The 30 Best Financial planning advice in Minnesota

Polar Investment Counsel is a leading finance institution located at 19547 210th Street Northeast in Thief River Falls, Minnesota, United States. With a focus on providing expert financial advice and investment management services, Polar Investment Counsel helps clients navigate the complexities of the financial world and achieve their long-term financial goals. Their team of experienced professionals is dedicated to delivering personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Polar Investment Counsel is committed to helping you make informed financial decisions and secure a prosperous future.

Tyler Rice - Thrivent is a finance institution located at 102 West Main Avenue in Fertile, Minnesota, United States. The institution aims to get to know their clients on a personal level, understanding their goals, values, and dreams to provide tailored financial advice and guidance. Licensing information can be found through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice, but offers a Financial Planning Framework and Dedicated Planning Services for clients looking to further their financial planning. Thrivent Financial for Lutherans offers insurance products, while securities and investment advisory services are provided through Thrivent Investment Management Inc. Only credentialed financial advisors are authorized to provide investment advisory services. For more information, visit Thrivent's website or FINRA's Broker Check.

Brandon Wong - Wealth Advisor is a leading financial institution located at 410 2nd Street West in Ada, Minnesota, United States. As a trusted wealth advisor, Brandon Wong is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With years of experience in the finance industry, Brandon Wong provides expert advice and guidance to individuals and families looking to build and preserve their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Brandon Wong - Wealth Advisor is dedicated to helping you navigate the complexities of the financial world and secure your financial future.

Renee Hedman - Thrivent is a finance institution located at 215 West Main Street in Ada, Minnesota, United States. Licensing for insurance products can be obtained through the State Insurance Department's website, as part of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial advice and guidance through its Financial Planning Framework, with the option to engage in Dedicated Planning Services 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. Licensed agents and representatives are available to provide these services, with more information available on Thrivent's website and FINRA's Broker Check. Professional designations and requirements to earn them can be found on Thrivent's website.

Investment Centers of America is a financial institution located at 410 2nd Street West in Ada, Minnesota, United States. As an ATM and finance center, we provide a range of services to help individuals plan and manage their investments. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to save for retirement, grow your wealth, or plan for the future, Investment Centers of America 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.

Sommer Lockhart - Thrivent is a finance institution located at 215 West Main Street, Ada, Minnesota, United States. Sommer Lockhart, originally from Grandin, North Dakota, was raised with strong values of hard work, community support, and helping others. She is dedicated to creating lasting relationships, providing meaningful assistance, and serving her clients with a grateful heart. Sommer serves various communities including Fargo, Moorhead, West Fargo, and Ada, and also offers video call meetings for clients. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Thrivent Financial for Lutherans is the marketing name for Thrivent, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.

Allen Zutz - Thrivent is a financial institution located at 226 3rd Street Northeast in Mahnomen, Minnesota. As a branch of Thrivent Financial, Allen Zutz offers a range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, insurance solutions, or estate planning, the experienced professionals at Allen Zutz - Thrivent are here to help. With a commitment to helping clients make wise financial decisions and plan for the future, Allen Zutz - Thrivent is a trusted partner in financial security.

Garret Kollin - Thrivent is a finance institution located at 102 West Main Avenue in Fertile, Minnesota, United States. They offer financial guidance tailored to your goals and values. Licensing information can be found through the 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 your 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. Visit their website for more information on their services and professional designations.

Theodore Swiontek - Thrivent is a finance institution located at 9454 110th Avenue South, Sabin, Minnesota, United States. Licensed in multiple states, including AL, AR, AZ, CA, CO, IA, IL, IN, KS, KY, ME, MI, MN, MO, MS, MT, NC, ND, NE, NY, OK, SD, TN, TX, WA, and WI, Theodore Swiontek is dedicated to providing financial guidance to help clients reach their goals and dreams. As a Market Developer, Theodore Swiontek coaches and teaches new financial professionals at Thrivent, helping them succeed in their practice and make a positive impact on their communities. Thrivent offers advice and guidance through its Financial Planning Framework, with additional services available through Dedicated Planning Services. 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. Clients can consult with licensed financial advisors for insurance, securities, and investment advisory services. For more information on professional designations and requirements, visit Thrivent's website.

