TOP 10 Best Asset management in Shakopee, Minnesota

Eric Means - State Farm Insurance Agent is an insurance agency located at 1667 17th Avenue East, Shakopee, Minnesota, United States. Conveniently situated next to Target off Marschall Road in Shakopee, the agency has been serving the local community for seven years. The experienced staff at Eric Means State Farm is dedicated to protecting what matters most to you, offering a range of insurance services including Auto, Fire, Life, and Health. They can also provide financial services and Spanish translation if needed. The agency's friendly staff, including licensed insurance professionals Jennifer and Kimberly, are committed to helping clients achieve their financial goals and protect their assets. Whether you need assistance with life insurance, auto insurance, or home insurance, the team at Eric Means State Farm is here to help. They can create a Personal Price Plan tailored to your individual needs.

Metro Group Real Estate is a real estate agency located at 1148 Heritage Drive in Shakopee, Minnesota. Specializing in Multifamily Real Estate Sales & Investment throughout Minnesota, the team at MGRE has over 30 years of combined experience in the industry. With backgrounds in apartment building ownership, property management, commercial real estate finance, and more, the team members bring a wealth of knowledge and expertise to every transaction. Metro Group Real Estate has a wide network of investors from markets across the USA, ensuring that your property will receive local, regional, and national exposure. Despite their extensive experience and network, MGRE keeps their fees low to provide cost-effective services to their clients. The team members at MGRE are dedicated to providing personal attention to every client, ensuring that their needs, questions, and concerns are always addressed.

Thrivent Financial, located at 242 Lewis Street South in Shakopee, Minnesota, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer a range of services to help match individuals with resources based on their top financial concerns. Money Canvas™ is a free virtual coaching service that empowers individuals to build healthier money habits at their own pace. Thrivent seeks to understand each client's unique needs in order to create a financial plan that prioritizes what matters most to them. Whether you're just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you take on life's challenges and opportunities. They also offer charitable planning options and generosity programs to help clients give back. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and solutions to help people make the most of all they've been given. Thrivent's goal is to help clients achieve clarity, move forward with confidence, and live a more meaningful and generous life. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Visit Thrivent.com for more information about their services and financial advisors.

Executive Financial Services Inc. is a leading finance institution located at 4200 West Old Shakopee Road in Bloomington, Minnesota, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services tailored to meet the unique needs of our clients. Trust Executive Financial Services Inc. to guide you towards a secure financial future.

Edward Jones - Financial Advisor Paul N Youngs, CFP®, AAMS™, CRPC™ is a reputable financial institution located at 205 Lewis Street South in Shakopee, Minnesota, United States. With a team of highly qualified professionals, including certified financial planners and accredited asset management specialists, this institution offers personalized financial advice and solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones - Financial Advisor Paul N Youngs is dedicated to providing top-notch service and guidance to help you secure your financial future.

Kurt Douglas Sharp - Financial Advisor, Ameriprise Financial Services, LLC, located at 1275 Ramsey Street, Shakopee, Minnesota, United States, is a finance institution that offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. They provide regular reviews and updates to help clients track their progress towards financial goals. Clients can access their investments and accounts securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Kurt Douglas Sharp has received the 2024 Five Star Wealth Management award for providing excellent service to clients. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Clients can schedule consultations to discuss their financial goals and future plans. Please refer to FINRA's BrokerCheck website for more information on the advisor's qualifications and registered states.

Edward Jones - Financial Advisor: Tom Wood, CRPC™ is a highly reputable financial institution located at 1221 4th Avenue East in Shakopee, Minnesota, United States. As a Certified Retirement Planning Counselor, Tom Wood specializes in helping clients achieve their financial goals and plan for a secure retirement. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and families in the Shakopee area. Whether you are looking to invest for the future, save for retirement, or plan for your children's education, Tom Wood and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Karl L Pawlowski - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1275 Ramsey Street, Shakopee, Minnesota, United States. The institution offers a range of services and certifications to ensure that their advisors are well-equipped to meet the diverse needs of their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and more. Advisors at Karl L Pawlowski are dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Edward Jones - Financial Advisor: Ashley Jager is a reputable finance institution located at 3920 West Old Shakopee Road in Bloomington, Minnesota, United States. With a focus on providing personalized financial planning and investment services, Ashley Jager and her team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Ashley Jager can provide expert guidance and tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.

Edward Jones - Financial Advisor: Rodney J Sikel, AAMS™ is a reputable financial institution located at 4200 West Old Shakopee Road in Bloomington, Minnesota, United States. With a focus on providing personalized financial planning services, Rodney J Sikel, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rodney J Sikel, AAMS™ offers expert guidance and tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Rodney J Sikel, AAMS™ for reliable and professional financial advice.

