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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

Andrew R. Feterl

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Employee Benefits,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Bond&Devick Wealth Partners

600 S. Highway 169, Suite 675
St. Louis Park, MN 55426
(952) 591-0113

Richard L. Epple

CFP®, CeFT®

President

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Aurochs Financial Group

15600 Wayzata Blvd, Suite 100
Wayzata, MN 55391
(866) 678-8194
(952) 470-5049
CONNECT WITH Richard
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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
(651) 294-0013

Joe Pitzl

CFP®

Managing Partner

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Pitzl Financial

8 Pine Tree Drive, Suite 125
Arden Hills, MN 55112
(651) 287-3712
CONNECT WITH Joe
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Patrick D. Moyneur

CFP®

Senior Advisor - Director of Advisory Services

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 Patrick
  • linkedin link

Andrea Eaton

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

Cornerstone Wealth Advisors, Inc.

5201 Eden Ave South, Suite 135
Edina, MN 55436
(952) 920-3900

Lisa M. Nesser

CFP®

Registered Representative

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

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

Nesser & Nesser Financial Group

300 14th Ave NE
Minneapolis, MN 55413
(651) 639-0786

David A. Nordmeier

CFP®, CFS

Financial Advisor

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

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

Midwest Wealth Advisors

11040 183rd Cir NW, Ste A
Elk River, MN 55330-2846
(763) 428-0066

Nathanael M. Hahm

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

LifeSTAGE Wealth Management

11100 Wayzata Blvd, Ste 510
Hopkins, MN 55305
(763) 542-8884

Nicholas J. Thunker

CFP®

Service Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

SilverOak Wealth Management

7650 Edinborough Way, Ste 250
Edina, MN 55435
(952) 896-5704

Scott E. Augustine

CFP®, CLU, ChFC

Financial Advisor

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

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

North Star Resource Group

2701 University Ave SE
Minneapolis, MN 55414-3236
(888) 404-8071
(612) 617-6127

Jason B. Kley

CFP®, AIF®, MBA

Director of Financial Planning

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

Financial Advisor serving Minnesota and the surrounding communities.

Carlson Capital Management, LLC

1700 W 82nd St, Suite 150
Bloomington, MN 55431
(952) 230-6705
CONNECT WITH Jason
  • linkedin link

Linda Zimmerman

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services, LLC

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

Josh Wolberg

CFP®, RICP®, MBA

President and Lead Financial Planner

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Great River Financial

7500 Hwy 55, Suite 225
Golden Valley, MN 55427
763-231-7581
CONNECT WITH Josh
  • linkedin link

Michael D. Cassidy

CFP®, ChFC®, APMA®

Financial Advisor

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

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

Amerprise Financial

8300 Norman Center Dr, Ste 550
Bloomington, MN 55437
(952) 767-5547
CONNECT WITH Michael
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Jeremy M. Lipinski

CFP®

Specialties:

Financial Advisor serving Minnesota and the surrounding communities.

Lifelong Wealth Advisors

1150 County Road E W
Saint Paul, MN 55112-3718
(651) 444-6500

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 Kusske

CFP®

President

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

Financial Advisor serving Minnesota and the surrounding communities.

Kusske Financial

11980 Portland Avenue S
Burnsville, MN 55337
(952) 895-6963

Ryan Keshemberg

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

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

Keshemberg Advisory

701 Fourth Ave South, Suite 1500
Minneapolis, MN 55415
(920) 205-4381

Stacy M. Biermaier

CFP®

Client Services 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 Stacy
  • linkedin link

Richard Juckel

CFP®

Wealth Advisor

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.

Ballast Advisors, LLC

683 Bielenberg Dr, Suite 208
Woodbury, MN 55125
(651) 478-4657
CONNECT WITH Richard
  • linkedin link

Andrew P. Schelitzche

CFP® ChFC®

Partner

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

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

Manifest Wealth Management

11290 86th Ave. N.
Maple Grove, MN 55369
(763) 593-0649
CONNECT WITH Andrew
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Jason A. Lane

CFP®, AAMS®, CRPC®

Private Wealth Advisor / Managing Partner

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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Richard Hall

CFP®

Wealth Advisor

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Pitzl Financial

8 Pine Tree Dr, Suite 125
Arden Hills, MN 55112
(651) 287-3712

Kyle David Playford

CFP®

Financial Planner

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

Financial Advisor serving Minnesota and the surrounding communities.

Freedom Financial Partners

600 Inwood Ave N, Suite 260
Oakdale, MN 55128
(651) 797-3532
CONNECT WITH Kyle
  • linkedin link

Ronald K. Rydell

CFP®

CEO

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

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

8400 Normandale Lake Blvd, Ste 920
Bloomington, MN 55437
(952) 884-4141

Joan K. Rossi

CFP®

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

Financial Advisor serving Minnesota and the surrounding communities.

3033 Campus Drive, N147
Plymouth, MN 55441
(612) 870-7414

Bruce Lorenz

CFP®, MBA, FHFMA

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

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

NewRetirement 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

Collider Foundation, 221 1st Ave SW STE STE #610
Rochester, MN 55902

UAK Diversified Wealth Advisors

601 Carlson Parkway Carlson Center
Minnetonka, MN 55305

UAK Diversified Wealth Advisors

University Club
Saint Paul, MN 55105
763-355-2337
CONNECT WITH Sarah
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