TOP 30 Best Chartered financial consultant in Minneapolis, Minnesota

The 401 Group at Focus Financial, located at 401 North 3rd Street, Minneapolis, Minnesota, is a finance and health institution that provides comprehensive wealth management through the highest standard of fiduciary advice. With a focus on meeting each client's personal financial goals, The 401 Group offers a concierge-level client service model and is committed to delivering objective advice without profit from the sale of proprietary products. The founders of The 401 Group hold esteemed Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, bringing over 20 years of experience in financial advice to individuals, families, small businesses, and retirement plans. As part of Focus Financial, a leading independent financial advisory firm, The 401 Group is dedicated to putting clients first, earning trust, and delivering expertise. Specializing in retirement planning, business advisory services, and wealth management for corporate executives and young professionals, The 401 Group offers personalized financial planning tailored to each client's unique needs. With a commitment to building and preserving wealth while integrating the latest technology and financial tools, The 401 Group ensures that clients can achieve their long-term financial goals with confidence and peace of mind.

Edward Jones - Financial Advisor: Brandon Prell, CFP®|ChFC®|CPWA® is a reputable financial institution located at 875 Meander Court in Medina, Minnesota, United States. Specializing in finance, this institution is led by experienced advisor Brandon Prell, who is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Private Wealth Advisor (CPWA®). With a commitment to providing personalized financial solutions tailored to each client's unique needs, Brandon Prell and his team at Edward Jones strive to help individuals and families achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Brandon Prell, CFP®|ChFC®|CPWA® is dedicated to providing expert guidance and support every step of the way.

Kristie Elfering is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1204 Harmon Place in Minneapolis, Minnesota, United States. She holds various certifications and designations, including 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®. Kristie is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, estate planning, retirement planning, and investment strategies. She adheres to a strict code of ethics and continues to expand her knowledge through ongoing education and training. Contact Kristie Elfering for expert advice on your financial needs.

Damian Nold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12900 Whitewater Drive in Minnetonka, Minnesota, United States. Damian Nold holds various certifications such as 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®. The institution offers a wide range of services to help individuals with asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Damian Nold is dedicated to providing expert financial advice and guidance to clients, ensuring they make informed decisions for their financial future.

Joy Henry - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2407 109th Avenue Northeast, Minneapolis, Minnesota, United States. Joy Henry holds various certifications such as 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 demonstrate expertise in asset management, investment strategies, estate planning, retirement planning, and various financial planning areas. Joy Henry is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Joy Henry also specializes in serving veterans, active duty, Reserve, National Guard, and their families.

Trevor J Dunn - Ameriprise Financial Services, LLC is a finance institution located at 5775 Wayzata Boulevard, Minneapolis, Minnesota, United States. They offer a range of financial services and certifications to meet the needs of individuals in asset management, retirement planning, estate planning, and more. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. They are committed to providing expert financial advice and support to their clients.

Mark Joern - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 555 Nicollet Mall, Minneapolis, Minnesota, United States. Mark Joern holds several certifications including 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 signify Mark Joern's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Mark Joern is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Anthony Ryan, a Financial Advisor at Ameriprise Financial Services, LLC, located at 555 Nicollet Mall in Minneapolis, Minnesota, provides a wide range of financial services. Anthony Ryan holds various certifications including 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 demonstrate Anthony Ryan's expertise in asset management, estate planning, retirement planning, investment management, risk management, and more. With a focus on providing personalized financial advice, Anthony Ryan is committed to helping clients achieve their financial goals and secure their financial futures.

Dipali Amin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 555 Nicollet Mall, Minneapolis, Minnesota, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 various aspects of financial planning, asset management, estate planning, retirement planning, and more. The institution aims to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning such as military personnel and families with special needs. Dipali Amin - Financial Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest standards of professionalism and ethics in the financial industry.

Michael Cassel is a Financial Advisor at Ameriprise Financial Services, LLC, located at 2407 109th Avenue Northeast, Minneapolis, Minnesota, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications ensure that Michael has the expertise and commitment to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on asset management, investment strategies, estate planning, and risk management, Michael Cassel is dedicated to helping clients achieve their financial goals.

