TOP 30 Best Financial advisors for investments in Minnesota
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American National Bank
● ClosedAmerican National Bank is a trusted institution located at 903 Washington Avenue South, Minneapolis, Minnesota, United States. We offer a range of financial services including ATM access, banking, and finance options. Our mortgage experts are ready to assist you in finding the best loan options and planning your down payment to create a better way home. At American National Bank, we prioritize your best interest with special offers available on money markets and CDs to help you grow your money faster. With over 165 years of experience as a stable and safe partner, we are confident in meeting your financial needs now and in the future.
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Paul Hofslien - Raymond James
● OpenPaul Hofslien - Raymond James is a finance institution located at 4719 Park Nicollet Avenue Southeast in Prior Lake, Minnesota, United States. Specializing in financial services, the institution provides expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Paul Hofslien - Raymond James is committed to providing top-notch financial planning and investment strategies for individuals and businesses alike. Visit their office today to learn more about how they can help you secure your financial future.
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LoCorr Funds
● ClosedLoCorr Funds, located at 687 Excelsior Boulevard in Excelsior, Minnesota, is a finance institution that specializes in driving better portfolio outcomes with low-correlating solutions. With 20 years of experience, they are leaders in delivering strategies that provide diversification to traditional investments. They offer a family of mutual funds and expertise in blending low-correlation investment products to help investors achieve their financial goals in today's complex investment environment. Their blended solutions combine mutual funds to form sleeves, with liquid mutual funds designed to produce returns independently of stocks and bonds. They address the valuation dislocation between small cap and large cap stocks, offering investors access to strategies used by institutions for decades. Their goal is to help investors diversify for better investment outcomes, while emphasizing the importance of carefully considering the risks and expenses involved in mutual fund investing.
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John A Anderson - Raymond James
● OpenJohn A Anderson - Raymond James is a finance institution located at 3340 Northdale Boulevard Northwest in Coon Rapids, Minnesota, United States. With a strong reputation for providing personalized and comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management strategies, we are here to provide top-notch service and guidance. Visit us today to see how we can help you secure your financial future.
3340 Northdale Blvd NW Suite 110, Coon Rapids, MN 55448, United StatesAdvertisements -
Zigler & Associates
● ClosedZigler & Associates is a finance institution located at 11670 Fountains Drive, Suite 200 in Maple Grove, Minnesota, United States. With over 30 years of financial planning experience, we offer personalized plans to help stabilize your financial future and meet your goals. As fiduciary advisors, we always act in our clients' best interests. Backed by America's largest independent broker/dealer, LPL Financial, we are committed to providing top-notch service and customer satisfaction. Voted as the 2018 Readers' Choice Award Winner for "Best Financial Planner/Investment Firm," we are dedicated to helping our clients achieve financial success. Schedule a complimentary consultation with us today and receive 25% off our fees and services when you schedule online. Securities and advisory services are offered through LPL Financial, and our Registered Representatives can assist residents in various states. Contact us today to start managing your financial future with Zigler & Associates.
11670 Fountains Dr Suite 200, Maple Grove, MN 55369, United States -
Robert Jackson - Thrivent
● ClosedRobert Jackson - Thrivent is a finance institution located at 1889 Station Parkway Northwest, Anoka, Minnesota, United States. Licensing for financial services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services 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 offered through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.
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Sterling Retirement Resources
● ClosedSterling Retirement Resources is a leading finance institution located at 120 Broadway Avenue South in Wayzata, Minnesota, United States. Specializing in retirement planning and wealth management, our expert advisors provide personalized strategies to help clients achieve their financial goals for their golden years. With a focus on long-term growth and security, Sterling Retirement Resources is dedicated to helping individuals navigate the complexities of retirement planning with confidence and peace of mind. Contact us today to start building a solid financial foundation for your future.
