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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 A. Hennen

CFP®,ChFC®,CLU®,CLTC

Financial Advisor

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.

Ameriprise Financial

20686 Holyoke Ave, Suite 500
Lakeville, MN 55044

Ameriprise Financial

2805 Dodd Road
Eagan, MN 55121
CONNECT WITH Bruce
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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, Inc.

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

Kathy M. Longo

CFP®, CAP®, CDFA

President

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Flourish Wealth Management

3300 Edinborough Way, Suite 420
Edina, MN 55435
(612) 968-4414

David A. Schwandt

J.D., CFP®

Financial Adviser

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

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

PlanViser Financial

701 4th Ave S, Ste 1500
Minneapolis, MN 55415
(612) 436-3755
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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

Tamara L. Hubert

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

First Minnetonka Investment Center

14550 Excelsior Blvd
Minnetonka, MN 55345-5822
(952) 465-0323

Richard I. Hemingway

CFP®, CLU, ChFC,

CERTIFIED FINANCIAL PLANNER (tm), CERTIFICANT

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Minnesota and the surrounding communities.

Hemingway Wealth Management,LLC

14550 Excelsior Blvd, Ste 200
Minnetonka, MN 55345
(952) 417-6033
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Troy A. Noor

CFP®, CFA

Senior Financial Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Boulevard Wealth Management, Inc.

6500 City West Pkwy, Ste 325
Eden Prairie, MN 55344
(877) 664-2583

Todd C. Terhorst

CFP®, CLU, ChFC,AAMS

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Financial Advisor serving Minnesota and the surrounding communities.

Diversified Wealth Management

4501 Minnetonka Blvd, Ste 200
Saint Lewis Park, MN 55416
(612) 435-0035

James B. Lund

CFP®, MBA

Partner

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

Financial Advisor serving Minnesota and the surrounding communities.

NorthRock Partners

650 Third Ave S, Ste 1500
Minneapolis, MN 55402
(888) JIM-LUND
(612) 367-8803

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

Carl P. Whaley

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement, Personal Taxes

Financial Advisor serving Minnesota and the surrounding communities.

Wells Fargo Bank

MAC N9305-530, 90 S 7th St
Minneapolis, MN
(612) 316-2714

Scott M. Wallschlaeger

CFP®, CRPS®

Financial Planner

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

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

MPPL Financial

309 W Superior st
Duluth, MN 55802
(888) 543-3472
(218) 628-3134

Ryan M. Shannon

CFP®

Managing Member

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

R.M. Shannon Wealth Management, LLC

1595 Selby Ave, Ste 211
Saint Paul, MN 55104
(651) 321-4620

Kevin J. O'Laughlin

CFP®, CFS

Senior Financial Planner

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

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

Cahill Financial Advisors, Inc.

7261 Ohms Lane
Edina, MN 55439
(952) 926-1659

Bryan W. Pratt

CFP®

Financial Planner

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

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

Pratt Wealth Management

1651 Commerce Dr
North Mankato, MN 56003
(507) 388-0770

Mindy E. Reid

CFP®, CRPC®

Financial Advisor

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

Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services

13100 Wayzata Blvd, Ste 140
Minnetonka, MN 55305
(888) 354-7271
(612) 225-2600

Timothy J. LaPean

CFP®, ADPA®

Financial Planner / Owner

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Thoughtful Financial Planning

314 Clifton Ave, Ste 105
Minneapolis, MN 55403
(612) 460-7355

Bradley L. Melby

CFP®, CLTC

Private Wealth Advisor

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

Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial

3900 Northwoods Dr, Suite 150
Arden Hills, MN 55112
(651) 765-7035

Linda Zimmerman

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services, Inc.

10000 Minnetonka Blvd
Minnetonka, MN 55305
(952) 563-1214

Benjamin W. Auckenthaler

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

7650 Edinborough Way, Ste 225
Edina, MN 55435
(952) 746-9456

William B. Wixon

MBA, CFP®, AWMA

President

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

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

Wixon Advisors, Inc.

6439 Sycamore Ct N
Maple Grove, MN 55369
(763) 543-1819

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

Thomas D. Lee

CFP®

Certified Financial Planner

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

Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services, Inc.

7100 Northland Circle N, Suite 303
Brooklyn Park, MN 55428
(763) 657-2404
CONNECT WITH Thomas
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Jordan M. Mills

CFP®

Senior Associate Consultant

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

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

Wipfli Financial Advisors

7601 France Ave S, Ste 400
Edina, MN 55435
(952) 548-3348

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

108 4th St N
Cannon Falls, MN 55009
(507) 263-4830
CONNECT WITH Keith
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Robert J. Bruner

CFP®, ChFC

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

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

Valtinson Bruner Financial Planning LLC

388 Cleveland Ave SW
New Brighton, MN 55112
(651) 628-9832

Rodney K. Roath

CPA, CFP®

President

Specialties:

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Money Matters, Inc.

12800 Whitewater Drive, Suite 100
Minnetonka, MN 553439347
(952) 935-0707

Nicholas Aaron Scheibel

CFP®

Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 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
Minneapolis, MN 55437-3806
(952) 844-0995
CONNECT WITH Nicholas
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