John Klapperich is a Client Support Associate at Ameriprise Financial Services, LLC, located at 753 Ameriprise Financial Center in Minneapolis, Minnesota, United States. He holds various certifications such as 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 demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. John Klapperich is dedicated to providing comprehensive financial services to individuals, including retirees, small business owners, high net worth clients, and those with specific financial needs such as veterans and individuals with special needs.

Kim W Hoversten, a Financial Advisor at Ameriprise Financial Services, LLC, located at 555 Nicollet Mall in Minneapolis, Minnesota, offers a range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Kim W Hoversten is equipped to provide expert advice on asset management, estate planning, retirement planning, investment strategies, and insurance products. Additionally, Kim W Hoversten is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and more, to provide specialized services to clients in various financial situations. By holding prestigious designations such as CFA®, CFP®, CASL®, and CIMA®, Kim W Hoversten demonstrates a commitment to excellence in financial planning and management. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Kim W Hoversten can provide the expertise and support you need.

Carly A Fischbach is a Financial Advisor at Ameriprise Financial Services, LLC located at 555 Nicollet Mall, Minneapolis, Minnesota, United States. She holds various certifications such as 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 showcase her expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a focus on providing comprehensive financial planning services, Carly A Fischbach is dedicated to helping individuals and families achieve their financial goals and secure their financial future.

William Dean Ferguson is a Product Specialist at Ameriprise Financial Services, LLC in Minneapolis, Minnesota, United States. He holds various certifications including 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®. William Dean Ferguson is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With his extensive knowledge and experience in asset management, estate planning, investment strategies, retirement planning, and insurance products, he is committed to helping clients achieve their financial goals and secure their financial future.

Anthony Williams is a Product Specialist at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. Anthony holds various certifications such as 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 demonstrate Anthony's expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and more. As a Product Specialist, Anthony provides comprehensive financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a commitment to ethics and professionalism, Anthony Williams is dedicated to helping clients achieve their financial goals and secure their financial future.

Mark Reed is a Client Relationship Manager at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. Mark holds various certifications such as 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®, CFP®, 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 show Mark's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Mark specializes in asset management, investment strategies, estate planning, retirement planning, and insurance products. With his extensive knowledge and experience, Mark is dedicated to helping clients achieve their financial goals and maximize their wealth.

Derek Spavin is a Client Relationship Manager at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. The institution offers a range of financial services and holds various certifications such as 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 reflect expertise in areas such as asset management, estate planning, retirement planning, investment management, and financial planning for specific demographics such as seniors, military personnel, and individuals with special needs. Derek Spavin and the team at Ameriprise Financial Services, LLC are dedicated to providing comprehensive and personalized financial advice to their clients.

Benjamin Kyes is the Manager of AAC at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. The institution offers a range of financial services and certifications to ensure that individuals receive expert advice and guidance in managing their assets. Some of the certifications offered 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 including asset management, estate planning, retirement planning, investment strategies, and more. With Benjamin Kyes at the helm, individuals can trust that they are receiving expert financial advice and services from a qualified professional.

Cory Grom is the Manager of AAC at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. The institution offers a range of financial services and certifications such as 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 various aspects of financial planning, estate planning, investment management, and specialized services for specific client needs. The institution is dedicated to providing comprehensive and ethical financial advice to individuals and businesses.

Merrill Lynch Financial Advisor Wayne A Helm, located at 80 South 8th Street, Minneapolis, Minnesota, United States, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. Wayne Helm, CFA, CFP®, has been a Financial Advisor at Merrill Lynch Wealth Management since 1996 and holds both the CFA® Charter and CERTIFIED FINANCIAL PLANNER™ certification. With a focus on connecting all aspects of clients' financial lives, Wayne leverages the resources of Merrill and Bank of America to implement strategies that meet overall financial objectives. Wayne has appeared on national television programs and has been a guest speaker at various financial conferences and universities. As a Merrill advisor, Wayne believes in building personalized plans centered on clients' goals and priorities. Using the Merrill Personal Wealth Analysis™, Wayne helps clients document their financial plans and adapt to changes over time. By understanding clients' goals and priorities, Wayne can create a financial approach tailored to their unique needs. With access to investment insights and banking solutions, Wayne works with clients to manage, grow, and preserve their wealth.

