Financial advisor near me in Wayzata, MN
278 results found
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Monarch Wealth Advisors
● ClosedMonarch Wealth Advisors is a finance institution located at 315 Manitoba Avenue in Wayzata, Minnesota, United States. Partner Tim Baltzer has been recognized as one of the 2023 Forbes Best-In-State Wealth Advisors. The institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that securities-related services may not be provided to individuals residing outside of the listed states. For those outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Social Media content may not necessarily reflect the views of Monarch Wealth Advisors. Visit wellsfargoadvisors.com/social for more information. Please be aware that by clicking on links to third-party websites, you will be leaving the Wells Fargo Advisors website and entering a privately owned site with different privacy and security policies. Review the terms and conditions of third-party websites before proceeding.
315 Manitoba Ave # 300, Wayzata, MN 55391, United States -
Merrill Lynch Financial Advisor Kate Shannon
● ClosedMerrill Lynch Financial Advisor Kate Shannon, located at 315 Lake Street East, Wayzata, Minnesota, United States, is a finance institution with over sixteen years of experience in the financial services industry. Kate holds various FINRA registrations and the CERTIFIED FINANCIAL PLANNER™ professional designation. She is dedicated to building strong client relationships based on trust and personalized service, with a focus on helping clients achieve their financial goals at every stage of life. The team at Merrill Lynch Wealth Management works closely with clients to create personalized financial strategies that reflect their unique circumstances and investment styles. With access to the resources of Merrill and Bank of America, they can devise potential strategies to grow, preserve, and distribute wealth. Through a holistic approach to wealth management, the team helps clients articulate a vision for their best life and align their wealth in service to those goals. By regularly checking in with clients to discuss changes in their lives and financial markets, the team aims to help clients stay on track to achieve what's most important to them. As a Merrill Lynch Wealth Management Advisor, Kate Shannon is committed to providing personalized investment strategies and comprehensive financial solutions to help clients reach their financial goals.
315 Lake St E, Wayzata, MN 55391, United States -
Merrill Lynch Financial Advisor Thomas C Kane
● ClosedMerrill Lynch Financial Advisor Thomas C Kane is a finance institution located at 315 Lake Street East, Wayzata, Minnesota, United States. At Merrill Lynch, managing your wealth begins with a thorough understanding of your financial situation and goals. Thomas C Kane can help create a flexible strategy tailored to today's market conditions, with access to investment insights from Merrill and banking solutions from Bank of America. Thomas C Kane believes in giving back to the community and volunteers with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals. By understanding your priorities and values, Thomas C Kane can help you pursue your financial goals through personalized wealth management strategies.
315 Lake St E, Wayzata, MN 55391, United States -
Merrill Lynch Financial Advisor Thomas D Van De Walker
● ClosedMerrill Lynch Financial Advisor Thomas D Van De Walker is a finance institution located at 315 Lake Street East, Wayzata, Minnesota, United States. Tom has been with Merrill Lynch Wealth Management since 1999, serving a diverse group of clients including individuals and corporations. He offers expertise in investments, estate planning, retirement forecasting, and credit and lending through Bank of America, N.A. Tom believes in creating a personalized financial strategy for each client, tailored to their unique goals and priorities. He is committed to building long-term relationships with his clients, helping them navigate the complexities of their financial lives. Tom is a graduate of St. Olaf College and is actively involved in volunteering with various charities in the Twin Cities area. With Merrill Personal Wealth Analysis™, Tom can help clients build a personalized plan to achieve their financial goals and stay on track, no matter how their lives and the markets may change. Tom is registered to do business in several states and holds the Chartered Retirement Planning Counselor™ certification. Partner with Tom Van De Walker to pursue your financial goals and live your best financial life.
315 Lake St E, Wayzata, MN 55391, United States -
The Wayzata Bay Group - Morgan Stanley
● OpenThe Wayzata Bay Group - Morgan Stanley is a finance institution located at 445 Lake Street East in Wayzata, Minnesota, United States. As a part of the renowned Morgan Stanley financial services firm, The Wayzata Bay Group offers a wide range of wealth management and investment services to individuals, families, and businesses. With a team of experienced financial advisors and analysts, they provide personalized financial planning strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, The Wayzata Bay Group - Morgan Stanley is dedicated to providing expert guidance and support every step of the way.