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Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a leading finance institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. With a focus on providing personalized financial solutions for high-net-worth individuals, Baird Private Wealth Management offers a wide range of wealth management services, including investment management, financial planning, and estate planning. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. Visit Baird Private Wealth Management today to learn more about how they can help you manage and grow your wealth.
601 Carlson Pkwy Suite 950, Minnetonka, MN 55305, United States -
Cresset
● ClosedCresset is a finance institution located at 701 Carlson Parkway in Minnetonka, Minnesota, United States. They specialize in reinventing family office and private wealth management, offering goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As an independent firm, Cresset adheres to strict SEC regulations and operates with True Fiduciary® Standards, ensuring that client interests come first. They provide direct access to institutional-quality private investments and do not have hidden costs or fees. Cresset has received recognition for their services from Barron's and SHOOK Research, showcasing their commitment to excellence. Cresset Capital Management, along with its subsidiaries and affiliates, offers investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services for investment vehicles focusing on private equity, real estate, and other opportunities.
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Dougherty Multi-Family Office | Trust Company
● ClosedDougherty Multi-Family Office | Trust Company, located at 861 Lake Street North in Wayzata, Minnesota, is a finance institution dedicated to serving families. With a values-oriented approach, they strive to simplify and manage wealth in ways that enhance the lives of their clients today while also building a legacy for tomorrow. Their process is thoughtful and engaging, starting with listening to their clients and working alongside them to implement and monitor their financial position. Dougherty understands that wealth is more than just money - it is a reflection of values and the foundation for a family's future.
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Luke Turnquist - Thrivent
● ClosedLuke Turnquist - Thrivent is a finance institution located at 1889 Station Parkway Northwest, Andover, Minnesota, United States. With a passion for helping individuals achieve their financial goals, Luke Turnquist offers services such as retirement planning, college savings, and post-college financial foundation building. Partnered with the experienced Cornerstone Group, Luke Turnquist is dedicated to listening, understanding, and guiding clients along their financial journey. Licensing information can be obtained through the State Insurance Department's website. Thrivent and its financial professionals focus on providing advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, which offers written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and investment advisory services offered through Thrivent Investment Management Inc.
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GPS Wealth Management, LLC - Jim Goodland Team
● ClosedGPS Wealth Management, LLC - Jim Goodland Team is a reputable finance institution located at 3340 Annapolis Lane North in Plymouth, Minnesota, United States. With a focus on providing top-notch wealth management services, the team led by Jim Goodland offers personalized financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the experienced professionals at GPS Wealth Management, LLC - Jim Goodland Team are dedicated to helping you secure your financial future. Trustworthy, reliable, and client-focused, this institution is committed to providing excellent service and guidance to clients in the Plymouth area and beyond.
3340 Annapolis Ln N STE B, Plymouth, MN 55447, United States -
Work Optional Inc.
● ClosedWork Optional Inc. is a finance institution located at 3360B Annapolis Lane North, Plymouth, Minnesota, United States. Our mission is to help individuals achieve financial freedom and independence through strategic planning and investment solutions. Whether you are looking to retire early, start a business, or simply build wealth for the future, our team of experienced professionals is here to assist you every step of the way. Contact us today to learn more about how Work Optional Inc. can help you reach your financial goals.
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Daniel Larson - Thrivent
● ClosedDaniel Larson - Thrivent is a finance institution located at 9220 Bass Lake Road, New Hope, Minnesota, United States. With licenses in several states including AR, FL, MN, ND, PA, and WI, the institution offers insurance products, securities, and investment advisory services. Thrivent provides advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent, the marketing name for Thrivent Financial for Lutherans, is committed to helping clients navigate their financial situations. 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 on professional designations and requirements, visit Thrivent's website or FINRA's Broker Check. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those matters.
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Josh Malwitz - Thrivent
● ClosedJosh Malwitz - Thrivent is a finance institution located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. We offer financial guidance tailored to your specific goals and values. Our licensed professionals operate in multiple states including AZ, FL, IA, IL, MN, NC, ND, NY, SD, TN, TX, and WI. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. We provide advice and guidance through our Financial Planning Framework, which includes a thorough review and analysis of your financial situation.
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Veritec Inc.
● ClosedVeritec Inc. is a reputable finance institution located at 2445 Winnetka Avenue North in Golden Valley, Minnesota, United States. With a strong focus on providing reliable financial solutions, Veritec Inc. offers a wide range of services including investment management, wealth planning, and financial consulting. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Veritec Inc. is committed to providing personalized and strategic financial advice to meet your needs.
2445 Winnetka Ave N STE 201, Golden Valley, MN 55427, United StatesAdvertisements -
Scott Wardell - Thrivent
● OpenScott Wardell - Thrivent is a finance institution located at 6542 Regency Lane in Eden Prairie, Minnesota, United States. Specializing in financial planning, investment strategies, and insurance solutions, our team at Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and a commitment to ethical practices, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to protect your assets, Scott Wardell - Thrivent is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.
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401k Plan Professionals
● Closed401k Plan Professionals is a finance institution located at 7400 Metro Boulevard in Edina, Minnesota, United States. As a women-owned business specializing in company retirement plans, our team is dedicated to empowering you and your employees to achieve your financial goals. Let's work together to secure your future. Contact us at (952) 835-4485 or email Jessica.Ballin@LPL.com for more information. Securities are offered through LPL Financial, member FINRA / SIPC, and investment advisory services are provided through Global Retirement Partners (GRP), a registered investment advisor separate from LPL Financial. Our team is here to help residents of various states including AZ, CA, GA, IA, IL, IN, KY, MA, MN, NC, ND, NV, NY, OH, OR, PA, TX, WA, WI, and WV.
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Pinnacle Planning
● OpenPinnacle Planning is a premier financial institution located at 9121 Baltimore Street Northeast in Blaine, Minnesota. Our team of expert financial advisors is dedicated to providing personalized financial planning services to help our clients reach their financial goals and secure their future. Whether you are looking to invest, save for retirement, or plan for your children's education, Pinnacle Planning is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
9121 Baltimore St NE, Blaine, MN 55449, United StatesAdvertisements -
Chris Sipe - Thrivent
● ClosedChris Sipe - Thrivent is a financial institution located at 7900 Xerxes Avenue South in Bloomington, Minnesota, United States. Specializing in financial planning and investment services, Chris Sipe - Thrivent offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing sound financial advice, the team at Chris Sipe - Thrivent is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Chris Sipe - Thrivent can help you navigate the complexities of the financial world with confidence.
7900 Xerxes Ave S Ste. 1750, Bloomington, MN 55431, United States -
Walter Pickup
● OpenWalter Pickup is a reputable finance institution located at 350 Burnsville Parkway in Burnsville, Minnesota, United States. With a commitment to providing top-notch financial services, Walter Pickup offers a wide range of financial products and solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Walter Pickup is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
350 Burnsville Pkwy, Burnsville, MN 55337, United States -
LGM Wealth Management
● ClosedLGM Wealth Management is a leading finance institution located at 1650 West 82nd Street in Bloomington, Minnesota, United States. Our experienced team of financial experts provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, LGM Wealth Management is dedicated to providing tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you secure your financial future.
1650 W 82nd St #650, Bloomington, MN 55431, United StatesAdvertisements -
Mike Branch, CFP
● ClosedMike Branch, CFP is a financial institution located at 1300 Godward Street Northeast in Minneapolis, Minnesota, United States. Specializing in financial planning and investment management, Mike Branch offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with retirement planning, estate planning, or investment strategies, the team at Mike Branch, CFP is dedicated to providing top-notch service and guidance. Visit their convenient location for all your financial needs.
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Timothy Van Rooy - Thrivent
● ClosedTimothy Van Rooy - Thrivent is a finance institution located at 100 Village Center Drive in North Oaks, Minnesota, United States. Specializing in financial services, Timothy Van Rooy - Thrivent offers a range of products and solutions to help individuals and families achieve their financial goals. With a focus on providing personalized advice and guidance, this institution is committed to helping clients make informed decisions about their finances. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Timothy Van Rooy - Thrivent is dedicated to helping you navigate the complexities of the financial world.
100 Village Center Dr Ste. 250, North Oaks, MN 55127, United States -
Eva Stukenberg - Thrivent
● ClosedEva Stukenberg - Thrivent is a finance institution located at 880 Sibley Memorial Highway in Mendota Heights, Minnesota. Specializing in empowering women to grow with confidence and clarity, the institution is licensed in multiple states including AZ, CO, FL, IA, IL, LA, MN, MO, SC, TX, and WI. At Eva Stukenberg - Thrivent, clients are provided with personalized financial planning services to help them navigate life's transitions and achieve their goals. The institution believes in helping individuals, families, and communities thrive by making the most of their resources. Thrivent offers insurance products and investment advisory services through its subsidiary Thrivent Investment Management Inc. Clients can choose to further their planning engagement with Dedicated Planning Services for a fee. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are advised to consult their own professionals for such matters. To learn more about the institution and its services, visit their website or contact a licensed financial advisor.
880 Sibley Memorial Hwy STE 101, Mendota Heights, MN 55118, United StatesAdvertisements -
Anne Kersten - Thrivent
● ClosedAnne Kersten - Thrivent is a finance institution located at 880 Sibley Memorial Highway in Mendota Heights, Minnesota, United States. The institution offers licensing through the State Insurance Department's website, with further information available through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and recommend consulting with an attorney or tax professional for such services. Thrivent provides financial advice and guidance through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee.
880 Sibley Memorial Hwy STE 101, Mendota Heights, MN 55118, United States -
PJF Tax
● ClosedPJF Tax is a premier tax preparation and planning practice located in Plymouth, Minnesota, serving the Twin Cities and surrounding suburbs. Specializing in high-income and high net worth situations, our team of trusted advisors is dedicated to providing integrated tax planning and preparation services for individuals and families. As your trusted tax advisor, we aim to not only prepare your return, but to identify tax planning opportunities that save, preserve, and grow your wealth. Our unique approach focuses on planning around your specific situation and needs, ensuring that your tax preparation aligns with your overall financial goals.
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Fox and Fox, LLC
● ClosedFox and Fox, LLC is a reputable accounting and finance institution located at 715 Florida Avenue South in Golden Valley, Minnesota, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Fox and Fox, LLC offers personalized solutions to help clients achieve their financial goals. Their commitment to excellence and customer satisfaction sets them apart in the industry.
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FRANCISCO CARBAJAL INCOME TAX
● OpenFrancisco Carbajal Income Tax is a reputable financial institution located at 299 Coon Rapids Boulevard Northwest in Coon Rapids, Minnesota, United States. Specializing in income tax services, the institution offers expert guidance and assistance with tax preparation, filing, and planning for individuals and businesses. With a team of knowledgeable professionals, Francisco Carbajal Income Tax is committed to providing reliable and personalized financial solutions to meet the unique needs of each client. Whether you are looking to maximize your tax return or minimize your tax liability, this institution is dedicated to helping you achieve your financial goals.
299 Coon Rapids Blvd NW SUITE 210, Coon Rapids, MN 55433, United States -
Cummings, Keegan & Co., P.L.L.P.
● ClosedCummings, Keegan & Co., P.L.L.P. is a trusted accounting and finance institution located at 7570 147th Street West in Apple Valley, Minnesota, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, they strive to help their clients achieve their financial goals. With a commitment to excellence and personalized service, Cummings, Keegan & Co., P.L.L.P. is dedicated to helping their clients navigate the complexities of the financial world with confidence.
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