Financial advisor consultation in Burnsville, Minnesota

Mitchell Max is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 12280 Nicollet Avenue in Burnsville, Minnesota, United States. Specializing in finance, Mitchell offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards financial goals. Clients have secure access to their investments and accounts from any device. Mitchell provides complimentary initial consultations to discuss retirement, education, major purchases, and other financial goals. Residents of select states can conduct securities business with Mitchell, who is registered with FINRA. Ameriprise Financial cannot guarantee future financial results. For more information, visit the Ameriprise Financial Website Rules and Regulations. Mitchell appreciates referrals and will be in touch with referred clients soon.

Timothy A Ruhland - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12280 Nicollet Avenue, Burnsville, Minnesota, United States. Timothy A Ruhland 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of finance and wealth management, including asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical standards and continued education, Timothy A Ruhland provides comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income planning, Timothy A Ruhland has the knowledge and expertise to help you achieve your financial goals.

Stuart Smith, a Financial Advisor at Ameriprise Financial Services, LLC, located at 12280 Nicollet Avenue in Burnsville, Minnesota, is an Ameriprise Platinum Financial Services® Advisor. With a background in finance and qualifications available on FINRA's BrokerCheck website, Stuart Smith offers personalized financial planning services to residents of select states. The institution provides a positive backdrop for stock prices and discusses the potential extension of the current bull market rally into 2024. While Ameriprise Financial cannot guarantee future financial results, they prioritize client relationships and offer a comprehensive overview of financial planning concepts during initial consultations. Clients can expect professionalism, transparency, and adherence to Ameriprise Financial Website Rules and Regulations. By referring friends and family members to Stuart Smith, individuals can help them achieve their financial goals with the support of a dedicated advisor.

Edward Jones - Financial Advisor: Greg Lein is a trusted finance institution located at 200 Highway 13 West in Burnsville, Minnesota, United States. As a dedicated financial advisor, Greg Lein provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Greg Lein is committed to providing top-notch financial guidance and support. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Greg Lein and his team are here to help you navigate the complexities of the financial world with confidence.

Stephen - Williams - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located in Burnsville, Minnesota, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution helps clients track and analyze their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. Stephen - Williams is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. They offer complimentary initial consultations to discuss financial planning concepts and potential investment opportunities. While they cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. The institution follows strict privacy and security protocols to protect client information. Clients can refer friends or family members to Stephen - Williams for financial advice, and the institution will reach out to them promptly.

Edward Jones - Financial Advisor: Chris Peterson is a reputable finance institution located at 13786 Frontier Court in Burnsville, Minnesota, United States. Chris Peterson is a knowledgeable and experienced financial advisor who is dedicated to helping his clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or save for a major purchase, Chris Peterson can provide personalized financial advice and guidance to help you make informed decisions. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Chris Peterson is a trusted partner in helping individuals and families secure their financial futures.

Nettworth Financial Group is a leading finance institution located at 2999 County Road 42 West in Burnsville, Minnesota, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Nettworth Financial Group offers a wide range of services including wealth management, investment planning, retirement planning, and insurance services. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Nettworth Financial Group can help you reach your financial goals.

Christian Lewis is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 12280 Nicollet Avenue in Burnsville, Minnesota. As a trusted financial institution, Ameriprise provides expert financial planning and investment services to help individuals achieve their financial goals. With Christian Lewis on board, clients can expect personalized guidance and strategic advice to navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or simply looking to grow your wealth, Christian Lewis and Ameriprise Financial Services, LLC are here to help you every step of the way.

William J Shannon is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 12280 Nicollet Avenue in Burnsville, Minnesota, United States. William J Shannon 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 ensure that William J Shannon 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, risk management, and retirement planning, William J Shannon is dedicated to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Jeff Olson, CEPA®|CRPC™ is a reputable finance institution located in Burnsville, Minnesota. Jeff Olson, a Certified Exit Planning Advisor and Chartered Retirement Planning Counselor, provides expert financial advice and planning services to help clients achieve their financial goals. With a commitment to personalized service and a focus on long-term financial success, Edward Jones - Financial Advisor: Jeff Olson, CEPA®|CRPC™ is a trusted partner for individuals and families looking to secure their financial future. Visit their office at 200 Highway 13 West to learn more about their comprehensive financial planning services.

