Professional financial advisory in Lakeville, Minnesota
10 results found
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Thrivent Financial
● OpenThrivent Financial, located at 19950 Dodd Boulevard in Lakeville, Minnesota, is a finance institution that offers financial guidance tailored to your goals and values. Licensed in multiple states including AZ, FL, IA, IL, MN, NC, ND, NY, SD, TN, TX, and WI, Thrivent provides advice and guidance through its Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which offers written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through its subsidiary, Thrivent Investment Management Inc. Thrivent financial advisors are credentialed to provide investment advisory services, and more information about them can be found on Thrivent's website or FINRA's Broker Check. For more information on professional designations and their requirements, visit Thrivent's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult their own attorney or tax professional for such services.
19950 Dodd Blvd, Lakeville, MN 55044, United States -
TNT TAX, LLC
● OpenTNT TAX, LLC is a professional accounting and finance institution located on Kenrick Avenue in Lakeville, Minnesota. Specializing in serving clients in the Consumer Direct, MLM, Network Marketing, Logistic's Industry, Construction, and Real Estate sectors, TNT TAX, LLC offers expert tax preparation and planning services to help individuals and businesses minimize their tax liabilities. With a dedicated team of professionals, TNT TAX, LLC provides a wide range of services including payroll, bookkeeping, accounts payable and receivable maintenance, account reconciliations, and financial statement preparation. The institution also offers Notary Public services to assist with various business matters.
17645 Juniper Path, Suite 135 Lower Level - Access from, Kenrick Ave, Lakeville, MN 55044, United States -
Jim Christian Inc.
● OpenJim Christian Inc. is a comprehensive financial services firm located at 17595 Kenwood Trail in Lakeville, Minnesota. Our team is dedicated to helping clients improve their long-term financial success through a combination of experience and professional client services. As a finance institution, we offer securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that Osaic Wealth, Inc. is separate from other entities mentioned and does not provide tax or legal advice. Our services are available to individuals residing in specific states, including AK, AR, AZ, CA, CO, FL, GA, IA, MN, MO, NC, TN, TX, VA, and WI. When visiting our website, you can explore a variety of helpful calculators. Please be aware that when you click on links to external websites, you are leaving our site and assuming responsibility for your use of the linked site. We do not guarantee the accuracy or completeness of information on external websites. For more information, you can check the background of our investment professional.
17595 Kenwood Trail #170, Lakeville, MN 55044, United States -
Mark Larson - Thrivent
● OpenMark Larson - Thrivent is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. Mark Larson offers financial guidance to help clients reach their goals. Licensed in multiple states including Arizona, California, Colorado, Florida, Georgia, Iowa, Kentucky, Minnesota, North Carolina, Nevada, Utah, and Wisconsin, Mark Larson provides the Lakeville area with expert financial advice. Thrivent and its professionals do not provide legal, accounting, or tax advice, but offer a Financial Planning Framework to analyze a client's financial situation. Clients can further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans is the marketing name for Thrivent, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors and professionals. For more information on professional designations and services, visit Thrivent's website or FINRA's Broker Check.
19950 Dodd Blvd STE 102, Lakeville, MN 55044, United States -
Rebecca Devine - Thrivent
● OpenRebecca Devine - Thrivent is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. Licensing information can be obtained through your 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, 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. Thrivent is a licensed agent/producer and registered representative of Thrivent Investment Management, Inc.
19950 Dodd Blvd, Lakeville, MN 55044, United States -
Josh Malwitz - Thrivent
● OpenJosh Malwitz - Thrivent is a finance institution located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. We offer financial guidance tailored to your specific goals and values. Our licensed professionals operate in multiple states including AZ, FL, IA, IL, MN, NC, ND, NY, SD, TN, TX, and WI. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. We provide advice and guidance through our Financial Planning Framework, which includes a thorough review and analysis of your financial situation.
19950 Dodd Blvd STE 102, Lakeville, MN 55044, United States -
Dale Kersten - Thrivent
● OpenDale Kersten - Thrivent is a finance institution located at 3000 County Road 42 West, Burnsville, Minnesota, United States. Our mission is to provide financial guidance, education, recommendations, and strategies to meet your needs at any stage of life. We focus on leveraging your values and beliefs to bring clarity to your goals and plans, with a holistic approach to retirement, tax efficiency, income protection, investments, and generosity. We have been serving the communities of Apple Valley, Rosemount, Eagan, Farmington, Lakeville, and Burnsville for the past 30 years, but we also serve the entire Twin Cities area and are licensed in multiple states including Wisconsin, Iowa, North Dakota, South Dakota, Arizona, and Florida.
3000 County Rd 42 W Suite 201, Burnsville, MN 55337, United States -
Paul Bayer - Thrivent
● OpenPaul Bayer - Thrivent is a finance institution located at 19950 Dodd Boulevard in Lakeville, Minnesota, United States. They offer licensing through the State Insurance Department's website and provide advice and guidance through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult their own professionals in those areas. They offer Dedicated Planning Services for clients looking for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services and clients can visit their website or FINRA's Broker Check for more information. For details on professional designations and requirements, clients can visit Thrivent's website.
Lakeville Executive Suites, 19950 Dodd Blvd STE 102, Lakeville, MN 55044, United States -
Gail Nieuwsma - Thrivent
● OpenGail Nieuwsma - Thrivent is a finance institution located at 19950 Dodd Boulevard, Lakeville, Minnesota, United States. Gail Nieuwsma is licensed in multiple states including CA, FL, IA, MI, MN, NE, SD, UT, and WI. As a financial partner, Gail Nieuwsma helps individuals organize their finances, find tax-efficient ways to manage money, and give to causes that matter to them. The institution offers virtual appointments in addition to in-person services for those in the Twin Cities Metro area. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer guidance through their Financial Planning Framework. 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. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.
19950 Dodd Blvd STE 102, Lakeville, MN 55044, United States -
JSK Tax & Accounting LLC
● OpenJSK Tax & Accounting LLC, located at 10627 165th Street West in Lakeville, Minnesota, is a reputable institution specializing in accounting and finance services. Established in 2022 through a merger of experienced professionals, JSK Tax & Accounting is dedicated to serving small businesses and individuals in the south metro area and beyond. With a focus on tailored services, the team at JSK Tax & Accounting offers a range of services including accounting, payroll, tax planning, and general advisory. Their office, located in the previous long-time location of Holmgren Balster Ltd and Mattson Radziej, is equipped to meet the needs of their clients and contribute to their success. Whether you require comprehensive financial management or specific financial advice, JSK Tax & Accounting is committed to providing expert assistance.
10627 165th St W, Lakeville, MN 55044, United States
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