Find a Financial Planner in
Within of
89 Financial Planners near Waconia, Minnesota
drop-arrowMore Filters
Within of
Languages ASL Cantonese Dutch English French

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

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

Dana Brewer

CFP®

Financial Advisor & Principal 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, Inc.

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

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
  • facebook link
  • linkedin link

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
  • linkedin link
  • youtube link

Andrew B. Fishman

CFP®, MBA

Financial Planner 20.68 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.

Affiance Financial LLC

600 South Hwy 169, Ste 1750
Minneapolis, MN 55426
(952) 253-2563
CONNECT WITH Andrew
  • facebook link
  • linkedin link

Brittany J. Metzig

CFP®

Financial Advisor 20.68 Miles

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

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

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
  • linkedin 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

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

Richard D. Dworsky

CFP®, CLU ®, APMA™

financial planner 21.38 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.

Legacy Private Wealth Group

7212 Metro Blvd
Edina, MN 55439
(952) 446-7800
CONNECT WITH Richard
  • 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

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

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

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

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
  • facebook link
  • linkedin link

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
  • linkedin link
  • youtube link

Anita L. Hawks

CFP®, CRPS®

Financial Advisor-Financial Planner 17.94 Miles

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

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

Capital Strategies - Mass Mutual

317 Grace Lane, Suite 250
Austin, TX 78746
5126376230

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

Jason A. Lane

CFP®, AAMS®, CRPC®

Private Wealth Advisor / Managing Partner 22.65 Miles

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

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

Encompass Wealth Advisors

3600 Minnesota Drive, Suite 550
Edina, MN 55435
(952) 300-2332
CONNECT WITH Jason
  • facebook link
  • linkedin link
  • youtube link

Sabrina Fay

CFP®, RICP®, ChFc®

Lead Financial Advisor 20.69 Miles

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

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

Bond & Devick Wealth Partners

600 Highway 169 S, Ste 675
Minneapolis, MN 55426-1238
(952) 591-0113
CONNECT WITH Sabrina
  • facebook link
  • linkedin 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

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
  • linkedin link

Ronald K. Rydell

CFP®

CEO 21.43 Miles

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

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

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

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
CONNECT WITH Michael
  • twitter link
  • linkedin link

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
  • facebook link
  • twitter link
  • linkedin link
  • youtube link