The 30 Best Financial planning advice in Minnesota

Daren Lehne - Thrivent is a finance institution located at 825 North Munsterman Street in Appleton, Minnesota, United States. We offer a range of financial services to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized advice and guidance to help our clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to invest, we are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

SharePoint Credit Union is a trusted financial institution located at 13735 Round Lake Boulevard Northwest in Andover, Minnesota. As a credit union, we are dedicated to providing our members with personalized financial solutions and excellent customer service. Whether you're looking for a checking account, savings account, loans, or other financial services, our experienced team is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a credit union that puts your needs first.

Rob Schwendemann - Thrivent is a finance institution located at 315 6th Avenue in Madison, Minnesota, United States. Licensing is available through the State Insurance Department's website, which can be found through 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 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, with insurance products 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 able to provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

David Hansen - Thrivent is a finance institution located at 712 6th Street in Dawson, Minnesota, United States. Licensing is available through your State Insurance Department's website, as per the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice; clients are advised to consult their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes reviewing and analyzing a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Joshua Johnson - Thrivent is a finance institution located at 1411 East College Drive in Marshall, Minnesota, United States. They are licensed in multiple states including CA, FL, IA, IL, KS, MN, ND, NE, SD, and TX. Thrivent and their financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further engage with Thrivent through Dedicated Planning Services for 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 subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services.

Rob Schwendemann - Thrivent is a finance institution located at 213 South 1st Street, Montevideo, Minnesota, United States. Licensing 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 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, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Quantitative Advantage, LLC is a finance institution located at 10400 Yellow Circle Drive in Hopkins, Minnesota, United States. Specializing in quantitative analysis and investment strategies, Quantitative Advantage, LLC provides clients with expert financial advice and services to help them achieve their investment goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, manage risk, or plan for the future, Quantitative Advantage, LLC is committed to helping you succeed in the world of finance.

Mark Jensen - Thrivent is a finance institution located at 751 Prentice Street in Granite Falls, Minnesota, United States. Specializing in financial planning and investment services, Mark Jensen - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on creating customized strategies tailored to each client's unique needs, their team of experienced professionals offers expert guidance and support every step of the way. Whether you're planning for retirement, saving for education, or looking to grow your wealth, Mark Jensen - Thrivent is committed to providing sound financial advice and solutions to help you secure a prosperous future.

Jacob Hansen - Thrivent is a finance institution located at 809 East Bridge Street in Redwood Falls, Minnesota, United States. Our mission is to educate and empower our clients to confidently navigate each stage of their financial journey. We offer practical advice and creative planning solutions to help you achieve your lifelong dreams while supporting causes you care about. Our team of professionals, including CFP®, CLU®, CAP®, and more, are dedicated to providing personalized financial strategies that align with your goals and values. At Jacob Hansen - Thrivent, we believe in using money as a tool to achieve a higher purpose. We offer a range of financial services, including investments, insurance, banking, and generosity programs, to help you make the most of your resources. As a member of Thrivent, you become part of a community that looks out for each other and gives back to those in need.

Nate Scharlemann - Thrivent is a finance institution located at 809 East Bridge Street in Redwood Falls, Minnesota, United States. Our passion lies in educating and empowering our clients, helping them navigate each stage of their financial journey with confidence. We offer practical advice and innovative planning solutions to secure your future. Our team of professionals, including CFP®, CLU®, CAP®, and other certified experts, are dedicated to providing personalized financial guidance tailored to your individual needs and goals. Whether you're looking to achieve lifelong dreams or support causes you care about, we're here to help you map out a path to financial security.

Nancy Hansen - Thrivent is a finance institution located at 809 East Bridge Street, Redwood Falls, Minnesota, United States. Our passion lies in educating and empowering our clients to navigate each stage of their financial journey with confidence. We provide practical advice and creative planning solutions to help you achieve your lifelong dreams while supporting causes you care about. Our team of experts, including CFP®, CLU®, CAP®, and more, will work with you on a personal level to create a customized financial plan that reflects your goals and values. We specialize in addressing complex financial situations, such as those involving loved ones with special needs. Our comprehensive advice and strategies are designed to help you achieve financial clarity and confidence as you work towards your dreams. At Thrivent, we believe in using money as a tool to fulfill a higher purpose, and we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help you make the most of what you have.