Shannon, Lewis & Van Heel - Ameriprise Financial Services, LLC is a finance institution located at 12280 Nicollet Avenue in Burnsville, Minnesota, United States. They were the 2023 recipient of the Ameriprise Client Experience Award and their background and qualifications can be found on FINRA's BrokerCheck website. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and adjust strategies as needed. Clients can access their investments and accounts from any device securely. The institution provides an overview of financial planning concepts during initial consultations. Ameriprise financial advisors are registered to do business in certain U.S. states. They cannot guarantee future financial results. The institution abides by strict privacy and security regulations and users agree to adhere to the terms of the Ameriprise Financial Website Rules and Regulations. They are members of FINRA and SIPC. Clients are encouraged to refer friends and family members to help them achieve their financial goals.

John Mandt - Mutual of Omaha Advisor is a trusted finance and insurance agency located at 14577 Grand Avenue in Burnsville, Minnesota, United States. With a focus on providing personalized financial planning and insurance solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, John Mandt - Mutual of Omaha Advisor is here to help you navigate the complex world of finance with expert guidance and tailored solutions. Visit us today to learn more about how we can assist you in securing your financial future.

Morgan Planning Group, LLC is a comprehensive financial, health, and insurance agency located in Burnsville, Minnesota. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic guidance. Whether you are looking to secure your future with insurance coverage, plan for retirement, or optimize your investments, we are here to provide expert advice and tailored solutions. Visit us at 1613 Southcross Drive West to learn more about how Morgan Planning Group can help you secure your financial future.

U.S. Bank's Wealth Management Banker, Dave Hambardzumyan, is located at 900 County Road 42 West in Burnsville, Minnesota. As a finance institution, U.S. Bank offers personalized wealth management services tailored to individual financial goals and needs. With Dave Hambardzumyan's expertise and dedication, clients can expect comprehensive financial planning, investment advice, and personalized strategies to help them achieve their financial objectives. Trust U.S. Bank and Dave Hambardzumyan to provide top-notch wealth management services in Burnsville, Minnesota.

Wealth Enhancement Group is a leading financial institution located at 350 Burnsville Parkway in Burnsville, Minnesota. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, we provide comprehensive financial solutions tailored to your individual needs. Trust Wealth Enhancement Group to guide you towards a secure financial future.

Valley Asset Managers is a reputable finance institution located at 13951 West Preserve Boulevard in Burnsville, Minnesota, United States. With a team of experienced financial experts, Valley Asset Managers offers a wide range of investment and asset management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Valley Asset Managers can provide personalized solutions to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, Valley Asset Managers is the go-to institution for all your financial needs.

f3Logic is a leading financial services institution located at 11980 Portland Avenue in Burnsville, Minnesota, United States. Our team of experts specializes in providing innovative solutions and personalized strategies to help individuals and businesses achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, f3Logic is committed to delivering exceptional service and results. Whether you are looking for investment management, retirement planning, or wealth preservation, our experienced professionals are here to guide you every step of the way. Visit us today to learn more about how f3Logic can help you secure a brighter financial future.

The Basballe Group is a leading finance institution located at 1500 McAndrews Road West in Burnsville, Minnesota, United States. With a strong reputation for providing top-notch financial services, The Basballe Group offers a wide range of financial solutions to individuals and businesses alike. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, The Basballe Group has the expertise and experience to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Jaeson Morrison - Thrivent is a finance institution located at 3000 County Road 42 West in Burnsville, Minnesota, United States. Specializing in financial planning and investment services, Jaeson Morrison - Thrivent helps individuals and families achieve their financial goals through personalized strategies and expert advice. With a focus on building long-term relationships and providing ethical and responsible financial solutions, this institution is dedicated to helping clients secure their financial future.

Gateway Wealth Management, LLC is a premier finance institution located at 211 River Ridge Circle South in Burnsville, Minnesota, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Gateway Wealth Management, LLC is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and reach new heights of success.

