TOP 30 Best Investment advisory services in Minnesota
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Garret Kollin - Thrivent
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
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.
Dale Wanderi - Thrivent
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
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
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.
Wells Fargo Advisors
Wells Fargo Advisors is a financial institution located at 220 West Washington Avenue in Fergus Falls, Minnesota, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial planning services to its clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wells Fargo Advisors can help you navigate the complex world of finance with confidence and peace of mind.
Christopher Grieve - Thrivent
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
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
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
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.
Theo Haar - Thrivent
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.
Shawn Longhenry - Thrivent
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.
Thrivent Financial Lutherans
Thrivent Financial Lutherans, located at 229 Madison Avenue in Ortonville, Minnesota, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. They believe in matching clients with resources based on their top financial concerns and understanding their unique situation and goals to provide tailored strategies and solutions. Their free virtual coaching service, Money Canvas™, empowers individuals to build healthier money habits at their own pace. Whether you are just starting out, building a foundation, or nearing retirement, Thrivent's financial advisors are there to help you navigate life's challenges and opportunities. They offer charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs.
Timothy Urness - Thrivent
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
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.
Rob Schwendemann - Thrivent
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
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
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
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.
Edward Jones - Financial Advisor: Chad M Budden, AAMS™
Edward Jones - Financial Advisor: Chad M Budden, AAMS™ is a reputable finance institution located at 113 Main Street West in Pipestone, Minnesota, United States. Chad M Budden is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ (AAMS™) designation. With a focus on personalized service and tailored financial solutions, Edward Jones provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Chad M Budden and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.
Benjamin Munsch - Thrivent
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.
Andy Boersma - Thrivent
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.
Edward Jones - Financial Advisor: John P Standafer
Edward Jones - Financial Advisor: John P Standafer is a trusted financial institution located at 515 Humiston Avenue in Worthington, Minnesota, United States. Specializing in personalized financial planning and investment services, John P Standafer and his team provide expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Visit their office today to learn more about their comprehensive financial services.
Lpl Financial
Lpl Financial is a finance institution located at 1321 Smith Avenue in Worthington, Minnesota, United States. They specialize in providing a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, Lpl Financial is dedicated to helping their clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Lpl Financial is committed to providing personalized and comprehensive financial solutions to meet your individual needs.
Stacy Millard - Thrivent
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
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
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
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.
Rich Gove - Thrivent
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
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.
Nearby cities:
- Albertville
- Alexandria
- Andover
- Anoka
- Apple Valley
- Arden Hills
- Belle Plaine
- Blaine
- Bloomington
- Brooklyn Center
- Brooklyn Park
- Buffalo
- Burnsville
- Cambridge
- Champlin
- Chanhassen
- Chaska
- Cottage Grove
- Crookston
- Delano
- Detroit Lakes
- Duluth
- Eagan
- East Grand Forks
- Eden Prairie
- Edina
- Elk River
- Excelsior
- Fergus Falls
- Forest Lake
- Fridley
- Golden Valley
- Hastings
- Hermantown
- Hopkins
- Inver Grove Heights
- Jordan
- Lake Elmo
- Lakeville
- Maple Grove
- Maplewood
- Marshall
- Mendota Heights
- Minneapolis
- Minnetonka
- Montevideo
- Monticello
- Moorhead
- Morris
- New Brighton
- New Hope
- New Prague
- Northfield
- Oakdale
- Osseo
- Otsego
- Perham
- Pine City
- Pipestone
- Plymouth
- Princeton
- Prior Lake
- Red Wing
- Redwood Falls
- Richfield
- Robbinsdale
- Rochester
- Roseau
- Roseville
- Saint Paul
- Savage
- Shakopee
- Shoreview
- St. Louis Park
- Stillwater
- Thief River Falls
- Waconia
- Wadena
- Wayzata
- White Bear Lake
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