445 Lake St E Suite 320, Wayzata, MN 55391, United States -
Dan Monahan, CFP®, CPWA® - UBS Financial Services Inc.
● OpenDan Monahan, CFP®, CPWA® - UBS Financial Services Inc. is a leading financial institution located at 681 Lake Street West in Wayzata, Minnesota, United States. With a team of highly qualified professionals, including Certified Financial Planners and Certified Private Wealth Advisors, they provide expert financial advice and services to help clients achieve their financial goals. Specializing in wealth management, retirement planning, and investment strategies, Dan Monahan and his team at UBS Financial Services Inc. strive to provide personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Dan Monahan, CFP®, CPWA® - UBS Financial Services Inc. is dedicated to helping you secure a financially sound future.
681 Lake St W, Wayzata, MN 55391, United States -
Prime Capital Investment Advisors
● ClosedPrime Capital Investment Advisors is a leading finance institution located at 1905 Wayzata Boulevard in Wayzata, Minnesota, United States. With a team of experienced financial experts, Prime Capital provides comprehensive investment advisory services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Prime Capital Investment Advisors offers personalized solutions tailored to meet your unique needs. Trust in Prime Capital to guide you towards a secure financial future.
1905 Wayzata Blvd #230, Wayzata, MN 55391, United States -
Aurochs Financial Group
● ClosedAurochs Financial Group, located at 15600 Wayzata Boulevard in Wayzata, Minnesota, is a finance institution dedicated to helping clients achieve their financial goals and live the life they've always dreamed of. With a focus on strategic planning and implementing The Smart Decision Process™, the team at Aurochs Financial Group ensures that nothing is overlooked when creating a dynamic model for making smart decisions based on clients' most important objectives and values. Whether it's early retirement planning, health insurance options before Medicare, or avoiding common money mistakes, Aurochs Financial Group is here for the long-term to see clients succeed and live their dreams. Specializing in comprehensive planning, investments, retirement planning, and more, Aurochs Financial Group is committed to planning your success and helping you avoid retirement regrets.
15600 Wayzata Blvd STE 100, Wayzata, MN 55391, United States -
Lee Financial Group
● ClosedLee Financial Group is a prestigious accounting and finance institution located at 15805 Holdridge Road East in Wayzata, 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. Whether you need assistance with tax preparation, investment management, or retirement planning, Lee Financial Group has the expertise and resources to guide you every step of the way. Contact us today to learn more about how we can help you secure a stable financial future.
15805 Holdridge Rd E, Wayzata, MN 55391, United States -
Sandvold Financial Group
● ClosedSandvold Financial Group is a leading finance institution located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a team of experienced financial advisors, they provide comprehensive financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. Their personalized approach and commitment to client satisfaction sets them apart in the industry. Contact Sandvold Financial Group today to secure your financial future.
10900 Wayzata Blvd, Minnetonka, MN 55305, United States -
Highcroft Investment Advisors, Inc.
● ClosedHighcroft Investment Advisors, Inc. is a renowned finance institution located at 1001 Twelve Oaks Center Drive in Wayzata, Minnesota, United States. With a team of experienced financial experts, Highcroft Investment Advisors, Inc. offers personalized investment strategies and solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Highcroft Investment Advisors, Inc. is dedicated to providing top-notch financial guidance and support. Trust Highcroft Investment Advisors, Inc. to help you secure a stable financial future.
1001 Twelve Oaks Center Dr #1009, Wayzata, MN 55391, United States -
Panoramic Wealth Advisors - Ameriprise Financial Services, LLC
● OpenPanoramic Wealth Advisors - Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and asset allocation, we work closely with clients to create a plan tailored to their unique needs and risk tolerance. Our team of financial advisors regularly review and adjust these plans as life circumstances change, ensuring clients stay on track towards their goals. Clients have access to their investments and accounts at any time, from any device, allowing them to track their progress and communicate securely with our team. We offer complimentary initial consultations to discuss financial planning concepts and determine how we can best assist each client.
10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305, United States -
River Prairie Wealth Partners - Ameriprise Financial Services, LLC
● ClosedRiver Prairie Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and provide personalized financial planning services. While we cannot guarantee future financial results, we are dedicated to helping you achieve your financial goals. Please visit our website for important disclosures and regulations. We offer initial consultations to discuss what matters most to you, although written analysis and recommendations are not provided during this meeting. Feel free to refer your friends and family to us for assistance with their financial planning needs. We look forward to hearing from you and helping you secure a brighter financial future.
