The 30 Best Financial management services in Minnesota

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

First Income Advisors is a leading financial institution located at 6400 Flying Cloud Drive in Eden Prairie, Minnesota. As a trusted advisor in the world of finance, we specialize in helping individuals and businesses achieve their financial goals through personalized investment strategies and wealth management services. Our team of experienced professionals is dedicated to providing expert guidance and support to our clients, ensuring they make informed decisions to secure their financial future. Contact us today to learn more about how First Income Advisors can help you reach your financial objectives.

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.

Frontenac Partners LLC is a premier finance institution located in Hopkins, Minnesota. With a focus on providing top-notch financial services to its clients, Frontenac Partners LLC is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the team at Frontenac Partners LLC is here to help. Visit us at 10901 Red Circle Drive to learn more about how we can assist you in reaching your financial objectives.

Courtney Myers - Thrivent is a finance institution located at 6542 Regency Lane in Eden Prairie, Minnesota, United States. As a branch of Thrivent, a not-for-profit financial services organization, Courtney Myers offers a range of financial products and services to help individuals and families achieve their financial goals. Whether you're looking for investment advice, retirement planning, insurance solutions, or wealth management, the experienced team at Courtney Myers - Thrivent is dedicated to providing personalized and comprehensive financial guidance to help you navigate your financial future with confidence.

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.

TorchLight Advisors is a finance institution located at 5201 Eden Avenue in Edina, Minnesota, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TorchLight Advisors is here to guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Michael J Brownlow is a reputable financial institution located at 5201 Eden Avenue in Edina, Minnesota, United States. With a focus on providing expert financial services, Michael J Brownlow is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Michael J Brownlow is here to help. Trustworthy, reliable, and committed to excellence, Michael J Brownlow is the go-to institution for all your financial needs.

Merry-Ellen Bryers - Thrivent is a finance institution located at 9220 Bass Lake Road, New Hope, Minnesota, United States. They are licensed in multiple states including AZ, CA, CO, FL, IA, ID, MN, MO, ND, NE, PA, TX, WA, and WI. Thrivent offers financial planning services through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their financial advisors and services.

Creative Planning, located at 5811 Cedar Lake Road South in Minneapolis, Minnesota, is a leading finance institution dedicated to providing financial peace of mind to clients around the world. As the No. 1 Independent Advisory Firm, Creative Planning offers comprehensive and personalized wealth management services tailored to individual financial goals. Our team of wealth managers in the Minneapolis-Saint Paul Area are committed to helping clients achieve financial success and a richer way to wealth. By agreeing to provide personal information, clients can rest assured that Creative Planning will not share this information with third parties. Clients can expect a free, no-obligation consultation within one business day of submitting an inquiry.

Ben Thompson - Thrivent is a finance institution located at 701 Xenia Avenue South in Golden Valley, Minnesota, United States. As a financial advisor at Thrivent, we work with individuals and families to create and implement financial strategies that align with their values and goals. We utilize tools and resources from Thrivent, a Fortune 500 not-for-profit membership organization, to empower our clients to make informed financial decisions. Please note that licensing is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. 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.

Lucas Ahlberg - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. They are licensed in multiple states including AZ, CO, FL, MA, MN, ND, NJ, NV, NY, PA, SD, TX, UT, WA, and WI. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services through their Financial Planning Framework. Clients can choose to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their privacy and security disclosures. Insurance products, securities, and investment advisory services are provided by licensed financial advisors, who are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.

Rich Gove - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. They are also located at 3000 County Road 42 West Suite 201 Burnsville, MN 55337. The institution is licensed in multiple states including AZ, CA, MN, TX, VA, and WI. 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. Clients can choose to further their planning engagement through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. 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's website or FINRA's Broker Check.

David Stay - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. As a financial advisor, David Stay is dedicated to helping parents and students make college more affordable by providing personalized financial strategies. He serves as a coach, listener, and teacher, understanding that each individual's financial situation is unique. Whether it's college planning or retirement savings, David works with clients to develop a plan that aligns with their goals and circumstances. Services offered include Solutions-Based Strategies, Managed Account Programs, and Dedicated Planning Services. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit Thrivent.com for more information on professional designations and services provided.

Julie Sherman - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. Our financial guidance is focused on your goals and values, helping you make informed decisions about your finances. We are licensed in multiple states including AR, AZ, IA, MN, OH, WA, and WI. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. We recommend consulting with your attorney or tax professional for specific advice in these areas. Our Financial Planning Framework involves a thorough review and analysis of your financial situation, with the option to further your planning engagement through our Dedicated Planning Services for a fee.

Zack Friedli - Thrivent is a finance institution located at 701 Xenia Avenue South in Golden Valley, Minnesota, United States. Licensing information can be obtained through your State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors. For more information on professional designations and requirements, visit Thrivent's website.

Timothy Hiller - Thrivent is a finance institution located at 701 Xenia Avenue South in Golden Valley, Minnesota, United States. Licensing for services can be obtained through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. Please note that Thrivent and its financial professionals do not offer legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters.

