Financial strategy advisor in Edina, Minnesota

Located at 200 Southdale Center in Edina, Minnesota, Brittany Granata is a Financial Advisor at Ameriprise Financial Services, LLC. Specializing in various financial services, Brittany holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Brittany provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Additionally, Brittany is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a dedication to education and support, Brittany Granata is committed to helping clients achieve their financial goals and navigate complex financial situations.

Lisa Tuttle - Financial Advisor, Ameriprise Financial Services, LLC, is a reputable finance institution located at 200 Southdale Center, Edina, Minnesota, United States. Lisa Tuttle holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, retirement planning, and wealth transfers. Lisa Tuttle is also a Certified Divorce Financial Analyst and a Certified Kingdom Advisor®, offering comprehensive financial planning services to individuals and families. With a focus on ethical practices and continuing education, Lisa Tuttle is dedicated to providing top-notch financial advice to her clients.

The Tuttle Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Southdale Center, Edina, Minnesota, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's saving for retirement, education, or a major purchase. We prioritize regular reviews and updates to ensure your financial plan remains on track as life circumstances evolve. With secure online access, you can monitor your investments and track progress towards your goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, with additional information available on FINRA's BrokerCheck website. We adhere to strict privacy and security measures to protect your personal information. Trust us to help your friends and family members achieve their financial aspirations. Contact us today to get started on your financial journey.

Julie Meany, a Financial Advisor at Ameriprise Financial Services, LLC, located at 7101 York Avenue South in Edina, Minnesota, offers a range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Julie Meany is well-equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. Additionally, Julie Meany specializes in working with domestic partners, seniors, small business owners, and high net worth clients. With a focus on ethical practices and continuous education, Julie Meany is committed to helping clients make informed financial decisions. Contact Julie Meany today for personalized financial advice tailored to your unique goals and circumstances.

Leslie Cadle, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7601 France Avenue South in Edina, Minnesota, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Leslie Cadle is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Leslie Cadle specializes in working with domestic partners, seniors, and those planning for retirement, offering tailored solutions to meet their unique financial needs. With a commitment to ethics and professionalism, Leslie Cadle is dedicated to helping clients make informed financial decisions and achieve their long-term financial goals.

Gregory J Thurin - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3601 West 76th Street in Edina, Minnesota, offers a wide range of financial services to individuals and businesses. Gregory Thurin holds various 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, Gregory Thurin is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Gregory J Thurin is committed to providing comprehensive and professional financial services.

Legacy Private Wealth Group - Ameriprise Financial Services, LLC is a finance institution located at 7212 Metro Boulevard in Edina, Minnesota, United States. As a part of the Forbes Best-in-State Wealth Management Teams in 2023, we prioritize helping clients achieve their long-term financial goals. Our services include providing investment recommendations, asset allocation strategies, and portfolio management tailored to individual goals and risk tolerance. We offer regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can access their investments and accounts securely from any device and receive personalized support to meet their financial needs. Our team is dedicated to helping clients navigate the current market conditions and make informed decisions about their investments. We also offer secure document shredding services with Shred Right, a AAA NAID-certified company.

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.

Skipping Stone Wealth - Ameriprise Financial Services, LLC is a finance institution located at 4951 West 77th Street, Edina, Minnesota, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress and update strategies as life changes. Clients have 24/7 access to their investments and accounts from any device. The institution offers complimentary initial consultations to get started. They provide information on retirement planning, Medicare options, and personalized financial advice. Ameriprise financial advisors are registered in certain U.S. states. Users of the site agree to abide by the terms and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. They value referrals and aim to help friends and family achieve their financial goals.

Wendy L Gillespie is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7701 France Avenue South in Edina, Minnesota, United States. Wendy holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and others, demonstrating her expertise in asset management, estate planning, retirement planning, and investment strategies. She is also trained in behavioral financial advising and philanthropy. Wendy is dedicated to helping clients make informed decisions and achieve their financial goals. With a strong commitment to ethical practices and ongoing education, Wendy provides personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Wendy L Gillespie for comprehensive and professional financial advice.