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, United States -
Pine Grove Financial Group
● ClosedPine Grove Financial Group is a leading finance institution located at 13100 Wayzata Boulevard in Minnetonka, Minnesota, United States. Specializing in providing a wide range of financial services, including investment management, retirement planning, and wealth management, Pine Grove Financial Group is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Pine Grove Financial Group is the trusted partner for individuals and businesses seeking expert financial guidance.
13100 Wayzata Blvd #300, Minnetonka, MN 55305, United States -
Crossroads Financial Group
● ClosedCrossroads Financial Group, located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, is a finance institution dedicated to helping individuals achieve their financial goals and plan for retirement. Our team offers personalized, relationship-based financial advice to give you the confidence to move forward at any crossroads in life. We prioritize helping you see the complete picture with comprehensive planning solutions tailored to your needs. Our team operates like a family and we welcome you to join us on your financial journey. Schedule a meeting with us to discuss where you want to go and how we can help you get there. As an investment advisory service offered through Thrivent Advisor Network, LLC, we adhere to principled investing practices to safeguard your assets and provide transparent services. Visit our website for more information on our services, fees, and expenses.
10900 Wayzata Blvd UNIT 220, Minnetonka, MN 55305, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a strong focus on providing personalized financial planning and investment management services, they are dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers expert guidance and tailored solutions to help clients navigate the complexities of the financial world with confidence and peace of mind. Trust Edelman Financial Engines to provide you with the tools and strategies needed to secure a stable and prosperous financial future.
10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, United States -
Strategic Financial Concepts
● ClosedStrategic Financial Concepts is a finance institution located at 6465 Wayzata Boulevard in St. Louis Park, Minnesota, United States. Our team of financial experts is dedicated to providing strategic financial planning and advice to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our experienced professionals are here to help you navigate the complexities of the financial world. Trust Strategic Financial Concepts to provide you with the personalized guidance and support you need to secure your financial future.
6465 Wayzata Blvd Suite 350, St Louis Park, MN 55426, United States -
Guardian Wealth Strategies Fiduciary & Financial Planning
● ClosedGuardian Wealth Strategies Fiduciary & Financial Planning is a top independent investment firm located in Minneapolis, Minnesota. Our team of licensed professionals offers fiduciary advice that always prioritizes your best interests, along with expert plan design and execution to help individuals and nonprofits achieve their investment goals. We go beyond simple asset management to specialize in integrated financial planning, coordinating investments, taxes, estate planning, and insurance to help you achieve better outcomes. As a firm committed to remaining independent and conflict-free, we believe in building professional partnerships based on transparency and trust. With no proprietary funds, no revenue sharing, and no conflicts of interest, you can have confidence in the advice and plans offered by our team of experts. Experience the difference of working with a fiduciary by scheduling a no-obligation Discovery Meeting either via phone, Zoom, or in-person to learn more about how we can help you on your path to financial success.
6465 Wayzata Blvd Suite 230, Minneapolis, MN 55426, United States -
LPL Financial
● ClosedLPL Financial is a leading financial institution located at 5775 Wayzata Boulevard in Minneapolis, Minnesota, United States. Specializing in finance, LPL Financial offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced professionals, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future.
5775 Wayzata Blvd #700, Minneapolis, MN 55416, United States -
KeyLin Advisors
● ClosedKeyLin Advisors is a leading accounting and finance institution located at 5775 Wayzata Boulevard in Minneapolis, Minnesota, United States. With a team of experienced professionals, KeyLin Advisors offers a wide range of financial services including tax preparation, audit assistance, financial planning, and consulting. Whether you are an individual or a business, KeyLin Advisors is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals.
5775 Wayzata Blvd #700, Minneapolis, MN 55416, United States -
Rita Wilczek Financial
● ClosedRita Wilczek Financial is a reputable finance institution located at 5353 Wayzata Boulevard in Minneapolis, Minnesota, United States. With a commitment to providing top-notch financial services, our team of experts offers personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Rita Wilczek Financial is dedicated to helping you secure your financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.