Karen Groves - Thrivent is a finance institution located at 1895 Plaza Drive, Eagan, Minnesota, United States. The institution is licensed in various states including CA, IA, KS, MN, NE, PA, SD, TN, VA, and WI. At Karen Groves - Thrivent, you can expect personalized solutions tailored to meet your individual needs. The office serves the surrounding cities of Apple Valley, Rosemount, Farmington, Lakeville, Inver Grove Heights, Burnsville, Minneapolis, and St. Paul. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.

Rich Gove - Thrivent is a finance institution located at 129 West Main Street in Waconia, Minnesota, United States. They are also located at 3000 County Road 42 West Suite 201 in Burnsville, MN and 701 Xenia Avenue South Suite 550 in Golden Valley, MN. They are licensed in multiple states including AZ, CA, MN, TX, VA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Ken Harris - Thrivent is a finance institution located at 1226 4th Avenue East, Shakopee, Minnesota, United States. Their mission is to help people be wise with money, life, and liberty. The institution specializes in retirement income planning, investment management, protecting loved ones against long term care, death, and disability, charitable giving, and college planning. They offer services to individuals in surrounding areas such as Apple Valley, Burnsville, Eagan, Minneapolis, and St. Paul. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional for such services. Thrivent provides advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. 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 on their services and financial advisors.

Scot Kretzschmar - Thrivent is a finance institution located at 3000 County Road 42 West in Burnsville, Minnesota, United States. As a part of the Thrivent financial services network, Scot Kretzschmar offers a range of financial planning and investment services to help individuals and families achieve their financial goals. With a focus on holistic financial planning and a commitment to helping clients make wise financial decisions, Scot Kretzschmar - Thrivent is dedicated to providing personalized and comprehensive financial solutions to its clients.

Chris Johnson - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. The institution is licensed in multiple states including AZ, CO, IA, MN, ND, SD, TX, and WI. Thrivent offers financial advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. Insurance products are issued by Thrivent, with securities and investment advisory services offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on their services and financial advisors.

Ken Harris - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. Their mission is to help people be wise with money, life, and liberty. As a Thrivent Associate, they aim to establish an ongoing financial relationship with clients to help them reach their financial goals. Services offered include retirement income planning, investment management, protection against long-term care, death, and disability, charitable giving, and college planning. The office is centrally located to serve clients in surrounding areas such as Apple Valley, Eagan, Minneapolis, Roseville, and St. Paul. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consultation with an attorney or tax professional is recommended. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check. Professional designations and requirements to earn them can be found at Thrivent.com/designations.

Samuel Pond - Thrivent is a finance institution located at 3000 County Road 42 West in Burnsville, Minnesota, United States. We are licensed in multiple states including CA, FL, MN, ND, VA, and WI. Our team works with individuals, families, and businesses to help them articulate their goals and develop customized investment strategies, manage debt, and protect their assets. We believe in empowering our clients to achieve their aspirations and provide personalized recommendations tailored to their unique needs. We take pride in delivering excellent service and are dedicated to the well-being of our clients on a personal and professional level. Thrivent does not provide legal, accounting, or tax advice, but we offer guidance through our Financial Planning Framework and Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, and we offer insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our financial advisors are credentialed to provide investment advisory services, and you can visit our website or FINRA's Broker Check for more information about our team. For details on professional designations and requirements, please visit our website.

Jacob Johnson - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. Licensing information can be obtained through the State Insurance Department's website. The institution, along with its financial professionals, offers advice and guidance through its Financial Planning Framework. Clients can choose to engage further with Thrivent through its Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on professional designations and services offered.

Rose Brager - Thrivent is a finance institution located at 3000 County Road 42 West in Burnsville, Minnesota, United States. The institution is dedicated to aligning financial decisions with personal values and aspirations. They are licensed in California, Florida, Minnesota, and Wisconsin. As a financial advisor, Rose Brager aims to build lasting relationships with clients and their families by providing consistent communication, timely updates, and valuable information. The institution takes a holistic approach, helping clients align their financial choices with their core values and life goals. Services offered include protecting families against extended care, death, and disability, as well as planning for college expenses. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Additional services, such as Dedicated Planning Services, are available for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their financial advisors and services.

Miguel Ramos Guerrero - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. The institution is licensed in multiple states including CA, FL, IL, and MN. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit the institution's website for more information on their services and professional designations. Please consult your attorney or tax professional for legal, accounting, or tax advice.