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TOP 30 Investment portfolio management in Alexandria, MN
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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.
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.
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.
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