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Jon T. Meyer

CFP®

President 22.04 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

BGM Wealth Partners

7900 International Drive, Suite 800
Bloomington, MN 55425
(952) 844-2513

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

Matthew D. Nelson

CFP®, AIF®, ECA

Senior Financial Advisor 20.36 Miles

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

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

Savvy Advisors

1000 Shelard Pkwy, Ste 250
Minneapolis, MN 55426
(952) 225-0333
CONNECT WITH Matthew
  • facebook link
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  • youtube link

John R. Bergstrom

CFP®

21.26 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Cardinal Wealth Advisors

7201 Ohms Lane
Edina, MN 55439
(952) 746-4700

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
  • facebook link
  • twitter link
  • linkedin link

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

Sharon A. Bloodworth

CFP®

CEO 22.99 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 Blvd, Ste 1035
Minneapolis, MN 55416
(612) 455-6900

Patrick D. Moyneur

CFP®

Senior Advisor - Director of Advisory Services 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 Patrick
  • linkedin link
  • youtube link

Bridget Handke

CFP®CAP®

Financial Advisor & Principal 22.89 Miles

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

Fee Only Financial Advisor serving Waconia, 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
  • linkedin link

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

Jason Plank

MBA,CFP®,CRPC®,AAMS®

Private Wealth Advisor 22.61 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Ameriprise Financial Services, LLC

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

Nathanael M. Hahm

CFP®

Wealth Advisor 19.93 Miles

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

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

Avior Wealth Management

11100 Wayzata Blvd, Ste 210
Hopkins, MN 55305
(763) 542-8884

Damian Winther

CFP® CSRIC®

Financial Advisor and Principal 22.9 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.

Birchwood Financial Partners, Inc.

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

Amy J. Wolff

CFP®, CDFA®

Financial Advisor 22.92 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

AJW Financial

7650 Edinborough Way, Ste 100
Minneapolis, MN 55435-6002
(952) 405-2000

Paul R. Wilson

CFP®

21.54 Miles

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

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

Comprehensive Wealth Management

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

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
  • facebook link
  • 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
  • linkedin link
  • youtube link

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 1035
Minneapolis, MN 55416
(612) 455-6909
CONNECT WITH Laura
  • linkedin link

Brendan K. Roath

CFP®, EA

Vice President 17.16 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.

Money Matters, Inc.

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

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

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
  • linkedin link
  • youtube link

Rodney K. Roath

CPA, CFP®

Founder 17.16 Miles

Specialties:

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

Money Matters, Inc.

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

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
  • facebook link
  • linkedin link

Haley Frecon

CFP®

Advisor 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
Minneapolis, MN 55437
(952) 844-0995
CONNECT WITH Haley
  • linkedin link
  • youtube link

Brayden Kelly

CFP® BFA™

Financial Advisor 22.89 Miles

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Buying a...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 Brayden
  • facebook link
  • linkedin link

Erik Jensen

CFP®

23.44 Miles

Specialties:

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Lakefront Financial Solutions

8400 Normandale Lake Blvd, Suite 920
Bloomington, MN 55437
(952) 893-3493

Juan A. Guerrero

CFP®

Wealth Advisor 21.31 Miles

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

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

7301 Ohms Lane, Suite 460

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

Gaylen J. Harms

CFP®, CLU, ChFC,CLTC

18.53 Miles

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

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

Fortune Financial

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