Investment Centers of America is a financial institution located at 1001 South Broadway in Pelican Rapids, Minnesota, United States. As an ATM and finance center, they provide a range of services such as investment advice, financial planning, and wealth management. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Visit Investment Centers of America for all your financial needs in Pelican Rapids.

Haga Kommer, Ltd is a reputable accounting and finance institution located in Detroit Lakes, Minnesota, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Haga Kommer, Ltd to provide accurate and reliable financial advice to help them achieve their financial goals.

Nathan Woodard - Thrivent is a finance institution located at 155 7th Avenue Southwest, Perham, Minnesota, United States. They are licensed in multiple states including AZ, CO, ID, KS, MN, MT, ND, NE, SD, and WY. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services 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, offering insurance products and investment services through Thrivent Investment Management Inc. Licensed and registered advisors provide these services, with a focus on personalized financial planning. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

Dale Wanderi - Thrivent is a finance institution located at 155 7th Avenue Southwest, Perham, Minnesota, United States. Licensing is available through the State Insurance Department's website, and Thrivent does not provide legal, accounting, or tax advice. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services 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. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

Jennifer Janson - Thrivent is a finance institution located at 155 7th Avenue Southwest in Perham, Minnesota, United States. Our team offers individualized planning to help you navigate your financial future. We are licensed in multiple states including AZ, CA, CO, FL, MN, ND, SD, TN, TX, UT, VA, WA, and WI. Please consult your attorney or tax professional for legal, accounting, or tax advice as we do not provide these services. We offer advice and guidance through our Financial Planning Framework and Dedicated Planning Services for a fee. 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 subsidiary of Thrivent. Our financial advisors are credentialed to provide investment advisory services. Visit our website or FINRA's Broker Check for more information. For details on professional designations and requirements, visit https://www.thrivent.com/designations.

Mary Holtz - Thrivent is a finance institution located at 411 Nebraska Avenue in Breckenridge, Minnesota, United States. Our dedicated team proudly serves Wheaton, Wahpeton, Fargo/Moorhead, and surrounding areas. We are passionate about helping individuals make informed decisions in their financial lives, whether it's regarding life insurance plans, Medicare, or retirement strategies. We offer personal finance planning to individuals who have various pieces of their financial puzzle scattered in different places. Together, we work to bring clarity and confidence for a secure future. Licensing for our services is available through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that we do not provide legal, accounting, or tax advice, and recommend consulting with your attorney or tax professional.

MidWestOne Bank is a full-service financial institution located at 18233 Carson Court Northwest, Elk River, Minnesota, United States. Formerly known as Bank of Denver, we are committed to providing excellent banking services to our customers. Whether you need to use our ATMs, make a deposit, or speak with a financial advisor, MidWestOne Bank is here to help. We are excited to continue serving all of your banking needs and invite you to click "Get Started" to access your online banking for the first time. Welcome to MidWestOne Bank!

Kevin Johanson, CFP is a reputable financial planning institution located at 125 South Mill Street in Fergus Falls, Minnesota, United States. With a team of certified financial planners, they provide expert advice and personalized strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Kevin Johanson, CFP offers comprehensive services to meet your needs. Trust in their experience and dedication to secure your financial future.

Thomas Larson - Thrivent is a finance institution located at 225 West Cavour Avenue in Fergus Falls, Minnesota, United States. This institution offers a wide range of financial services and solutions to help individuals and families achieve their financial goals. With a focus on providing personalized advice and guidance, Thomas Larson - Thrivent is committed to helping clients make informed decisions about their finances. Whether you are looking to invest for the future, plan for retirement, or protect your assets, the experienced team at Thomas Larson - Thrivent is dedicated to helping you navigate the complexities of the financial world.

Heartland Credit Union is a trusted financial institution located at 225 Chalupsky Avenue Southeast in New Prague, Minnesota. As a member-owned credit union, we are dedicated to providing personalized financial services to our community. Our convenient ATM services make accessing your funds easy and convenient. Whether you are looking to save, invest, or borrow, Heartland Credit Union is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a credit union that truly cares about its members.

