing Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Encompass Wealth Advisors

3600 Minnesota Drive, Suite 550
Edina, MN 55435
(952) 300-2332
CONNECT WITH Jason
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Christopher Mastley

CFP®

Advisor Associate

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Bloomington, MN 55437
(952) 844-0995
CONNECT WITH Christopher
  • linkedin link

Gaylen J. Harms

CFP®, CLU, ChFC,CLTC

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Fortune Financial

10261 Yellow Circle Dr
Minnetonka, MN 55343-9112
(952) 908-2520

David Daline

CFP®

Senior Vice President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Minnesota and the surrounding communities.

RBC Wealth Management

4140 Red Oak Ridge
Minnetonka, MN 55345

RBC Wealth Management

601 Carlson Pkwy
Minnetonka, MN 55305-5214
(800) 284-2321

Royce N. Nies

CFP®

Portfolio Manager

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Minnesota and the surrounding communities.

Stonebridge Capital Advisors

810 North 5th Ave
Sartell, MN 56377
(320) 260-1856

Ellen C. Dubuque

CFP®, JD

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Financial Advisor serving Minnesota and the surrounding communities.

Rossi Dubuque Breckenridge

333 S. 7th Street, Ste 3020
Minneapolis, MN 55402
(612) 870-9630

Jon T. Meyer

CFP®

COO

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Financial Advisor serving Minnesota and the surrounding communities.

BGM Wealth Partners

4470 W 78th St Cir, Ste 200
Minneapolis, MN 55435
(952) 844-2513

Thomas G. Dufresne

CFP®, ChFC,CLU,BFA

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Advisor

1850 Austin Rd, Ste 104
Owatonna, MN 55060-4498
(800) 377-1301
(507) 444-0901

Leota R. Goodney

CFP®

Specialties: Banking, Retirement, Long-term Care

Financial Advisor serving Minnesota and the surrounding communities.

Goodney & Associates, PA

319 Division St, PO Box 347
Northfield, MN 55057-0347
(507) 663-0861

Nate J. Wenner

CFP®, CPA, PFS, CIMA

Principal

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Wipfli Hewins Investment Advisors

7601 France Ave S, Suite 400
Edina, MN 55435

Wipfli Hewins Investment Advisors

8665 Hudson Blvd N.
Lake Elmo, MN 55042
(877) 636-6468
(952) 548-3404
CONNECT WITH Nate
  • linkedin link

Frank B. Allen

CFP®

Staff Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Financial Advisor serving Minnesota and the surrounding communities.

Mayo Clinic

1161 Ashley Lane SW
Rochester, MN 55902
(507) 284-4394

Steven C. Finkelstein

CFP®

Financial Advisor

Specialties: Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Sterling Retirement Resources, Inc.

8401 Golden Valley Rd, Ste 22
Golden Valley, MN 55427
(763) 762-3400

Kristi L. Andersen

CFP®

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Kristi L. Andersen Financial Partners, LLC

701 Fourth Ave S, Ste 1500
Minneapolis, MN 55415
(612) 354-3032

Ronald E. Evans

CFP®

Wealth Manager

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Job Loss,...More

Financial Advisor serving Minnesota and the surrounding communities.

Quantitative Advantage LLC

10400 Yellow Cir Dr, Ste 303
Minnetonka, MN 55343-9249
(866) 767-8007
(952) 253-1099

Anne M. Ward

CFP®, AIF®

Director of Financial Planning

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Allodium Investment Consultants

500 Washington Ave S, Ste 4400
Minneapolis, MN 55415
(866) 207-6810
(612) 230-3720

Jason C. Hallonquist

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

AIS Planning

3701 12th St N, Suite 103
Saint Cloud, MN 56303
(320) 252-6552
CONNECT WITH Jason
  • linkedin link

Robert W. Cowin

CFP®

Registered Investment Advisory Rep

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Annuities,...More

Commission Financial Advisor serving Minnesota and the surrounding communities.

Sandvold & Associates

1550 Troy Lane N
Plymouth, MN 55447
(952) 544-2837

Brad K. North

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

North Star Resource Group

2701 University Ave SE, Ste 300
Minneapolis, MN 55414-3236
(612) 617-6169

Amy J. Wolff

CFP®, CDFA®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Minnesota and the surrounding communities.

AJW Financial

3300 Edinborough Way, Ste 550
Minneapolis, MN 55403
(952) 405-2000

Peter J. Schmitz

CFP®, CFA

Investment Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

NFP Retirement

505 Hwy 169 North, Ste 1100
Plymouth, MN 55441
(763) 450-1806

Thomas L. Menzel

CFP®

Asset Manager/President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Minnesota and the surrounding communities.

Legacy Financial Advisors Corp.

3500 American Blvd W, Ste 675
Bloomington, MN 55431
(952) 893-5565

Brett Anderson

CFP®, ChFC & CLU

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

St. Croix Advisors, LLC

724 Bielenberg Dr #4
Saint Paul, MN 55125
(877) 393-1919
(651) 337-1919

David M. Sayers

CFP®, CLU, MBA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

TruNorth Wealth Partners

30 East 7th Street, 3050
Saint Paul, MN 55101
(651) 735-5878

Kathleen E. Tranovich

CFP®

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Cherry Tree Wealth Management LLC

301 Carlson Pkwy, Ste 103
Hopkins, MN 55305
(612) 274-2544

Michael R. Metzger

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

TruCairn Advisors

8325 Wayzata Blvd, Ste 100
Golden Valley, MN 55426
(763) 543-5150

Angela J. Kiefer

CFP®, CDFA

Sr. Vice President, Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

RBC Wealth Management

641 East Lake Street, Suite 230
Wayzata, MN 55391
(800) 476-2655
(952) 476-3542

Matthew Cosgriff

CFP®

Wealth Management Group Leader

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Minnesota and the surrounding communities.

BerganKDV/Lifewise

3800 American Blvd W, Ste 1000
Minneapolis, MN 55431
(952) 563-6956
CONNECT WITH Matthew
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Thomas G. Anderson, II

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Financial Advisor serving Minnesota and the surrounding communities.

SLS - Tax, Accounting & Financial Ser

1721 10th St E
Glencoe, MN 55336
(800) 852-3112
(320) 864-6166
CONNECT WITH Thomas
  • facebook link
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Keith Meyers

CFP®, CLU®, ChFC®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Keith Meyers, Inc

319 Main St W
Cannon Falls, MN 55009
(507) 263-4830
CONNECT WITH Keith
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