TOP 30 Management advisors in Delano, Minnesota

8 results found

Mike Dorsey - Financial Advisor, Ameriprise Financial Services, LLC, located at 131 Babcock Boulevard in Delano, Minnesota, offers a wide range of financial services. Mike Dorsey holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client needs, Mike Dorsey provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, insurance products, or retirement planning, Mike Dorsey is dedicated to helping you achieve your financial goals.

CorTrust Wealth Management/Raymond James- Jamison Edlund CFP is a premier finance institution located at 1300 Babcock Boulevard in Delano, Minnesota, United States. Specializing in wealth management services, the institution is led by the experienced and knowledgeable financial advisor Jamison Edlund, CFP. With a focus on personalized financial planning and investment strategies, clients can trust CorTrust Wealth Management/Raymond James to help them achieve their financial goals and secure their financial future.

Nash 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.

Thrivent 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.

BlueStem Wealth Partners is a finance institution located at 405 Babcock Boulevard in Delano, Minnesota, United States. We specialize in Financial Life Planning and Investment Management to help you make wise decisions and get the most out of life. Our focus is on your return on life, not just your return on investments. We work with you to set goals and provide the tools, guidance, and confidence to turn your resources into a fulfilling, purposeful life. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals, whether it's retiring early, taking a dream trip, or giving back in ways you never thought possible. We provide personalized advice that is reviewed by multiple CFP®s and other qualified professionals to ensure it is in your best interest.

MRD Consulting is a leading accounting and finance institution located at 127 Bridge Avenue East, Delano, Minnesota, United States. Our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With years of experience and expertise in the field, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust MRD Consulting to help you navigate the complexities of the financial world and achieve your goals.

CPA KPA, LLC is a premier accounting and finance institution located at 127 Bridge Avenue East, Delano, Minnesota, United States. Specializing in providing stellar foundation tax return preparation, meticulous foundation bookkeeping, and comprehensive individual tax services, CPA KPA is deeply committed to supporting the charitable missions of foundations and philanthropic families. With a focus on family foundations and high-net worth families, the institution offers tailored tax and accounting solutions to maximize tax benefits and ensure compliance. Embracing the digital landscape, CPA KPA offers remote service options such as virtual meetings and encrypted document exchange for clients nationwide. The institution's guiding principles of empathy, courage, trust, and continuous learning drive their mission to amplify the positive impact of foundations and philanthropic families. Led by founding principal Kyle Anderson, a seasoned tax professional with over 13 years of experience, CPA KPA is dedicated to improving the effectiveness and efficiency of private foundations.

Investment Centers of America is a leading finance institution located at 1300 Babcock Boulevard in Delano, Minnesota, United States. Our dedicated team of financial experts provides personalized investment solutions to help clients achieve their financial goals. With a focus on integrity and expertise, we offer a wide range of services including wealth management, retirement planning, and investment strategies. Visit us today to learn how we can help you secure your financial future.