David Nielsen - Wealth Advisor, CPFA is a reputable finance institution located at 205 Main Street in Bird Island, Minnesota, United States. As a Certified Plan Fiduciary Advisor, David Nielsen provides expert financial advice and guidance to help clients achieve their wealth management goals. With a strong focus on personalized service and tailored financial solutions, David Nielsen is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, David Nielsen - Wealth Advisor, CPFA is dedicated to providing comprehensive and trustworthy financial advice to help you reach your financial goals.

First State Investment Services is a finance institution located at 202 8th Avenue Southeast in Pipestone, Minnesota, United States. We offer a wide range of financial services to help our clients achieve their investment goals and secure their financial future. Our experienced team of professionals is dedicated to providing personalized advice and guidance to help you make informed decisions about your investments. Whether you are looking to save for retirement, grow your wealth, or plan for the future, First State Investment Services is here to help you every step of the way.

Benjamin Munsch - Thrivent is a finance institution located at 209 Manitoba Street in Spicer, Minnesota, United States. This institution is licensed in multiple states including AZ, CA, CO, FL, GA, IA, IL, KS, MN, NC, ND, OK, SD, TN, TX, and WI. They provide advice and guidance through their Financial Planning Framework, with the option for clients 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 in these areas. They offer insurance products issued by Thrivent and securities and investment advisory services through Thrivent Investment Management Inc. This institution is the marketing name for Thrivent Financial for Lutherans, and their financial advisors are credentialed to provide investment advisory services. For more information on their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Meagan Matich - Thrivent is a finance institution located at 809 East Bridge Street, Redwood Falls, Minnesota, United States. Our passion lies in educating and empowering our clients to navigate each stage of their financial journey with confidence. We offer practical advice and creative planning solutions to help you achieve your goals and support causes you care about. Our team of experts, including CFP®, CLU®, CAP®, LUTCF®, FICF, FIC, CLTC®, CKA®, BFA™, is dedicated to building personalized financial plans that reflect your individual needs and values. We specialize in addressing complex financial situations, including those involving loved ones with special needs. As a member of Thrivent, you become part of a community that looks out for others and supports charitable causes. We offer tools and resources to help you give back and live a more meaningful life. Through Thrivent Choice®, you can contribute to organizations you care about and make a positive impact in your community. With over 100 years of experience, Thrivent is committed to helping people build secure financial futures and live generous lives. Contact us for comprehensive financial advice and strategies tailored to your best interests. Operating hours are Monday to Thursday 9:00am - 5:00pm and Friday 9:00am - 12:00pm Mountain Time. Visit our website for more information on professional designations and services offered.

Sam Capistrant | Fairway Independent Mortgage Corporation is a finance institution located at 7500 Flying Cloud Drive, Eden Prairie, Minnesota, United States. Stay updated with the latest company news, consumer tips, and Fairway media by browsing the Fairway Newsroom. Whether you've closed on a mortgage or are looking to buy, build, or refinance your home, our experienced mortgage professionals are here to help. We offer a variety of loan options to help you achieve homeownership with speed and excellent service. Our team is dedicated to finding the right loan with great rates, terms, and costs to meet your specific needs. From application to closing and beyond, we guide you through the entire loan process. Consider a career at Fairway if you want to join a team that truly puts people first. Our Core Values define how we work, interact with each other, and serve our clients, team members, and communities. Use our calculators to simulate options, but consult with your Loan Officer for accurate results. Contact us to pre-qualify and discover your future with Fairway Independent Mortgage Corporation.

Andy Boersma - Thrivent is a finance institution located at 209 Manitoba Street in Spicer, Minnesota, United States. Licensing for this institution 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 for such matters. Thrivent offers advice and guidance through its 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, with insurance products 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.

Oliver White, Mortgage Lender NMLS #1254113 is a finance institution located at 7500 Flying Cloud Drive, Eden Prairie, Minnesota, United States. Stay updated with the latest company news, consumer tips, and Fairway media with just a few clicks in the Fairway Newsroom. After closing, FairwayNEXT provides valuable information about your mortgage loan, including where to make your first payment and who your current servicer is. Looking to buy, build, or refinance your home? The experienced mortgage professionals at Fairway Independent Mortgage Corporation are here to help. With a variety of loan options, they can help you achieve homeownership with speed and service. Their team is dedicated to finding the right loan with great rates, terms, and costs to meet your specific needs.

Titus Mhiripiri at AnnieMac Home Mortgage is a finance institution located at 9531 West 78th Street in Eden Prairie, Minnesota, United States. Our team of professionals is dedicated to helping clients navigate the mortgage process with ease and confidence. We offer a range of mortgage options tailored to meet individual needs and goals. Whether you are a first-time homebuyer or looking to refinance, Titus Mhiripiri at AnnieMac Home Mortgage is here to provide personalized guidance and support every step of the way.

