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TOP 30 Investment management in Alexandria, MN
33 results found
Search for local businesses, places and services near you
True North Management, Inc.
True North Management, Inc. is a property management company located at 504 Broadway Street in Alexandria, Minnesota. Our mission is to simplify property ownership, management, and short-term rentals for our clients. We handle tenant issues, rent collection, maintenance and repairs, and tenant qualification so you can have peace of mind knowing your investment is being taken care of. By hiring True North Management, Inc., you can reclaim your time and focus on other aspects of your life or business. We handle the day-to-day management tasks so you don't have to. Our team is knowledgeable about affordable housing programs, grants, leasing, repairs, and tax credits, and we ensure everything runs smoothly for our clients.
Larson Wealth Management
Larson Wealth Management is a leading financial institution located at 123 3rd Avenue East in Alexandria, Minnesota, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or investing for the future, Larson Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and build a legacy for generations to come.
StoneBridge Wealth Management, LLC
StoneBridge Wealth Management, LLC is a leading finance institution located at 510 22nd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, StoneBridge Wealth Management, LLC offers comprehensive services tailored to meet your individual needs. Trust us to guide you towards a secure financial future.
Snyder Thornburg Wealth Management
Snyder Thornburg Wealth Management is a premier financial institution located at 710 Broadway Street in Alexandria, Minnesota, United States. Our team of experienced professionals specializes in providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our expert advisors are here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Fisher Townhomes
Fisher Townhomes, located at 102-114 5th Street South in Fisher, Minnesota, is managed by D.W. Jones Management, Inc. This institution offers a wide range of housing options to suit various needs, including family, elderly, market rate, supportive, and affordable housing. From Alexandria to Baudette, Fisher Townhomes provides housing for everyone, regardless of budget or location preference. The Colony in Pelican Rapids is a market rate community with studio, 1, 2, and 3 bedroom units. Mountain Manor Apartments offers 40 units with 1 & 2 bedroom options, while Prairieland Duplexes provides 20 units with 2, 3, 4 & 5 bedroom options. Westfield Apartments and Runestone Apartments also offer additional housing options to fit various needs.
GoodNeighbor Properties, LLC
GoodNeighbor Properties, LLC is a trusted general contractor located at 1910 42nd Avenue in Alexandria, Minnesota, United States. With a commitment to quality craftsmanship and excellent customer service, they specialize in a wide range of construction projects for residential and commercial properties. Whether you're looking to renovate your home or build a new commercial space, GoodNeighbor Properties, LLC is dedicated to exceeding your expectations and being a reliable neighbor in the community.
New York Life
New York Life, located at 1106 Broadway Street in Alexandria, Minnesota, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families through various life phases, New York Life offers expertise and guidance to create investment strategies and future financial plans. They also provide insurance solutions for employees, executives, business owners, and small businesses. Additionally, the institution is committed to giving back to the community through charitable initiatives and financial support for bereavement, education, and workplace programs.
Gate City Bank
Gate City Bank, located at 1630 Broadway Street in Alexandria, Minnesota, is a leading financial institution offering a wide range of innovative products and services to meet your banking and finance needs. From checking accounts to retirement savings, our personalized solutions are designed for every stage of life. Our current promotions and exclusive offers make managing your finances easy and rewarding. Whether you're looking to purchase your dream home or upgrade your vehicle, we offer the best loan options with low rates. Our business banking services are tailored to meet your unique needs, providing you with the tools to succeed in the competitive market.
Kalina Financial Services
Kalina Financial Services is a reputable finance and insurance agency located at 1106 Broadway Street in Alexandria, Minnesota, United States. With a team of experienced professionals, we provide a wide range of financial services including investment planning, retirement planning, insurance products, and more. Our mission is to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you with your financial needs.
Prospero Institute For Investors
Prospero Institute For Investors is a leading finance institution located at 302 Kenwood Street in Alexandria, Minnesota, United States. Our institute is dedicated to providing top-notch education and training for investors looking to excel in the financial market. With expert instructors and a comprehensive curriculum, we offer courses on a wide range of topics including investment strategies, market analysis, risk management, and more. Whether you are a beginner looking to learn the basics or a seasoned investor seeking to enhance your skills, Prospero Institute For Investors is the perfect place to achieve your financial goals. Join us today and take the first step towards financial success.
Boraas Financial Group, LLC
Boraas Financial Group, LLC is a reputable finance institution located at 503 22nd Avenue East in Alexandria, Minnesota, United States. With a team of experienced financial experts, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Boraas Financial Group, LLC to guide you towards a secure financial future.
John Severson - Thrivent
John Severson - Thrivent is a finance institution located at 2308 South Broadway Street, Alexandria, Minnesota, United States. They are licensed in multiple states including AL, CA, MN, NC, ND, and TX. 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. They offer advice and guidance through their Financial Planning Framework, and clients can further their planning engagement with 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 a subsidiary of Thrivent. Only credentialed financial advisors can provide investment advisory services. For more information on professional designations and requirements, visit their website or FINRA's Broker Check.
Paul Amundson - Thrivent
Paul Amundson - Thrivent is a finance institution located at 2308 South Broadway Street in Alexandria, Minnesota, United States. Licensing for their services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their 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 opt to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Geneva Capital LLC
Geneva Capital LLC is a finance institution located at 1311 Broadway Street in Alexandria, Minnesota, United States. Specializing in financial services, Geneva Capital LLC offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Geneva Capital LLC is dedicated to providing personalized and comprehensive financial services to its clients. Whether you are looking for investment advice, asset management, or financing options, Geneva Capital LLC is committed to helping you navigate the complexities of the financial world with confidence and ease.
