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David A. Schwandt

J.D., CFP®

Financial Adviser 24.3 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

ClearPath Wealth Advisors

2545 Perry Avenue North
Golden Valley, MN 55422
(612) 436-3755
CONNECT WITH David
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John D. Pitz

CFP®, ChFC, CLU

Financial Advisor 12.02 Miles

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

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

Ameriprise Financial Services, LLC

854 W 78th St, Ste 200, PO Box 820
Chanhassen, MN 55317
CONNECT WITH John
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Ryan T. Haag

CFP®,CLU,ChFC,AEP

22.57 Miles

Specialties: Comprehensive Financial Planning, Annuities, Estate Planning, Investment Management,...More

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Tradition Wealth Management

7601 France Avenue South, Ste 100
Edina, MN 55435
(952) 563-6525

Andrew R. Feterl

CFP®

20.7 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Bond&Devick Wealth Partners

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

Fang Echo Huang

CFP®, CPA, CFA

President, Founder 19.87 Miles

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

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

Echo Wealth Management, LLC

3033 Campus Drive, Suite N145
Plymouth, MN 55441
(763) 432-7875
CONNECT WITH Fang
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James W. Bryan

CFP®, ChFC®, ChSNC®

Principal & Financial Planner 21.33 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

7401 Metro Blvd. Suite 555
Edina, MN 55439
(952) 658-6226

Michelle A. Young

CFP®

Financial Advisor 22.6 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Ameriprise Financial Services, LLC

7601 France Ave S, Ste 600
Edina, MN 55435
(952) 857-1487

Brian C. MacDonald

MBA,CFP®,ChFC®,APMA®

Financial Advisor 22.7 Miles

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

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

Ameriprise Financial Services, LLC

Centennial Lakes Office Park, 7650 Edinborough Way, Suite 225
Edina, MN 55435
(952) 893-7966
CONNECT WITH Brian
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J.J. Sessions

CFP®

23.08 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

The Planning Center

7055 N Maple Ave, Suite 108
Fresno, CA 93720
(763) 494-0095

Marie Burnett

JD, CFP®

Financial Advisor 22.98 Miles

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement, Women's Finances

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

Ameriprise Financial Services, LLC

7101 York Avenue South, Suite 330
Edina, MN 55435
(952) 921-3371

Samuel G. Rouman

AIF®, CFP®,ChFC, CLU

Senior Wealth Advisor 22.49 Miles

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

Fee Only Financial Advisor serving Waconia, 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

Brandon J. Oslund

CFP®, CIMA®, CRPC®

Financial Advisor 15.64 Miles

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

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

Oslund Wealth Management Group

315 E Lake St, Suite 200
Wayzata, MN 55391
(952) 404-5941

John M. Comer

CFP®

Financial Advisor 21.26 Miles

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

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

McNellis & Asato

5600 West 83 Street, Suite 560
Bloomington, MN 55437
(952) 548-3134
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Jonathan T. Guyton

CFP®

Principal 21.6 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Cornerstone Wealth Advisors, Inc.

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

Rachel Infante

CFP® CSRIC® CDFA®

Principal – Financial Advisor 22.9 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Birchwood Financial Partners, Inc.

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Rachel
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Roya A. Moltaji

CFP®, ChFC, CASL

CFP®ChFC®CASL™CAP®ADPA™ 17.94 Miles

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

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

MML Investors Services (MassMutual)

100 S 5th St, Ste 2300
Minneapolis, MN 55402
(952) 769-2126

Sophia Bera Daigle

CFP®

Founder 24.01 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Gen Y Planning LLC

1401 Lavaca St., PMB 47955
Austin, TX 78701
(612) 790-7955

Kathryn L. Noel

CFP®, CLU, ChFC

Financial Advisor 23.89 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Estate...More

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

Access Financial Services, Inc.

1650 W 82nd St, Ste 850
Minneapolis, MN 55431
(952) 885-2719
CONNECT WITH Kathryn
  • linkedin link

Stacy M. Biermaier

CFP®

Client Services Manager 21.13 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Bloomington, MN 55437
(952) 844-0995
CONNECT WITH Stacy
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Derek F. Hagen

CFP®, CFA, FBS®, CFT

Financial Behavior Specialist and Director of Education and OCommunication 16.93 Miles

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset...More

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Money Quotient

5701 E Glen Moor Rd
Minnetonka, MN 55345
(612) 644-6155
CONNECT WITH Derek
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Laura Bereiter

CPA, PFS™, CFP®

Director of Tax and Financial Planning 22.98 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

White Oaks Wealth Advisors, Inc.

5500 Wayzata Boulevard, Suite 290
Minneapolis, MN 55416
(612) 455-6909
CONNECT WITH Laura
  • linkedin link

Elise Huston

CFP®

Senior Advisor - Advisory Services Manager 21.13 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Bloomington, MN 55437
(952) 844-0995
CONNECT WITH Elise
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Christopher Mastley

CFP®

Advisor – Tax Planning Manager 21.13 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Bloomington, MN 55437
(952) 844-0995
CONNECT WITH Christopher
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Jared Johnson

CFP®

Wealth Manager & Shareholder 19.87 Miles

Specialties:

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Echo Wealth Management

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

Kimberly Andrews

CFP® CDFA®

Principal - Financial Advisor 22.89 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Birchwood Financial Partners

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Kimberly
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Andrew Truax

CFP®

Advisor Associate 21.13 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Minneapolis, MN 55437
(952) 844-0995
CONNECT WITH Andrew
  • linkedin link
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Kayla Berceau

CFP®

Financial Advisor 22.89 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Birchwood Financial Partners

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437
(952) 885-9088
CONNECT WITH Kayla
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Richard J. Devick

CFP®

20.7 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Bond&Devick Wealth Partners

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

David M. Sayers

CFP®, CDFA®, MBA

Vice President, Wealth Advisor 23.87 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Sequoia Financial Group

1700 W 82nd St, Ste 150
Bloomington, MN 55431-1466
+ 1 More Address

Sequoia Financial Group

118 4th St E
Hastings, MN 55033-1901
(952) 230-6700
CONNECT WITH David
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Ben Smith

CFP®

Founder & Financial Planner 22.98 Miles

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

Fee Only Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Cove Financial Planning, LLC

1907 Wayzata Blnvd, 3rd Floor
Wayzata, MN 55391
+ 1 More Address

Cove Financial Planning, LLC

342 N Water St
Milwaukee, WI 53202-5715
CONNECT WITH Ben
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