Christopher Root is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7601 France Avenue South, Edina, Minnesota, United States. With a focus on finance, Christopher Root holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Christopher Root is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. His qualifications and commitment to continuing education make him a trusted advisor in the field of wealth management.

As a financial advisor at Joel Kozlak - RBC Wealth Management, located in Edina, Minnesota, United States, we are dedicated to helping our clients achieve their financial goals. With a focus on personalized service and tailored financial strategies, we provide comprehensive wealth management services to individuals, families, and businesses. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our team of experienced professionals is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

Douglas E Milbrath is a financial advisor at Ameriprise Financial Services, LLC located at 7601 France Avenue South in Edina, Minnesota, United States. He 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®, 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 his expertise and commitment to providing comprehensive financial planning services to individuals and small business owners. With a focus on asset management, investment strategies, estate planning, retirement planning, and risk management, Douglas E Milbrath is dedicated to helping his clients achieve their financial goals.

James Tabery is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 7601 France Avenue South in Edina, Minnesota. With years of experience in the finance industry, James specializes in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, James Tabery can provide expert guidance and support every step of the way. Contact Ameriprise Financial Services, LLC today to schedule a consultation with James Tabery and take control of your financial future.

Mark Maes - Private Wealth Advisor, Ameriprise Financial Services, LLC is a renowned finance institution located at 3601 West 76th Street in Edina, Minnesota, United States. Specializing in providing comprehensive wealth management services, Mark Maes holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications reflect his expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. Mark Maes is dedicated to helping clients achieve their financial goals by offering personalized advice and solutions tailored to their individual needs. With a strong commitment to ethical practices and ongoing education, Mark Maes ensures that his clients receive the highest level of service and expertise in the field of wealth management.

David Olson - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 7650 Edinborough Way, Edina, Minnesota, United States. David Olson 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®, 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 his expertise in asset management, investment strategies, retirement planning, estate planning, and more. With a commitment to ethical practices and continuous education, David Olson provides comprehensive financial services to individuals, retirees, small business owners, and high net worth clients. Whether you are seeking advice on investments, estate planning, insurance products, or retirement strategies, David Olson is dedicated to helping you achieve your financial goals.

Brad Woodstra - RBC Wealth Management Financial Advisor is a reputable finance institution located at 7650 Edinborough Way in Edina, Minnesota, United States. As a trusted financial advisor, Brad Woodstra provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Brad Woodstra is dedicated to helping clients navigate the complexities of the financial market and make informed decisions to secure their financial future.

Larry Nielsen - RBC Wealth Management Financial Advisor is a reputable finance institution located at 7650 Edinborough Way in Edina, Minnesota, United States. With a focus on providing personalized financial advice and strategies, Larry Nielsen and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Larry Nielsen - RBC Wealth Management Financial Advisor is dedicated to providing expert guidance and support every step of the way.

Monica Luxem is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 7650 Edinborough Way in Edina, Minnesota. With a focus on personalized financial planning and investment strategies, Monica helps clients navigate their financial goals and build a secure future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Monica Luxem is committed to providing expert guidance and support every step of the way. Trust in Monica Luxem and Ameriprise Financial Services, LLC to help you achieve your financial dreams.

David Auerbach - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3601 Minnesota Drive in Edina, Minnesota, offers personalized financial planning and investment management services to help clients achieve their long-term financial goals. With a focus on building and preserving wealth, David Auerbach provides tailored strategies that align with each client's unique needs and objectives. As a trusted advisor, David Auerbach is committed to providing exceptional service and guidance to help clients navigate the complexities of the financial markets and make informed decisions for their future.