Stifel is a leading finance institution located at 5500 Wayzata Boulevard in Golden Valley, Minnesota, United States. With a strong reputation in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and financial advisory. Their team of experienced professionals provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Stifel has the expertise and resources to help you succeed. Visit their location in Golden Valley to learn more about how they can assist you with your financial needs.

Skip Nelson - Thrivent is a finance institution located at 701 Xenia Avenue South in Golden Valley, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. The institution provides financial advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further engage with Thrivent through their Dedicated Planning Services, which provide written recommendations for a fee.

Linnea Sodergren - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. The institution is licensed in multiple states including CA, LA, MN, NM, TX, WA, and WI. Thrivent offers financial planning services through its Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice, and encourages clients to consult their own professionals in those areas. Insurance products are issued by Thrivent Financial for Lutherans, and 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's financial advisors and professional designations, visit their website or FINRA's Broker Check.

S3, Inc. is a finance institution located at 5402 Parkdale Drive in Minneapolis, Minnesota, United States. With a strong reputation for excellence in financial services, S3, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing top-notch services and guidance to help clients achieve their financial goals. Whether you're looking for investment advice, wealth management services, or assistance with financial planning, S3, Inc. is here to help. Visit us today to learn more about how we can support your financial success.

White Pine Capital is a leading finance institution located at 8421 Wayzata Boulevard in Golden Valley, Minnesota, United States. With a focus on providing innovative financial solutions to clients, White Pine Capital offers a wide range of services including investment management, wealth planning, and financial consulting. The team of experienced professionals at White Pine Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, White Pine Capital is committed to providing personalized and strategic advice to meet your needs.

Bradley Brager - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. They are licensed in multiple states including FL, IA, IN, MA, MD, MI, MN, NC, SC, TN, WA, and WI. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals. Insurance products are issued by Thrivent, and 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's website or FINRA's Broker Check.

Dale Kersten - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. Our mission is to provide financial guidance, education, recommendations, and strategies to meet your needs at any stage of life. We focus on leveraging your values and beliefs to bring clarity to your goals and plans, with a holistic approach to retirement, tax efficiency, income protection, investments, and generosity. We have been serving the communities of Apple Valley, Rosemount, Eagan, Farmington, Lakeville, and Burnsville for the past 30 years, but we also serve the entire Twin Cities area and are licensed in multiple states including Wisconsin, Iowa, North Dakota, South Dakota, Arizona, and Florida.

Kevin Cunniff - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. They are licensed in multiple states and offer insurance products, securities, and investment advisory services. Thrivent and its financial professionals focus on providing advice and guidance through their Financial Planning Framework. Clients can choose to engage further with Thrivent through their Dedicated Planning Services for a fee, which results in written recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. Visit their website for more information on their services and professional designations.

Caitlin Berry - Thrivent is a finance institution located at 701 Xenia Avenue South, Golden Valley, Minnesota, United States. The institution is licensed in California (CA Insurance Lic. #4345388) and Minnesota. Thrivent and its financial professionals offer advice and guidance through a Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Licensed agents and financial advisors provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit their website.

CFG Retirement is a leading finance institution located at 4550 West 77th Street in Edina, Minnesota, United States. We specialize in helping individuals plan for a secure and comfortable retirement. Our team of experienced financial advisors offers personalized guidance and tailored solutions to help clients achieve their retirement goals. With a focus on long-term financial planning and wealth management, CFG Retirement is dedicated to providing top-notch service and support to our clients. Visit us today to start planning for your future with confidence.

Jason Hotzler - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. At this institution, the approach to financial advising is based on integrity, honesty, and trustworthiness, with a focus on honoring God with finances. Personalized financial strategies are offered to help clients make wise decisions that align with their goals and values. The institution also provides a compassionate and empathetic ear to listen to client concerns and offer encouragement. Financial freedom and stewardship of resources in a way that honors God and blesses others are key goals of the institution. The financial guidance provided aligns with biblical principles of stewardship, integrity, and generosity.

Dan Zweber - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. They offer licensing through the State Insurance Department's website, providing insurance products and investment advisory services. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in planning services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. 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 on their services and professional designations, visit their website or FINRA's Broker Check.

Cardinal Wealth Advisors LLC is a registered investment advisor located in Edina, Minnesota, serving clients in the greater Twin Cities area of Minneapolis and St. Paul. Since 2005, we have been assisting individuals and families in managing their financial goals, whether they are experienced professionals, nearing retirement, planning for their children's education, or just starting out. Our small firm offers a personalized approach with a wide range of resources and knowledge, without the impersonal feel of a larger firm. We provide personal financial planning and investment strategies tailored to each client's needs and goals. From introductory meetings to plan implementation and monitoring, we work closely with our clients in an open collaboration of ideas to help them feel more secure about their financial future. We also offer options for clients interested in incorporating environmental, social, and corporate governance screens into their portfolios.