Insurance and investment services in Minnetonka, Minnesota
18 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
John Erlandson - State Farm Insurance Agent
● ClosedJohn Erlandson - State Farm Insurance Agent is a top-tier insurance agency located at 17917 Minnesota 7, Minnetonka, Minnesota, United States. John Erlandson, a lifelong Minnesotan, is dedicated to providing excellent customer service in insurance and financial services. As a family-oriented individual, John understands the importance of protecting what matters most in life. With over a decade of experience with State Farm, John offers a wide range of products to safeguard your auto, home, life, business, income, and more. He also provides guidance on retirement planning from a holistic perspective. John works with real estate agents, investors, landlords, tenants, and new drivers to ensure they have the right insurance coverage in place. He is known for his expertise and top-notch customer service, making him a top-reviewed agent for the largest insurer in Minnesota. Whether you need help with auto insurance, homeowners insurance, life insurance, or retirement planning, John and his licensed team are here to assist you every step of the way.
17917 MN-7 Suite A, Minnetonka, MN 55345, United States -
AdvisorNet Financial | Insurance Agency | Wealth Management
● ClosedAdvisorNet Financial is a trusted institution located in Minnetonka, Minnesota, offering a wide range of financial services including insurance agency and wealth management. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance coverage or personalized wealth management strategies, we are here to provide expert guidance and support. Visit us at 110 Cheshire Lane to learn more about how AdvisorNet Financial can help you plan for a brighter financial future.
110 Cheshire Ln # 200, Minnetonka, MN 55305, United States -
Tom Sauerer - State Farm Insurance Agent
● ClosedTom Sauerer - State Farm Insurance Agent is a reputable insurance agency located at 14525 Minnesota 7, Minnetonka, Minnesota, United States. With over 30 years of experience with State Farm Insurance, Tom Sauerer is a trusted State Farm Agent since 1995. His background includes a BS in Accounting from St.Cloud State University and being scouted by the legendary hockey Coach Herb Brooks for the 1980 "Miracle On Ice Hockey Team" and the University of Minnesota. Tom is a Minneapolis metro resident who is actively involved in the Minnetonka community as a youth team sports sponsor and coach. He enjoys music, the arts, the outdoors, and all sports, and takes pride in taking care of his clients. At Tom Sauerer - State Farm Insurance Agent, clients can learn about renters insurance, filing claims, and how to combat rising auto repair costs with DIY maintenance. The institution also offers mobile health monitoring devices and telemedicine for convenient healthcare options. Additionally, they provide information on pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.
14525 MN-7 Ste 332, Minnetonka, MN 55345, United States -
Jay Ricci - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJay Ricci - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16180 Minnesota 7, Minnetonka, Minnesota, United States. With background and qualification information available on FINRA's BrokerCheck website, the institution offers a Client Relationship Summary Disclosure. They provide solutions and coverage levels for health, life, disability, income, and long-term care insurance to protect assets and achieve financial goals. The institution offers complimentary initial consultations to help clients plan for a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Jay Ricci may only conduct securities business with residents of states in which the advisor is properly registered. The institution cannot guarantee future financial results and emphasizes privacy and security through their Online Security Guarantee and About Email Fraud policies.
16180 MN-7, Minnetonka, MN 55345, United States -
Sarah Houser - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSarah Houser is a Financial Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah specializes in providing comprehensive financial planning services for individuals and businesses, with expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. She is dedicated to upholding the highest standards of ethics and professionalism in her practice.
10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305, United States -
Matthew Dornik - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Dornik is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, United States. Specializing in finance, Matthew Dornik holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. As a Certified Financial Planner™, Matthew Dornik upholds the highest standards of excellence in personal financial planning. With a focus on providing comprehensive financial advice, Matthew Dornik is dedicated to helping clients achieve their financial goals.
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, United States -
Damian Nold - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDamian Nold - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12900 Whitewater Drive in Minnetonka, Minnesota, United States. Damian Nold holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. The institution offers a wide range of services to help individuals with asset management, retirement planning, estate planning, investment opportunities, insurance products, and more. Damian Nold is dedicated to providing expert financial advice and guidance to clients, ensuring they make informed decisions for their financial future.
12900 Whitewater Dr Ste 101, Minnetonka, MN 55343, United States -
Tim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking wealth management solutions. Tim Jirak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution provides comprehensive financial planning services tailored to each client's unique goals and needs. With a focus on ethical practices and continuous education, Tim Jirak ensures that clients receive top-notch advice and guidance in navigating the complexities of wealth management. Whether you are a retiree, small business owner, high net worth individual, or seeking assistance with estate planning, Tim Jirak has the expertise and knowledge to help you achieve your financial goals.
10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305, United States -
Nash Meland - Investment Advisor Representative
● ClosedNash Meland - Investment Advisor Representative is a finance and insurance agency located at 11100 Wayzata Boulevard, Minnetonka, Minnesota, United States. As the Managing Director for the Minnesota Business Center of Principal®, Nash works with individuals, families, and businesses to create strategies to help clients achieve their financial goals. With a focus on giving people the financial tools and confidence to live their best lives, Nash and his team are dedicated to educating and developing professionals to deliver solutions that meet clients' goals. Nash is licensed to offer insurance products and securities in Minnesota, Arizona, and Idaho. He is a member of GAMA, NAIFA, and the FPA. Nash, who grew up in Delano, now lives in Minnetonka with his wife and son. In addition to his professional work, Nash enjoys hockey, golf, and spending time with family at the cabin.
