Financial advisor recommendations in Minneapolis, Minnesota

Sona Wealth Advisors is a finance institution located at 200 Southdale Center in Edina, Minnesota, United States. We specialize in Fee-Only Financial Planning & Investing for clients in Chanhassen, MN, the greater metro area of Minneapolis, and virtually. Our clients have provided testimonials, each giving permission for publication, and no client has been compensated for their feedback. We are a registered investment adviser (RIA) offering advisory services in Minnesota and other exempt jurisdictions. Our team at Sona Wealth, Sona Wealth Advisors, and Sona Wealth Management is dedicated to providing personalized investment advice, with a focus on individual client outcomes. For more information, please visit BrokerCheck & ADV at https://brokercheck.finra.org, or contact us directly for additional details. Please note that all information on our website is for informational purposes only, and we recommend discussing any ideas or strategies with an advisor before implementation.

Robert John Harris - Ameriprise Financial Services, Inc. is a finance institution located at 3200 Main Street Northwest, Minneapolis, Minnesota, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. They offer investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update approaches, and track goals. Clients can access their investments and accounts from any device securely. The institution helps clients with retirement planning, education savings, major purchases, and more. Risk tolerance is discussed to determine appropriate investment strategies. Ameriprise financial advisors are registered in certain U.S. states only. The institution cannot guarantee future financial results. Privacy and security measures are in place to protect client information. Feel free to refer friends or family members to help them achieve their financial goals.

Sona Wealth Advisors is a finance institution located at 1600 Utica Avenue South in St. Louis Park, Minnesota, United States. We provide Fee-Only Financial Planning & Investing services for clients in Chanhassen, MN, the greater metro area of Minneapolis, and virtually. Our testimonials are provided by current clients who have given permission for their feedback to be published. We do not compensate clients for testimonials, and each client's outcomes are personal and unique. Sona Financial, LLC is a registered investment adviser offering advisory services in Minnesota and other exempt jurisdictions. Our website is not a solicitation for investment advisory services in other jurisdictions unless permitted by law. We provide personalized investment advice only after complying with jurisdiction requirements. Our firm believes in providing accurate and reliable information, and we recommend discussing all information with a financial advisor, accountant, or legal counsel before implementation.

Mike Huberty is a Client Support Associate at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. He is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. The institution offers financial planning consultations to discuss what is most important to clients, although no written analysis or recommendations are provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the website are bound by the Ameriprise Financial Website Rules and Regulations. Clients can refer friends or family members to help them achieve their financial goals, with the assurance that they will be contacted soon. The institution also provides information on corporate entities, disclosures, privacy and security, and protection against email fraud.

Massimo Lonetti is a Client Support Associate at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. As a finance institution, Massimo Lonetti can only conduct securities business with residents of states in which he is properly registered. The initial consultation at Ameriprise Financial provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping clients achieve their financial goals. Clients can expect to receive personalized support and guidance from Massimo Lonetti as they work towards their financial objectives. Members of Ameriprise Financial Services, LLC are bound by the terms of the website rules and regulations, ensuring a secure and reliable experience for all users. Clients can rest assured that their financial information is protected through the Privacy and Security Center, Online Security Guarantee, and measures against email fraud. Contact Ameriprise Financial Services, LLC today to discuss your financial needs and start planning for a secure future.

Ameriprise Personal Advisor Team at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States, is a finance institution dedicated to helping clients achieve their financial goals. With an award-winning goal tracking tool, they provide personalized investment recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts from any device and securely share information with the team. The institution offers complimentary initial consultations to discuss financial planning concepts and potential strategies. Ameriprise financial advisors are registered to do business in certain U.S. states and clients can find more information on their personal websites or through FINRA's BrokerCheck website. The institution emphasizes privacy and security, adhering to strict rules and regulations to protect client information. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can refer friends or family members to the institution for assistance in achieving their financial goals.

Matthew Dravis is a Client Support Associate at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. He is registered to conduct securities business in certain states and encourages individuals to check FINRA's BrokerCheck website for more information. The institution offers financial planning consultations to discuss clients' priorities and goals, although no written analysis or recommendations are provided during the initial meeting. While Ameriprise Financial cannot guarantee future financial results, they are committed to helping individuals achieve their financial objectives. The institution emphasizes the importance of privacy and security, and clients agree to abide by the terms outlined in the Ameriprise Financial Website Rules and Regulations. Referrals are welcomed, and Dravis looks forward to assisting friends and family members in reaching their financial goals.