Christensen Group Inc. is a 100% employee-owned insurance agency located at 1240 3rd Avenue East, Shakopee, Minnesota, United States. Recently, Foster White joined Christensen Group, bringing over 50 years of local ownership experience. As an independent agency, Christensen Group leverages specialized knowledge to plan for your future and get ahead of risks. They work closely with carriers to design tailored solutions for businesses and employees, acting as advisors and confidants in navigating insurance needs. With a focus on storytelling, Christensen Group ensures that your unique story is understood and communicated effectively to carriers for optimal protection. They offer creative and cost-efficient employee benefits packages, strategic retirement planning, and comprehensive life insurance solutions. The agency is committed to acting with integrity, building quality relationships with clients, carrier partners, and community stakeholders.

John Dubbe Financial Planner is a reputable finance institution located at 105 165th Street West in Shakopee, Minnesota, United States. As a skilled financial planner, John Dubbe offers personalized financial advice and services to help clients achieve their financial goals. With years of experience in the industry, John Dubbe is dedicated to providing expert guidance on investments, retirement planning, and wealth management. Whether you are looking to build wealth, save for the future, or plan for retirement, John Dubbe Financial Planner is committed to helping you navigate the complexities of finance and secure a stable financial future.

Edward Jones - Financial Advisor: Chris Sue, AAMS™|CRPC™ is a reputable finance institution located at 100 Fuller Street South in Shakopee, Minnesota, United States. As a certified financial advisor with designations including AAMS™ and CRPC™, Chris Sue offers expert financial planning and investment services to help clients achieve their financial goals. With a focus on personalized advice and tailored solutions, clients can trust Edward Jones and Chris Sue to provide sound financial guidance for their individual needs.

Edward Jones - Financial Advisor: Tammy J Laurent, CEPA®|AAMS™|CRPC™ is a reputable financial institution located at 100 Fuller Street South, Shakopee, Minnesota, United States. Specializing in finance, Tammy J Laurent is a Certified Exit Planning Advisor, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor. With a strong focus on personalized financial planning and investment strategies, Tammy J Laurent and her team at Edward Jones provide expert guidance and support to help clients achieve their financial goals and secure their financial future.

Pawlowski & Associates - Ameriprise Financial Services, LLC is a finance institution located at 1275 Ramsey Street, Shakopee, Minnesota, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our team documents your goals, regularly reviews and analyzes your progress, and adjusts your approach as needed to help you achieve financial success. You can access your investments and accounts anytime, anywhere, securely track your progress towards your goals, and share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you. From retirement planning to building a solid foundation for wealth and well-being, we are here to help. Our financial advisors are registered to do business in certain U.S. states, and we adhere to strict privacy and security regulations to protect your information. Contact us to discuss what matters most to you and let us help you achieve your financial goals.

Mark Ohlmann - Thrivent is a finance institution located at 1226 4th Avenue East in Shakopee, Minnesota, United States. Specializing in financial planning and investment services, Mark Ohlmann - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized guidance and tailored solutions, their team of experts is committed to providing exceptional service and support to their clients. Whether you are looking to plan for retirement, save for education, or build wealth for the future, Mark Ohlmann - Thrivent is here to help you every step of the way. Contact them today to learn more about how they can help you secure your financial future.

U.S. Bancorp Investments - Financial Advisors: Christina Sneve is a reputable finance institution located at 8325 Crossings Boulevard in Shakopee, Minnesota, United States. With a team of experienced financial advisors led by Christina Sneve, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, U.S. Bancorp Investments is committed to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and take control of your financial future.

John Coldagelli - Thrivent is a finance institution located at 1226 4th Avenue East, Shakopee, Minnesota, United States. Licensing for their services is available through your State Insurance Department’s website. They do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional for such matters. Thrivent offers advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Edward Jones - Financial Advisor: Melissa Schneider is a reputable finance institution located at 4200 West Old Shakopee Road in Bloomington, Minnesota, United States. Melissa Schneider is a skilled and experienced financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major purchase, Melissa Schneider can help create a customized financial strategy tailored to your individual needs. With a commitment to exceptional customer service and a dedication to helping clients succeed financially, Edward Jones - Financial Advisor: Melissa Schneider is a trusted partner in achieving financial security and success.

Edward Jones - Financial Advisor: Christina M Klug is a reputable finance institution located at 3920 West Old Shakopee Road in Bloomington, Minnesota, United States. With a strong focus on personalized financial planning and investment strategies, Christina M Klug is dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Christina M Klug offers expert advice and guidance to help you make informed decisions. With a commitment to excellence and a client-first approach, Edward Jones - Financial Advisor: Christina M Klug is a trusted partner in helping individuals and families secure their financial future.