11100 Wayzata Blvd UNIT 405, Minnetonka, MN 55305, United States -
Thrivent Financial
● ClosedThrivent Financial, located at 201 Lake Street East in Wayzata, Minnesota, is a finance and insurance agency dedicated to helping clients reach their financial goals. Specializing in retirement income planning, investment management, and protecting loved ones against the impact of long term care, death, and disability, Thrivent Financial also offers services in charitable giving, college planning, estate strategies, and tax advantage investment strategies. The institution serves Wayzata and surrounding areas such as Plymouth, Minnetonka, Delano, and Golden Valley. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans provides insurance products, while securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about Thrivent Financial's services and professional designations, visit their website or FINRA's Broker Check.
201 Lake St E Suite 205, Wayzata, MN 55391, United States -
LIVE Wealth Planners
● ClosedLIVE Wealth Planners is a finance institution located at 5100 Thimsen Avenue in Minnetonka, Minnesota, United States. Our team is dedicated to helping you achieve your financial goals through personalized investment plans. It is never too early to start planning for your future, and we are here to guide you every step of the way. Our services include securities and insurance products offered through Cetera Investment Services LLC, as well as advisory services through Cetera Investment Advisers LLC. Rest assured, our investment professionals are registered with FINRA and are committed to helping you secure your financial future. Contact us today to learn more about how we can help you reach your financial goals.
5100 Thimsen Ave Ste 228, Minnetonka, MN 55345, United States -
Tonka Financial DBA Cetera Advisors LLC
● ClosedTonka Financial DBA Cetera Advisors LLC is a leading finance, health, and insurance agency located at 1811 Traymore Road in Minnetonka, Minnesota, United States. With a strong focus on providing top-notch financial services, health insurance solutions, and comprehensive insurance products, Tonka Financial DBA Cetera Advisors LLC is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Their team of experienced professionals is committed to providing personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for investment advice, health insurance coverage, or insurance protection, Tonka Financial DBA Cetera Advisors LLC is here to help you every step of the way.
1811 Traymore Rd, Minnetonka, MN 55305, United States -
Johan Gjenvick - Financial Advisor - Northwestern Mutual
● ClosedJohan Gjenvick - Financial Advisor at Northwestern Mutual is a reputable institution located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. Specializing in finance, Johan Gjenvick offers expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Johan Gjenvick is committed to providing top-notch financial advice and solutions to individuals and families. Contact us today to start your journey towards financial security and success.
601 Carlson Pkwy #300, Minnetonka, MN 55305, United States -
Armour Capital
● OpenArmour Capital is a finance institution located at 18279 Minnetonka Boulevard, Wayzata, Minnesota, United States. The institution is dedicated to providing competitive sustainable advantages and investment strategies to its clients, with a focus on financial protection through the use of insurance to manage life's risks. Armour Capital is driven to success and has built its business through referrals. The institution offers securities and advisory services through Ausdal Financial Partners Inc., a registered investment adviser in Davenport, Iowa. Investors are encouraged to review disclosure and offering documents to determine the suitability of specific products or services for their investment needs. Forward-looking statements may be included in the information provided, and investors are advised to exercise caution and seek advice from their own tax advisor. Ausdal Financial Partners, Inc. disclaims any responsibility for the content or accuracy of information on third-party websites linked on the site. Investors should carefully consider all factors before making investment decisions.
18279 Minnetonka Blvd # D, Wayzata, MN 55391, United States -
Foster Klima
● ClosedFoster Klima is a reputable finance and insurance agency located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a team of experienced professionals, Foster Klima offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investment planning, retirement savings, or insurance coverage, Foster Klima is dedicated to providing personalized solutions to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.
10900 Wayzata Blvd Suite 730, Minnetonka, MN 55305, United States -
Michael Coughlin - Thrivent
● ClosedMichael Coughlin - Thrivent is a finance institution located at 14525 Minnesota 7, Minnetonka, Minnesota, United States. They are licensed in multiple states including AZ, CA, FL, IA, KS, MN, NM, NV, SD, 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 choose to further engage with Thrivent 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. 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. Visit Thrivent.com for more information on their services and financial advisors.
14525 MN-7 Ste, Minnetonka, MN 55345, United States -
MeritStone Financial
● OpenMeritStone Financial is a reputable finance and insurance agency located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and insurance solutions to our clients. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, MeritStone Financial is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
601 Carlson Pkwy # 1050, Minnetonka, MN 55305, United States -
David Klein - Northwestern Mutual
● ClosedDavid Klein - Northwestern Mutual is a reputable finance and insurance agency located at 601 Carlson Parkway in Minnetonka, Minnesota, United States. With a focus on helping individuals and businesses achieve financial security and peace of mind, this institution offers a wide range of services including financial planning, retirement planning, investment management, and insurance solutions. The team of experienced professionals at David Klein - Northwestern Mutual is dedicated to providing personalized financial guidance and tailored solutions to meet the unique needs of each client. Whether you are looking to build wealth, protect your assets, or plan for the future, David Klein - Northwestern Mutual is committed to helping you achieve your financial goals.
601 Carlson Pkwy #300, Minnetonka, MN 55305, United States
List of local businesses, places and services in Minnesota
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos