TOP 10 Financial life management in Minnetonka, Minnesota

AdvisorNet Financial is a trusted institution located in Minnetonka, Minnesota, offering a wide range of financial services including insurance agency and wealth management. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance coverage or personalized wealth management strategies, we are here to provide expert guidance and support. Visit us at 110 Cheshire Lane to learn more about how AdvisorNet Financial can help you plan for a brighter financial future.

Thrivent Financial, located at 201 Lake Street East in Wayzata, Minnesota, is a finance and insurance agency dedicated to helping clients reach their financial goals. Specializing in retirement income planning, investment management, and protecting loved ones against the impact of long term care, death, and disability, Thrivent Financial also offers services in charitable giving, college planning, estate strategies, and tax advantage investment strategies. The institution serves Wayzata and surrounding areas such as Plymouth, Minnetonka, Delano, and Golden Valley. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while 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 about Thrivent Financial's services and professional designations, visit their website or FINRA's Broker Check.

Avior Wealth Management, LLC is a finance institution located at 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States. At Avior Wealth Management, we specialize in creating comprehensive and tailored financial plans for residents of Minnetonka, MN, with the goal of helping them achieve their long-term financial objectives. Our team of wealth management professionals work closely with clients to understand their unique goals and design personalized plans that align with their aspirations. We believe in giving your wealth a purpose that reflects the life you want to live, while also helping you navigate an uncertain future and support your loved ones. Our services include tax efficiency enhancement for business owners and individuals, debt reduction strategies, estate planning, and college cash flow planning. With over a century of collective experience, our fiduciary advisors assist Nebraska business owners in maximizing their future value. Our team, including Wealth Advisors Bruce and Nathanael, is dedicated to providing individualized financial planning services in Minnetonka, MN.

Michael Schall is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 16180 Minnesota 7 in Minnetonka, Minnesota, United States. Michael holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a trusted advisor, Michael is dedicated to helping individuals and families navigate their financial goals with integrity and professionalism.

Seth Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12900 Whitewater Drive, Minnetonka, Minnesota, United States. The institution offers a range of certifications and designations for its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning and asset management topics, ensuring that advisors have the knowledge and skills necessary to provide expert advice to clients. The institution is committed to upholding a high standard of ethics and professionalism in the financial industry.

Sarah Houser is a Financial Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. She 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®. Sarah specializes in providing comprehensive financial planning services for individuals and businesses, with expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. She is dedicated to upholding the highest standards of ethics and professionalism in her practice.

Reese J Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. The institution offers a range of certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of finance, from asset management to retirement planning, estate planning, and investment management. With a focus on ethical practices and real-world application, Reese J Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses.

Damian Nold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12900 Whitewater Drive in Minnetonka, Minnesota, United States. Damian Nold holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution offers a wide range of services to help individuals with asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Damian Nold is dedicated to providing expert financial advice and guidance to clients, ensuring they make informed decisions for their financial future.

Steven N Brandt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. Steven N Brandt holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven N Brandt's expertise in various areas of finance such as asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Steven N Brandt is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Jirak & Associates - Ameriprise Financial Services, LLC is a finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. Ameriprise Financial was recognized as one of Investor’s Business Daily’s 2022 Most Trusted Wealth Managers. They offer comprehensive financial advice and a wide range of solutions to help clients live brilliantly now and in the future. With a focus on serving clients' interests, they prioritize providing top-notch service. Their financial advisors are registered to do business in certain U.S. states and can be found on FINRA's BrokerCheck website. They offer initial consultations to discuss financial planning concepts and help determine an appropriate investment strategy based on individual risk tolerance. Ameriprise Financial cannot guarantee future financial results, but they strive to help clients achieve their financial goals. Clients can expect personalized attention and expert advice from Ameriprise Financial Services, LLC.

Alan Fleischauer is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Alan specializes in providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to upholding a high standard of ethics and professionalism in the field of finance, ensuring that his clients receive the best possible guidance for their financial needs.

Kyle Laube - Financial Advisor, Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers a wide range of financial services to individuals. Kyle Laube holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Kyle Laube is dedicated to helping clients navigate complex financial decisions and achieve their financial goals. Whether you are planning for retirement, managing investments, or preparing for major life events, Kyle Laube can provide the guidance and expertise needed to secure your financial future.

TreeLine Wealth Management - Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, is a finance institution dedicated to helping clients achieve their financial goals. The TreeLine Wealth Management Team has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The team at TreeLine Wealth Management believes in a holistic approach to financial planning, focusing on what is most important to each client, whether it be retirement, education, or a major purchase. They provide regular reviews and updates to ensure that strategies align with changing life circumstances.

John Erlandson - State Farm Insurance Agent is a top-tier insurance agency located at 17917 Minnesota 7, Minnetonka, Minnesota, United States. John Erlandson, a lifelong Minnesotan, is dedicated to providing excellent customer service in insurance and financial services. As a family-oriented individual, John understands the importance of protecting what matters most in life. With over a decade of experience with State Farm, John offers a wide range of products to safeguard your auto, home, life, business, income, and more. He also provides guidance on retirement planning from a holistic perspective. John works with real estate agents, investors, landlords, tenants, and new drivers to ensure they have the right insurance coverage in place. He is known for his expertise and top-notch customer service, making him a top-reviewed agent for the largest insurer in Minnesota. Whether you need help with auto insurance, homeowners insurance, life insurance, or retirement planning, John and his licensed team are here to assist you every step of the way.