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.
Joshua Tatge - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Tatge is a Financial Advisor at Ameriprise Financial Services, LLC, located at 817 Broadway Street, Alexandria, 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®. Joshua Tatge specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 2210 Minnesota 29 in Alexandria, Minnesota, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
Edward Jones - Financial Advisor: Matthew W Larson, CFP®|AAMS™
Edward Jones - Financial Advisor: Matthew W Larson, CFP®|AAMS™ is a trusted financial institution located at 323 Broadway Street in Alexandria, Minnesota, United States. With a focus on providing personalized financial planning and investment services, Matthew W Larson, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to build wealth, Edward Jones is committed to providing tailored solutions to meet your individual needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Wealth Enhancement Group
Wealth Enhancement Group is a reputable finance institution located at 303 22nd Avenue West, Alexandria, Minnesota, United States. With a team of experienced financial advisors and experts, Wealth Enhancement Group offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to providing personalized solutions tailored to your unique needs. Trust in Wealth Enhancement Group to help you navigate the complexities of the financial world and secure a prosperous future.
Edward Jones - Financial Advisor: Justine S Whitman, AAMS™
Edward Jones - Financial Advisor: Justine S Whitman, AAMS™ is a trusted financial institution located at 1111 Broadway Street in Alexandria, Minnesota, United States. Justine S Whitman is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist (AAMS™) designation. At this institution, clients can expect personalized financial advice and guidance to help them achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Justine S Whitman and her team are dedicated to providing top-notch financial services to help you secure your financial future.
Nathan Reiner - Financial Advisor, Ameriprise Financial Services, LLC
Nathan Reiner - Financial Advisor at Ameriprise Financial Services, LLC, located at 817 Broadway Street in Alexandria, Minnesota, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Nathan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure your plan stays on track as life changes. Access your accounts and track your progress securely from any device. Schedule a complimentary initial consultation to learn more about how Nathan can help you secure a confident financial future. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Nathan Reiner is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. Privacy and security are a top priority at Ameriprise Financial Services, LLC. Referrals are appreciated, and your friends and family can expect to hear from Nathan soon to begin their financial planning journey.
Nate Larson - Raymond James
Nate Larson - Raymond James is a finance institution located at 123 3rd Avenue East in Alexandria, Minnesota, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a commitment to integrity and professionalism, we strive to provide our clients with the guidance and support they need to make informed decisions about their financial future. Contact us today to learn more about how we can help you secure your financial well-being.
Edward Jones - Financial Advisor: Brandon M Plotz
Edward Jones - Financial Advisor: Brandon M Plotz is a trusted finance institution located at 507 North Nokomis Street in Alexandria, Minnesota. As a dedicated financial advisor, Brandon M Plotz provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering expert guidance, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for education, or investing for the future, Brandon M Plotz and Edward Jones are here to provide professional advice and support every step of the way.
NorthRock Partners
NorthRock Partners is a leading finance institution located at 218 3rd Avenue East in Alexandria, Minnesota, United States. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management services, NorthRock Partners is here to help. We pride ourselves on our personalized approach and commitment to excellence, ensuring that each client receives the attention and support they deserve. Visit us today to see how we can help you secure a brighter financial future.
Cory Seifert - Private Wealth Advisor, Ameriprise Financial Services, LLC
Cory Seifert - Private Wealth Advisor at Ameriprise Financial Services, LLC is a reputable finance institution located at 817 Broadway Street in Alexandria, Minnesota, United States. With a focus on providing personalized financial planning and investment management services, Cory Seifert helps clients achieve their financial goals and secure their financial future. With a commitment to excellence and a wealth of experience in the industry, clients can trust Cory Seifert to provide expert advice and guidance tailored to their individual needs.
Edward Jones - Financial Advisor: Scott W Larson, AAMS™
Edward Jones - Financial Advisor: Scott W Larson, AAMS™ is a reputable finance institution located at 323 Broadway Street in Alexandria, Minnesota, United States. Scott W Larson, a knowledgeable and experienced financial advisor, specializes in providing personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott W Larson, AAMS™ is dedicated to helping individuals and families navigate the complexities of financial planning with confidence and peace of mind.
Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 817 Broadway Street in Alexandria, Minnesota, is a finance institution that offers a wide range of services to meet the diverse needs of individuals seeking expert financial advice. Thomas Steidl holds multiple certifications, including the 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 Thomas Steidl's commitment to excellence and expertise in various areas of financial planning and wealth management. Whether you are looking for assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or other financial needs, Thomas Steidl is equipped to provide personalized guidance and support. Contact Thomas Steidl - Private Wealth Advisor, Ameriprise Financial Services, LLC, to schedule a consultation and take the first step towards achieving your financial goals.
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.
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.
Justin Thoennes - Associate Financial Advisor, Ameriprise Financial Services, LLC
Justin Thoennes is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 817 Broadway Street in Alexandria, Minnesota, United States. Justin 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 Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. Justin's expertise includes asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and comprehensive knowledge, Justin provides financial advice and services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with investment opportunities, insurance products, tax planning, or asset allocation, Justin Thoennes is dedicated to helping you achieve your financial goals.
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