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Kathy M. Longo

CFP®, CAP®, CDFA

President 22.92 Miles

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

Fee Only Financial Advisor serving Waconia, 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 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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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

Scott D. Oeth

CFP®, ChFC, MSFS

Principal-Wealth Management 21.33 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.

Cahill Financial Advisors, Inc.

7261 Ohms Lane
Edina, MN 55439
(888) 240-6603
+1 More Number
(952) 926-1659
CONNECT WITH Scott
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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
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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

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
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Andrea Eaton

CFP®

20.01 Miles

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

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

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

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

Tom Gartner

CFP®

22.41 Miles

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

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

ISC Financial Advisors

7760 France Ave South, Suite 270
Minneapolis, MN 55435
(952) 835-1560
CONNECT WITH Tom
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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

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
CONNECT WITH John
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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

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

Jason B. Kley

CFP®, AIF®, MBA

Vice President, Wealth Advisor 23.85 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Sequoia Financial Group

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

Josh Wolberg

CFP®, RICP®, MBA

President and Lead Financial Planner 22.12 Miles

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

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

Great River Financial

9800 Shelard Pkwy, Suite 113
Plymouth, MN 55441
763-231-7581
CONNECT WITH Josh
  • linkedin link

Michael D. Cassidy

CFP®, ChFC®, APMA®

Financial Advisor 21.31 Miles

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

Commission and Fee Financial Advisor serving Waconia, 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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Thomas L. Menzel

CFP®

Asset Manager/President 23.67 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

Legacy Financial Advisors Corp.

3500 American Blvd W, Ste 675
Bloomington, MN 55431
(952) 893-5565

Michael R. Metzger

CFP®

Financial Advisor 21.4 Miles

Specialties: Comprehensive Financial Planning

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

TruCairn Advisors

8325 Wayzata Blvd, Ste 100
Golden Valley, MN 55426
(763) 543-5150

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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Robert S. Davis

CFP®

Wealth Manager 17.73 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.

Financial Compass

7510 Market Place Drive
Eden Prairie, MN 55344
(952) 921-2121
CONNECT WITH Robert
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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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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
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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

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
  • facebook link
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Tristan Lehnen

CFP®

24.09 Miles

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

Financial Advisor serving Waconia, Minnesota and the surrounding communities.

2 Meridian Xing, Ste 450
Minneapolis, MN 55423-3967
CONNECT WITH Tristan
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Shelby St. Martin

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 Shelby
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Michael A. Branham

CFP®

Financial Planner 23.06 Miles

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

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

The Planning Center

1615 5th Ave
Moline, IL 61265
+ 1 More Address

The Planning Center

310 K St
Anchorage, AK 99501
(800) 690-0366
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