5353 Wayzata Blvd UNIT 203, Minneapolis, MN 55416, United States -
Burdette Consulting LLC - Accountants and Tax Advisors
● ClosedBurdette Consulting LLC is a reputable firm of Accountants and Tax Advisors located at 5775 Wayzata Boulevard in St. Louis Park, Minnesota, United States. With a focus on accounting and finance services, our team of experts provides personalized solutions to help individuals and businesses navigate the complexities of managing their finances. Whether you need assistance with tax planning, bookkeeping, or financial consulting, our dedicated professionals are here to help you achieve your financial goals. Trust Burdette Consulting LLC to provide reliable and efficient services to meet your accounting and tax needs.
5775 Wayzata Blvd #700, St Louis Park, MN 55416, United States -
The Wayzata Bay Group - Morgan Stanley
● OpenThe Wayzata Bay Group - Morgan Stanley is a leading financial institution located in the heart of downtown Minneapolis, Minnesota. As part of the prestigious Morgan Stanley brand, our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer personalized solutions tailored to each client's unique needs. Visit us at 225 South 6th Street to learn more about how we can help you secure your financial future.
225 South 6th St Ste 5300, Minneapolis, MN 55402, United States -
Lurie Wealth Advisors
● OpenLurie Wealth Advisors is a premier financial institution located at 2501 South Wayzata Boulevard in Minneapolis, Minnesota, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on long-term growth and financial security, we offer a comprehensive range of services including investment planning, retirement planning, estate planning, and more. Trust Lurie Wealth Advisors to provide expert guidance and support as you navigate the complexities of the financial world.
2501 S Wayzata Blvd, Minneapolis, MN 55405, United States -
Edward Jones - Financial Advisor: Bryan D Nobs
● OpenEdward Jones - Financial Advisor: Bryan D Nobs is a reputable financial institution located at 3600 Shoreline Drive in Wayzata, Minnesota, United States. As a skilled and experienced financial advisor, Bryan D Nobs provides personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Bryan D Nobs can provide expert advice and guidance to help you make informed financial decisions. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Bryan D Nobs is a trusted partner in helping individuals and families secure their financial future.
3600 Shoreline Dr, Wayzata, MN 55391, United States -
Edward Jones - Financial Advisor: Paul A Affeldt
● OpenEdward Jones - Financial Advisor: Paul A Affeldt is a reputable finance institution located at 3600 Shoreline Drive in Wayzata, Minnesota, United States. With years of experience in the financial industry, Paul A Affeldt offers personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Paul A Affeldt can provide expert guidance and support. Visit Edward Jones - Financial Advisor: Paul A Affeldt today to start building a secure financial future.
3600 Shoreline Dr, Wayzata, MN 55391, United States -
Michael Marston - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Marston, a Financial Advisor at Ameriprise Financial Services, LLC, located at 701 Lake Street East in Wayzata, Minnesota, offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. With regular meetings to review and analyze your progress, update your approach as life changes, and track your progress towards your goals, Michael is committed to helping you achieve financial success. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website, and Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is available for your reference.
701 Lake St E Ste 290, Wayzata, MN 55391, United States -
Joe Falldin - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoe Falldin is a financial advisor at Ameriprise Financial Services, LLC located at 701 Lake Street East, Wayzata, Minnesota, United States. Joe Falldin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Chartered Advisor in Philanthropy® (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®. Joe Falldin specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and a commitment to ongoing education, Joe Falldin is dedicated to helping clients achieve their financial goals and secure their financial future.
701 Lake St E Ste 290, Wayzata, MN 55391, United States -
Edward Jones - Financial Advisor: Corby Serk, CFP®
● ClosedEdward Jones - Financial Advisor: Corby Serk, CFP® is a reputable financial institution located at 18285 Minnetonka Boulevard in Wayzata, Minnesota, United States. As a Certified Financial Planner (CFP®), Corby Serk offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future.
18285 Minnetonka Blvd E, Wayzata, MN 55391, United States -
Ellie Mouw - RBC Wealth Management Financial Advisor
● ClosedEllie Mouw is a dedicated financial advisor at RBC Wealth Management, located at 641 Lake Street East in Wayzata, Minnesota. With a strong background in finance and a commitment to helping clients achieve their financial goals, Ellie provides personalized guidance and expert advice to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Ellie Mouw is here to provide you with the guidance and support you need to make informed financial decisions. Contact Ellie Mouw at RBC Wealth Management today to schedule a consultation and start planning for a brighter financial future.
641 Lake St E Suite 230, Wayzata, MN 55391, United States
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