Christopher Grieve - Thrivent is a finance institution located at 104 Central Avenue North in Brandon, Minnesota, United States. We specialize in providing financial services to help individuals and families achieve their financial goals. Our experienced team is dedicated to helping our clients make informed decisions about their investments, retirement planning, insurance needs, and more. Trust Christopher Grieve - Thrivent to provide personalized and professional financial guidance to help you secure your financial future.

Alan Iverson - Thrivent is a finance institution located at 1920 Turning Leaf Lane SW, Alexandria, Minnesota, United States. Licensing information can be found through the State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. The institution provides advice and guidance through its Financial Planning Framework, with the option for clients 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. Securities and investment advisory services are provided by Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are qualified to offer investment advisory services. For more information on professional designations and requirements, visit the institution's website.

Lucas Kosters - Thrivent is a finance institution located at 1920 Turning Leaf Lane, Alexandria, Minnesota, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. These services are provided by licensed financial advisors and professionals who are credentialed to offer investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Thrivent - Trinity Advisor Group, located at 2308 South Broadway Street in Alexandria, Minnesota, is a finance institution dedicated to guiding Christians towards a life of financial clarity and confidence. With over 70 years of combined experience, each financial advisor at Trinity Advisor Group represents a different generation, allowing for a diverse and comprehensive approach to financial planning. The institution focuses on three cornerstones: Taxation, providing unbiased advice, and establishing personal, meaningful, and achievable goals for clients. By following a disciplined process, clients have found that these principles help create a life of financial clarity. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their attorney or tax professional. Licensing information is available through the State Insurance Department's website. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Financial advisors at Thrivent are credentialed to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check.

NorthRock Partners is a leading finance institution located at 218 3rd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, NorthRock Partners is here to help. We pride ourselves on our personalized approach and commitment to excellence, ensuring that each client receives the attention and support they deserve. Visit us today to see how we can help you secure a brighter financial future.

Theo Haar - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. The institution is licensed in multiple states including AZ, FL, MA, MN, ND, NE, SD, and TX. 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 may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information about Thrivent's financial advisors and professional designations, visit their website or FINRA's Broker Check.

Andrea Seelhammer - Thrivent is a finance institution located at 13 Colfax Avenue Southeast in Wadena, Minnesota, United States. Specializing in financial services, Andrea Seelhammer - Thrivent provides expert guidance and solutions to help individuals and families achieve their financial goals. With a focus on financial planning, investments, insurance, and retirement planning, clients can trust Andrea Seelhammer - Thrivent to provide personalized and comprehensive financial advice.

Shawn Longhenry - Thrivent is a finance institution located at 1112 1st Avenue North, Wheaton, Minnesota, United States. Licensing for their services is available through the State Insurance Department's website, which 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 further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. 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. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Mary Holtz - Thrivent is a finance institution located at 1112 1st Avenue North, Wheaton, Minnesota, United States. We are dedicated to helping individuals in Wheaton, Wahpeton, Fargo/Moorhead, and surrounding areas make informed decisions about their financial future. Our services include life insurance plans, Medicare options, and retirement strategies. We work closely with our clients to bring clarity and confidence to their financial planning. Please note that licensing information is available through your State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so we recommend consulting your attorney or tax professional for those matters. We offer advice and guidance through our Financial Planning Framework, which includes a review and analysis of your financial situation.

Timothy Urness - Thrivent is a financial institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. They are licensed in multiple states including AZ, FL, IA, MN, NV, SD, WA, and WI. 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 further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products through Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.

Wayne Grunklee - Thrivent is a finance institution located at 10 East 6th Street in Morris, Minnesota, United States. Wayne Grunklee is dedicated to helping clients achieve their financial goals by providing purpose-based planning customized to each individual. He is licensed in multiple states and serves the Morris, Elbow Lake, and Big Stone Lake area. Wayne Grunklee is available Monday through Friday from 9 a.m. to 5 p.m., with evening appointments available upon request. 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 through Dedicated Planning Services for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and licensed financial advisors.