Raymond James Financial Services, located at 3300 Edinborough Way in Edina, Minnesota, is a trusted finance institution that can help you navigate the complexities of managing your money. Our team of financial advisors in Minneapolis/St. Paul are dedicated to safeguarding your financial interests and helping you achieve your goals. As fee-only fiduciaries, we provide comprehensive financial planning services that cover tax planning, investment strategies, estate planning, retirement planning, and more. We believe in building long-term relationships with our clients, understanding their unique preferences and priorities to provide personalized, high-touch service. Whether you are a woman with substantial financial resources facing a life transition or someone looking to leave a meaningful legacy, we are here to empower you to make informed financial decisions that align with your values.

Daniel F Kuplic is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 7701 France Avenue South in Edina, Minnesota, United States. Daniel 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®. These certifications demonstrate Daniel's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Daniel's goal is to help clients make informed decisions and achieve their financial goals through personalized investment strategies and asset management solutions.

Benjamin Auckenthaler, a Financial Advisor at Ameriprise Financial Services, LLC, located at 7650 Edinborough Way in Edina, Minnesota, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Benjamin is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Benjamin Auckenthaler has the knowledge and expertise to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards financial security and success.

John Geier - Financial Advisor, Ameriprise Financial Services, LLC, located at 3601 West 76th Street, Edina, Minnesota, United States, is a finance institution offering a wide range of services to meet the needs of individuals and businesses. John Geier holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. As an Accredited Domestic Partnership Advisor™ and a Chartered Advisor in Philanthropy® (CAP®), John Geier is well-equipped to assist clients with wealth transfers, federal taxation, and philanthropic endeavors. Additionally, his expertise in fixed-rate and variable annuities, senior issues, and divorce financial analysis make him a valuable resource for clients in various stages of life and financial planning.

Matthew Greer is a Financial Advisor at Ameriprise Financial Services, LLC located at 7650 Edinborough Way in Edina, Minnesota, United States. He 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®, 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®. Matthew Greer is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. He specializes in asset management, investment strategies, estate planning, retirement planning, insurance products, and more. With his expertise and dedication to ethical practices, Matthew Greer is a trusted advisor for clients seeking financial guidance.

Ashley Skillman is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 7601 France Avenue South in Edina, Minnesota, United States. Ashley 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ashley's expertise in various financial areas such as asset management, retirement planning, estate planning, investment strategies, and insurance products. Additionally, Ashley is trained to provide specialized financial advice for seniors, individuals planning for retirement, small business owners, high net worth clients, and those with special needs. With a commitment to ethical practices and continuous education, Ashley is dedicated to helping clients make informed financial decisions to achieve their goals.

Jason Plank - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3601 Minnesota Drive, Edina, Minnesota, United States, is a finance institution offering a wide range of services to meet the needs of individuals looking to manage their assets. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that their advisors are well-equipped to provide expert advice on investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, the team at Jason Plank - Private Wealth Advisor is dedicated to helping you achieve your financial goals with professionalism and integrity.

David Weingartner - RBC Wealth Management Financial Advisor is a reputable finance institution located at 7650 Edinborough Way in Edina, Minnesota, United States. As a trusted financial advisor, David Weingartner provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on wealth management, investment strategies, and retirement planning, David Weingartner strives to help clients build and preserve their financial assets for the future. Whether you are looking to grow your wealth or plan for a secure retirement, David Weingartner - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial advice and support.

Block Advisors is a leading accounting and finance institution located at 6805C York Avenue South in Edina, Minnesota, United States. With a team of experienced professionals, Block Advisors specializes in providing comprehensive tax preparation, financial planning, and business consulting services to individuals and businesses alike. Whether you need help with tax filing, retirement planning, or investment strategies, Block Advisors is dedicated to helping you achieve your financial goals with personalized solutions tailored to your specific needs. Trust Block Advisors to provide expert guidance and support to help you navigate the complexities of the financial world with confidence.

Lance E Butner - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Edina, Minnesota. With a focus on providing personalized wealth management solutions, Lance E Butner helps clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or estate planning, Lance E Butner offers expert advice and guidance to help you make informed decisions. Visit their office at 7601 France Avenue South to start planning for a brighter financial future today.