Bob Neuberger - State Farm Insurance Agent is an insurance agency located at 1915 Xenium Lane North, Plymouth, Minnesota, United States. Bob Neuberger has been a State Farm Agent since 1997 and is dedicated to providing excellent customer service to policyholders. Specializing in relocations for the West and NW Metro area, Bob can assist with a variety of insurance and financial needs including Auto Insurance, Motorcycle Insurance, Home/Renters/Condo Insurance, Life Insurance, Health Insurance, Flood Insurance, and Business Insurance. Serving the Twin Cities Metro areas, including Plymouth, Wayzata, Minnetonka, and more, Bob is a proud father of three and a passionate sports fan. Whether you need help understanding life insurance, avoiding costly driving mistakes, or managing auto repair costs, Bob Neuberger is here to help. For more information or assistance, please contact Bob Neuberger - State Farm Insurance Agent at (763) 545-5657.

Tom Sauerer - State Farm Insurance Agent is a reputable insurance agency located at 14525 Minnesota 7, Minnetonka, Minnesota, United States. With over 30 years of experience with State Farm Insurance, Tom Sauerer is a trusted State Farm Agent since 1995. His background includes a BS in Accounting from St.Cloud State University and being scouted by the legendary hockey Coach Herb Brooks for the 1980 "Miracle On Ice Hockey Team" and the University of Minnesota. Tom is a Minneapolis metro resident who is actively involved in the Minnetonka community as a youth team sports sponsor and coach. He enjoys music, the arts, the outdoors, and all sports, and takes pride in taking care of his clients. At Tom Sauerer - State Farm Insurance Agent, clients can learn about renters insurance, filing claims, and how to combat rising auto repair costs with DIY maintenance. The institution also offers mobile health monitoring devices and telemedicine for convenient healthcare options. Additionally, they provide information on pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.

Armour Capital is a finance institution located at 18279 Minnetonka Boulevard, Wayzata, Minnesota, United States. The institution is dedicated to providing competitive sustainable advantages and investment strategies to its clients, with a focus on financial protection through the use of insurance to manage life's risks. Armour Capital is driven to success and has built its business through referrals. The institution offers securities and advisory services through Ausdal Financial Partners Inc., a registered investment adviser in Davenport, Iowa. Investors are encouraged to review disclosure and offering documents to determine the suitability of specific products or services for their investment needs. Forward-looking statements may be included in the information provided, and investors are advised to exercise caution and seek advice from their own tax advisor. Ausdal Financial Partners, Inc. disclaims any responsibility for the content or accuracy of information on third-party websites linked on the site. Investors should carefully consider all factors before making investment decisions.

BlueStem Wealth Partners is a finance institution located at 13100 Wayzata Boulevard, Minnetonka, Minnesota, United States. We specialize in Financial Life Planning and Investment Management to help you make wise decisions and get the most out of life. Our focus is not just on returns on investments, but on your return on life. We work with you to create value-centric financial plans and provide dynamic investment management to help you achieve your goals and live a fulfilling, purposeful life. Our team of experienced financial advisors, with over 225 years of collective experience, is dedicated to providing you with the tools, guidance, and confidence to build a strong future. We offer personalized advice that is reviewed by multiple qualified professionals to ensure it is in your best interest. We are committed to helping you coordinate all aspects of your financial plan, hold you accountable, and work with your other professionals to implement important strategies.

Jeffery Jarnes CFP is a reputable finance institution located at 10261 Yellow Circle Drive in Minnetonka, Minnesota, United States. Specializing in financial planning and wealth management, Jeffery Jarnes CFP offers personalized services to help clients achieve their financial goals. With a team of experienced Certified Financial Planners, the institution provides expert advice and guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, Jeffery Jarnes CFP is dedicated to helping you succeed.

Betsy Thayer - Thrivent is a finance institution located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. Our principled approach to investing and retirement planning will help you achieve the life you want, leaving frustration behind. Whether you are at a crossroads in life or simply looking to achieve your goals, our team of financial advisors is here to provide you with personalized, relationship-based advice that will give you the confidence to move forward. Our top priority is helping you achieve your goals, and we offer comprehensive planning solutions to help you see the complete picture. Our team at Betsy Thayer - Thrivent functions like a family, and we welcome you to join us as part of it. Learn more about our history, meet our team, and discover how we can help you reach your financial goals. Schedule your first meeting with us to discuss where you want to go and how we can help you get there.

Todd Terhorst, CFP, CLU, ChFC, AAMS, CRPC, AWMA is a reputable financial institution located at 4501 Minnetonka Boulevard in St. Louis Park, Minnesota, United States. With a team of highly qualified professionals, including Certified Financial Planners, Chartered Life Underwriters, Chartered Financial Consultants, Accredited Asset Management Specialists, Chartered Retirement Planning Counselors, and Accredited Wealth Management Advisors, Todd Terhorst offers comprehensive financial planning services to individuals and businesses. Whether you are looking to plan for retirement, manage your investments, or protect your assets, Todd Terhorst has the expertise and experience to help you achieve your financial goals.