Stacy Millard - Thrivent is a finance institution located at 311 Main Street, Lakefield, Minnesota, United States. Licensing 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 it is recommended to consult with an attorney or tax professional. Thrivent provides financial advice and guidance through its 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 its Dedicated Planning Services, which is an investment advisory service that provides written recommendations for a fee.

Curt Baumgard - Thrivent is a finance institution located at 311 Main Street in Lakefield, 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, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning with Dedicated Planning Services, which provides written recommendations 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 offered by licensed financial advisors. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

Renae Vande Brake - Thrivent is a finance institution located at 311 Main Street, Lakefield, Minnesota, United States. Licensing information 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. 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 their website. Please note that Thrivent does not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters.

Justin Bettinger - Thrivent is a finance institution located at 10904 57th Street Northeast, Albertville, Minnesota, United States. They are licensed in multiple states including AZ, FL, IA, MA, MD, MN, MO, ND, PA, SD, TX, VA, and WI. At Justin Bettinger - Thrivent, they offer guidance and financial advice that aligns with your values and lifestyle. Their financial professionals do not provide legal, accounting, or tax advice, but they can help you navigate your financial situation through their Financial Planning Framework.

Brenda Roux - Thrivent is a finance institution located at 12580 192nd Court Northwest, Elk River, Minnesota, United States. Licensing is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can receive advice and guidance through the Financial Planning Framework, with the option 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 investment services. Securities and investment advisory services are provided by Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.

Chad Henke - Thrivent is a finance institution located at 129 West Main Street in Waconia, Minnesota, United States. Specializing in financial planning and investment services, Chad Henke - Thrivent is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and expert advice, clients can trust Chad Henke - Thrivent to provide tailored solutions to secure their financial future.

Rich Gove - Thrivent is a finance institution located at 129 West Main Street in Waconia, Minnesota, United States. They are also located at 3000 County Road 42 West Suite 201 in Burnsville, MN and 701 Xenia Avenue South Suite 550 in Golden Valley, MN. They are licensed in multiple states including AZ, CA, MN, TX, VA, 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 further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Paul Gronholz - Thrivent is a finance institution located at 1107 Hazeltine Boulevard, Chaska, Minnesota, United States. They specialize in helping individuals and families reach their financial goals. The Southwest Metro Financial Associates welcome you to work together to build a financial strategy tailored to your needs. With over 31 years of experience in the industry, they offer guidance in financial analysis, retirement income funding, long-term care, and more. Licensing information is available through the State Insurance Department's website. Thrivent does not provide legal, accounting, or tax advice. Thrivent offers advice and guidance through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc. Visit their website for more information on their services and professional designations.

Mengel Morse and Associates is a finance institution located at 2212 Manuela Drive, Chaska, Minnesota, United States. Founded in 2017 by Greg Mengel and Bob Morse, the institution is dedicated to helping clients achieve their financial goals through personalized advice and comprehensive financial strategies. With a team of experienced professionals, Mengel Morse and Associates offer holistic guidance tailored to each client's unique needs, ensuring they are informed and educated every step of the way. As part of Thrivent, a Fortune 500 company with a long-standing commitment to financial strength and generosity, clients can access a range of financial solutions including investments, insurance, banking, and generosity programs. Whether clients are looking to manage their wealth, plan for the future, or give back to their communities, Mengel Morse and Associates is there to provide expert guidance and support. With a focus on tax efficiency, asset diversification, and financial clarity, clients can work towards their financial dreams with confidence and peace of mind.

Josh Beck - Thrivent is a finance institution located at 9010 Quantrelle Avenue in Otsego, Minnesota, United States. This institution is licensed in multiple states including AR, AZ, CO, FL, IA, MN, ND, TX, 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 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 a 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.

Tim Gamrath - Thrivent is a finance institution located at 9010 Quantrelle Avenue in Otsego, Minnesota, United States. As a Financial Representative, Tim Gamrath aims to establish an ongoing financial relationship with clients to help them achieve their financial goals. Services offered include retirement income planning, investment management, protection against extended care, death, and disability, charitable giving, college planning, and 403(b) planning for teachers and school district employees. Tim's office is conveniently located in Otsego, MN to serve clients in the Twin Cities and NW Suburbs, but he also travels to clients all over the state for their convenience. Licensing information is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Thrivent offers advice and guidance through its Financial Planning Framework and 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. Visit Thrivent.com for more information on professional designations and services provided.