Raymond James Financial Services, located at 3300 Edinborough Way in Edina, Minnesota, is a trusted finance institution that can help you navigate the complexities of managing your money. Our team of financial advisors in Minneapolis/St. Paul are dedicated to safeguarding your financial interests and helping you achieve your goals. As fee-only fiduciaries, we provide comprehensive financial planning services that cover tax planning, investment strategies, estate planning, retirement planning, and more. We believe in building long-term relationships with our clients, understanding their unique preferences and priorities to provide personalized, high-touch service. Whether you are a woman with substantial financial resources facing a life transition or someone looking to leave a meaningful legacy, we are here to empower you to make informed financial decisions that align with your values.

Jareese Williams Jr is a Client Support Associate at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. This finance institution offers services to residents in states where the advisor is properly registered. They provide consultations on financial planning concepts, although written analysis and recommendations are not included. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can refer friends or family members to help them achieve their financial goals, with the assurance that they will be contacted soon. The institution follows strict website rules and regulations, prioritizes privacy and security, and provides an Online Security Guarantee.

Ameriprise Lower Midwest Team - Ameriprise Financial Services, LLC is a finance institution located in Minneapolis, 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. The institution offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends or family members to help them achieve their financial goals. Privacy and security measures are in place to protect client information. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Ameriprise Pacific Team - Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, and major purchases, we provide investment recommendations and portfolio management tailored to your needs. Our team documents your goals, regularly reviews your progress, and adjusts your approach as life changes. You can easily access your investments and track your progress towards your goals from any device. Schedule a complimentary initial consultation to learn how we can help you achieve your financial objectives. Our financial advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Visit our website for important disclosures, rules, and regulations. Trust us to help your friends and family members reach their financial goals as well. Contact us today to discuss what's most important to you.

Ameriprise South Atlantic Team, part of Ameriprise Financial Services, LLC, is a finance institution located in Minneapolis, Minnesota, United States. With a focus on individual goals and personal risk tolerance, we provide investment, asset allocation, and portfolio recommendations to help you achieve financial success. Our team will document your goals, regularly review your progress, and adapt your approach as life changes. Through secure online access, you can track your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our financial advisors are registered to do business in specific U.S. states, so please refer to their personal website or FINRA's BrokerCheck for more information. Contact us today to discuss what matters most to you and begin your journey towards financial security. Please note that the initial consultation provides an overview of financial planning concepts and does not include written analysis or recommendations. While we cannot guarantee future financial results, we are dedicated to helping you achieve your goals. Trust Ameriprise Financial Services, LLC, a member of FINRA and SIPC, to guide you on your financial journey.

Braden McIlvain is a Client Support Associate at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States. As a finance institution, Braden McIlvain can only conduct securities business with residents of certain states where they are properly registered. The institution offers consultations to discuss financial planning concepts, although no written analysis or recommendations will be provided during the initial meeting. Ameriprise Financial cannot guarantee future financial results. Users of the institution's website must adhere to the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated, and Braden McIlvain looks forward to helping friends and family members achieve their financial goals. The institution prioritizes privacy and security, with information available on their website regarding rules and regulations, online security guarantees, and protection against email fraud.

Ryan Sachsenmaier is a Client Support Associate at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. As a finance institution, Ryan Sachsenmaier may only conduct securities business with residents of states in which the advisor is properly registered. The institution offers an initial consultation to discuss financial planning concepts, although written analysis and/or recommendations are not provided during this meeting. Ameriprise Financial cannot guarantee future financial results. Users of the site are bound by the terms of the Ameriprise Financial Website Rules and Regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. The institution values referrals and aims to help friends and family members achieve their financial goals. The Privacy and Security Center, Online Security Guarantee, and information about email fraud are available on the institution's website.

Tommy Taylor is a Client Support Associate at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. Tommy Taylor can only conduct securities business with residents of states in which he is properly registered. The initial consultation with Tommy Taylor provides an overview of financial planning concepts, although no written analysis or recommendations will be provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect a high level of privacy and security when working with Tommy Taylor and Ameriprise Financial. Feel free to refer friends or family members to Tommy Taylor for help in achieving their financial goals. Your referrals will be contacted soon.

Brent Cook - Client Support Associate at Ameriprise Financial Services, LLC, located in Minneapolis, Minnesota, United States, offers securities business services to residents of properly registered states. The institution provides an initial consultation on financial planning concepts, although no written analysis or recommendations are provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC, and users of the site must agree to the Ameriprise Financial Website Rules and Regulations. Clients can refer friends or family members to help them achieve their financial goals, with the assurance that they will be contacted soon. The institution also emphasizes privacy and security through its Privacy and Security Center, Online Security Guarantee, and information on email fraud.

