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151 Financial Planners in Minnesota
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Mark A. Gabriel

CFP®, ChFC®, CRPC®

Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

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

Ameriprise Financial Services, LLC

3200 NW Main Street NW, Ste 230
Coon Rapids, MN 55448
(763) 421-3848

James V. O'Halloran

CFP®

Owner

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

Financial Advisor serving Minnesota and the surrounding communities.

O'Halloran Tax & Financial Services LLC

1521 Summit Oaks Ct
Burnsville, MN 55337
(952) 891-8009

Lauri P. Salverda

CFA, CFP®

Principal

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Castle Rock Financial Planning, Inc.

2267 Waters Drive
Mendota Heights, MN 55120
(651) 294-0013
+1 More Number
(651) 294-0013

Sharon A. Bloodworth

CFP®

CEO

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

White Oaks Wealth Advisors, Inc.

5500 Wayzata Blvd, Ste 1035
Minneapolis, MN 55416
(612) 455-6900

Bridget Handke

CFP®CAP®

Financial Advisor & Principal

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Birchwood Financial Partners, Inc

5601 Green Valley Drive, Suite 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Bridget
  • facebook link
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Thomas A. Rishovd, II

CFP®

Senior Vice President/Wealth Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving Minnesota and the surrounding communities.

Morgan Stanley

225 S 6th St, Ste 5300
Minneapolis, MN 55402-4606
(612) 340-6748
CONNECT WITH Thomas
  • twitter link
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Samuel G. Rouman

AIF®, CFP®,ChFC, CLU

Senior Wealth Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

IHT Wealth Managment

6800 France Avenue South, Suite 420
Edina, MN 55435
(952) 466-6350
CONNECT WITH Samuel
  • linkedin link

Jason Plank

MBA,CFP®,CRPC®,AAMS®

Private Wealth Advisor

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

Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services, LLC

3601 Minnesota Dr, #905
Edina, MN 55435
(952) 841-7500

Timothy Schaefer

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

Encore Wealth Advisors

715 Atlantic Ave
Morris, MN 56267
(320) 288-4084

Paul R. Wilson

CFP®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Getting Divorced,...More

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

Comprehensive Wealth Management

7500 Hwy 55, Ste 125
Golden Valley, MN 55427
(952) 405-6000

John M. Comer

CFP®

Financial Advisor

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

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

McNellis & Asato

5600 West 83 Street, Suite 560
Bloomington, MN 55437
(952) 548-3134
CONNECT WITH John
  • twitter link
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James N. Aman

CFP®

Specialties: Comprehensive Financial Planning

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

Thrivent

939 Old Hwy 8 NW, Ste 200
New Brighton, MN 55112
(763) 754-2670

James A. Crenna

CFP®

Vice President/Investments

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

Stifel Nicolaus & Co.

5500 Wayzata Blvd., Suite 400
Golden Valley, MN 55416
(612) 455-5861

Robert J. Klefsaas

CFP®

CEO, Senior Wealth Manager

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

Financial Advisor serving Minnesota and the surrounding communities.

All Star Financial

3800 American Blvd W, Ste 620
Minneapolis, MN 55431
(952) 896-3820

Brendan K. Roath

CFP®, EA

Vice President

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

Christopher Mastley

CFP®

Advisor – Tax Planning Manager

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

Vince Darling

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

7735 162nd Ave NE
Forest Lake, MN 55025-8415
(651) 464-2531
CONNECT WITH Vince
  • linkedin link

Jared Johnson

CFP®

Wealth Manager & Shareholder

Specialties:

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Echo Wealth Management

3033 Campus Drive Suite N145
Plymouth, MN 55441
(763) 432-7875

Sean Barrett

CFP®

Financial Advisor

Specialties:

Financial Advisor serving Minnesota and the surrounding communities.

Advanced Retirement Resources

1300 Godward St NE, Suite 4100
Minneapolis, MN 55413
(612) 347-8630

Michael A. Matheson

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

M2 Financial Group

11272 86th Ave N, Suite B
Maple Grove, MN 55369
(763) 416-8206

Sabrina Fay

CFP®, RICP®, ChFc®

Lead Financial Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Bond & Devick Wealth Partners

600 Highway 169 S, Ste 675
Minneapolis, MN 55426-1238
(952) 591-0113
CONNECT WITH Sabrina
  • facebook link
  • linkedin link

Stephanie J. Rossi

CFP®

Senior Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

JNBA Financial Advisors

324 W Superior St, Ste 200
Duluth, MN 55802
(218) 249-0044
CONNECT WITH Stephanie
  • linkedin link
  • youtube link

Brayden Kelly

CFP® BFA™

Financial Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Birchwood Financial Partners

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Brayden
  • facebook link
  • linkedin link

Kayla Berceau

CFP®

Financial Advisor

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.

Birchwood Financial Partners

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Kayla
  • facebook link
  • linkedin link

Juan A. Guerrero

CFP®

Wealth Advisor

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

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

7301 Ohms Lane, Suite 460

7301 Ohms Ln, Ste 460
Minneapolis, MN 55439-2339
CONNECT WITH Juan
  • linkedin link

Paul C. Stein

CFP®, AIF®, CKA®

Founder & CEO

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement, Long...More

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

Advanced Retirement Resources, Inc

1300 Godward St NE, Suite 4100
Minneapolis, MN 55413
(612) 347-8630
CONNECT WITH Paul
  • facebook link
  • linkedin link

Lee T. Stoerzinger

CFP®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Financial Advisor serving Minnesota and the surrounding communities.

Lee Stoerzinger, Inc

940 Inwood Ave N
Oakdale, MN 55128
(651) 578-1600

Bruce Lorenz

CFP®, MBA, FHFMA

Financial Advisor

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

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

Boldin Advisors

300 West Michigan St., #602
Duluth, MN 55802
(715) 218-8575
CONNECT WITH Bruce
  • linkedin link

Sarah Kang

CFP®

Lead Financial Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

UAK Diversified Wealth Advisors

University Club, 420 Summit Ave
Saint Paul, MN 55105
+ 2 More Addresses

UAK Diversified Wealth Advisors

601 Carlson Parkway Carlson Center
Minnetonka, MN 55305

UAK Diversified Wealth Advisors

Collider Foundation
Rochester, MN 55902
763-355-2337
CONNECT WITH Sarah
  • facebook link
  • linkedin link
  • youtube link