Colton Campbell is a Client Relationship Manager at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. Colton holds various certifications such as 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 demonstrate Colton's expertise in financial planning, asset management, retirement planning, estate planning, investment strategies, and more. With a strong focus on ethical practices and client needs, Colton provides personalized financial advice and support to individuals and businesses, ensuring they make informed decisions for their financial future.

Peter Anderson is the Client Relationship Manager at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. He holds various certifications including 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 demonstrate his expertise in asset management, estate planning, investment strategies, retirement planning, and financial planning for various types of clients. Peter is dedicated to providing comprehensive and personalized financial services to help clients achieve their financial goals.

Taylor Hansen is the Client Relationship Manager at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. Taylor holds various certifications such as the 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®. Taylor specializes in providing comprehensive financial planning services for individuals and small business owners, with a focus on asset management, estate planning, retirement planning, and investment strategies. Taylor is dedicated to upholding the highest ethical standards and continually expanding knowledge in the field of finance to best serve clients.

Brittany Edwards is a Client Relationship Manager at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. Brittany holds various certifications such as 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 demonstrate Brittany's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a Certified Military Financial Advisor® (CFMA®), Brittany is also trained to serve veterans and military personnel. With a strong focus on client relationships and a commitment to ethical practices, Brittany Edwards is dedicated to providing comprehensive financial planning services to individuals and businesses."

Raymond Messenbrink is a Product Specialist at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. He holds various certifications including 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 financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. Raymond is dedicated to providing expert advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With his extensive knowledge and experience, Raymond is committed to helping clients achieve their financial goals and secure their financial future.

Erik J Gorsuch is a financial advisor at Ameriprise Financial Services, LLC located at 860 Blue Gentian Road, Eagan, Minnesota, United States. He holds several certifications including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®. Erik specializes in asset management, retirement planning, estate planning, investment strategies, and insurance products. He is dedicated to providing comprehensive financial planning services and is committed to upholding a high standard of ethics in his practice.

UAK Diversified Wealth Management is a finance institution located at 860 Blue Gentian Road, Eagan, Minnesota, United States. As fiduciary, independent, fee-only financial advisors, we are committed to providing our clients with honest and objective information. Our rigorous financial mathematics are communicated through simple graphs and language to ensure our clients have a clear understanding of their financial situation. Serving clients in Saint Paul, Minneapolis, and Rochester, we believe that financial well-being is the foundation of happiness and strive to help our clients achieve a sense of security through unmatched analytics and compassion. With nearly two decades of experience in actuarial, accounting, and investment management fields, our team of Chartered Financial Analysts and Chartered Alternative Investment Analysts are dedicated to providing truly objective advice. We recuse ourselves from any third-party compensations, commissions, and fees to avoid conflicts of interest, and our clients pay lower overall fees compared to industry averages.

Roxbury Inc is a reputable accounting and finance institution located at 3621 85th Avenue North in Minneapolis, Minnesota, United States. With a team of experienced professionals, Roxbury Inc offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Roxbury Inc is dedicated to helping clients achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.

UAK Diversified LLC is a finance institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. As fiduciary, independent, fee-only financial advisors, we provide commission-free and conflict-free financial services to our clients. Our team specializes in communicating rigorous financial mathematics through simple graphs and language, ensuring that our clients receive the most honest and objective information. With nearly two decades of experience in actuarial work, accounting, and investment management, our Chartered Financial Analysts and Chartered Alternative Investment Analysts are dedicated to helping clients achieve financial security and well-being. We pride ourselves on being part of the 2% of financial advisors in the US who avoid third-party compensations and fees to maintain a conflict-free environment.

Wesely & Wesely CPAs is a reputable accounting and finance institution located at 10201 Wayzata Boulevard in Hopkins, Minnesota, United States. With a team of experienced certified public accountants, Wesely & Wesely CPAs offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in the expertise and professionalism of Wesely & Wesely CPAs to provide accurate and reliable financial solutions tailored to their individual needs.