Max Rottjakob is a Client Support Associate at Ameriprise Financial Services, LLC located in Minneapolis, Minnesota, United States. Specializing in finance, Max offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, Max helps clients track their financial goals securely from any device. Clients can schedule a complimentary initial consultation to discuss retirement, education, major purchases, and more. Max Rottjakob is registered to conduct securities business in select states listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC emphasizes privacy and security, offering online resources and guarantees for protection against email fraud. Clients can refer friends and family to Max for assistance in achieving their financial goals.

Davina Baldwin - State Farm Insurance Agent is located at 6262 Boone Avenue North in Brooklyn Park, Minnesota. Situated in the Cherokee Center at the corner of Boone and 63rd Ave N, Davina Baldwin and her team are dedicated to helping you make 2024 a great year. With over 30 years of experience in the insurance industry, Davina graduated from Le Moyne College with a BS in Business and Marketing. She has received numerous State Farm awards and has been voted MN Women's Press Favorite Agent multiple times. At Davina Baldwin - State Farm Insurance Agent, they offer a wide range of insurance and financial services, including Auto Insurance, Life Insurance, Health Insurance, Business Insurance, Homeowners and Renters Insurance, as well as Retirement Planning and College Planning. They are committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams.

Selina Martire - State Farm Insurance Agent is a health insurance agency located at 4020 Minnehaha Avenue in Minneapolis, Minnesota, United States. Selina Martire offers a range of insurance services including auto insurance, homeowner's insurance, renter's insurance, life insurance, boat insurance, business insurance, and financial services. Selina Martire started her agency in January of 2017 and is dedicated to providing the right protection for her customers. She is actively involved in the community, supporting causes such as the American Cancer Society and Girls On The Run. Selina Martire and her team are committed to helping customers navigate insurance and financial services to prepare for life's unforeseen challenges. Whether you prefer to connect via phone, online, text, or in person, Selina Martire welcomes you to reach out to her remarkable team for all your insurance needs. With a mission to be your first choice for insurance and financial services, Selina Martire - State Farm is here to help you manage the risks of everyday life, recover from the unexpected, and realize your dreams. Please note that neither State Farm nor its agents provide tax or legal advice, so it's recommended to consult a tax or legal advisor for personalized advice.

North Star Resource Group is a finance and insurance agency located at 2701 University Avenue Southeast in Minneapolis, Minnesota, United States. With over 170 associates nationwide, we offer personalized financial services to help you achieve financial security. Our step-by-step tool matches you with a financial professional who understands your values and priorities. From life insurance to investments to business solutions, our specialists are dedicated to your complete financial health. We offer comprehensive services tailored to your career and lifestyle, addressing specific questions and making recommendations based on your needs and options. Our commitment to excellence has earned us recognition, including awards for growth and workplace culture. Join us at North Star Resource Group and let our team help you thrive financially.

Laurel Wealth Planning is a finance institution located at 3300 Edinborough Way, Edina, Minnesota, United States. If you have worries about managing your money, our team of financial advisors in Minneapolis/St. Paul can help you feel more confident about your choices. As full-service, fee-only fiduciaries, we prioritize your financial interests and goals, offering comprehensive financial plans that cover tax planning, investment strategies, estate planning, retirement planning, and more. We strive to build long-term relationships with our clients, understanding their preferences, priorities, and passions to provide high-touch service and a holistic approach to financial planning. Our clients, many of whom are women with substantial financial resources, trust us to navigate life transitions and empower them to leave a meaningful legacy aligned with their values.

Aaron Jones - Thrivent is a finance institution located at 3001 Broadway Street Northeast in Minneapolis, Minnesota, United States. The institution is licensed in multiple states including CA, MA, MN, NV, NY, and WI. If you are looking to pursue your lifelong dreams while also supporting causes you care about, the team at Gathering Waters Financial Group can provide the guidance you need. With a focus on your goals and values, they leverage their industry expertise to help you create a secure financial future.

Associated Bank is a financial institution located at 733 South Marquette Avenue in Minneapolis, Minnesota, United States. As a bank, we offer a wide range of deposit and loan products that are subject to credit approval. Our website, Associated Bank Digital, allows customers to access our services online. Please inquire about fees, terms, and conditions for our products. Additionally, we offer non-deposit investment products, insurance, and securities that involve investment risk. It is important to note that these products are not insured by the FDIC or any agency of the United States. Associated Banc-Corp and its affiliates do not provide tax, legal, or accounting advice, so we recommend consulting with your advisors for personalized guidance. Trademarks, service marks, and trade names mentioned belong to their respective owners.

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.

Marcia Alexander - Thrivent is a financial institution located at 3001 Broadway Street Northeast in Minneapolis, Minnesota, United States. The institution is licensed in the states of California, Kansas, and Minnesota. Licensing information can be found on the National Association of Insurance Commissioners website. 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 choose to engage further with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products and investment services. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.