The 30 Best Retirement investment advisor in Wayzata, Minnesota

Merrill Lynch Financial Advisor Kent W Scholten is a reputable finance institution located at 315 Lake Street East in Wayzata, Minnesota, United States. With a focus on providing personalized financial advice and services, clients can trust in the expertise and guidance of Kent W Scholten to help them achieve their financial goals. Specializing in wealth management, investment strategies, and retirement planning, Merrill Lynch Financial Advisor Kent W Scholten is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Sarah Houser is a Financial Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. She 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah specializes in providing comprehensive financial planning services for individuals and businesses, with expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. She is dedicated to upholding the highest standards of ethics and professionalism in her practice.

Edward Jones - Financial Advisor: Jeffrey A Doughty, CFP® is a reputable finance institution located at 1421 Wayzata Boulevard in Wayzata, Minnesota, United States. With a focus on providing personalized financial planning services, Jeffrey A Doughty, a Certified Financial Planner, helps clients achieve their long-term financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Edward Jones - Financial Advisor: Jeffrey A Doughty, CFP® offers expert advice and guidance to help you make informed financial decisions. Trust in their expertise and dedication to help secure your financial future.

Matthew Dornik is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, United States. Specializing in finance, Matthew Dornik holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. As a Certified Financial Planner™, Matthew Dornik upholds the highest standards of excellence in personal financial planning. With a focus on providing comprehensive financial advice, Matthew Dornik is dedicated to helping clients achieve their financial goals.

Reese J Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States. The institution offers a range of certifications and designations, 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®. These certifications demonstrate expertise in various areas of finance, from asset management to retirement planning, estate planning, and investment management. With a focus on ethical practices and real-world application, Reese J Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses.

Lucas Headley - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1907 Wayzata Boulevard East, Wayzata, Minnesota, United States. Lucas Headley holds various certifications such as 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 his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Lucas Headley is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and professionalism, Lucas Headley is committed to assisting clients in achieving their financial goals and securing their financial future."

Joel McCann, a Financial Advisor at Ameriprise Financial Services, LLC, located at 13100 Wayzata Boulevard in Minnetonka, Minnesota, offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing top-notch financial advice and guidance, Joel McCann has the expertise, credentials, and experience to help clients navigate their financial journey. By filling out the "Request consultation" form, clients can connect with Joel McCann for a complimentary initial consultation to discuss their financial needs and goals. Whether you are planning for retirement, saving for college, or investing for the future, Joel McCann can help create a customized financial plan tailored to your specific needs. Contact Joel McCann today to take the first step towards a secure financial future.

Located at 315 Lake Street East in Wayzata, Minnesota, Merrill Lynch Financial Advisor Jeanne R. Rosengren is a prestigious finance institution dedicated to providing exemplary client service. Recognized by Forbes and Barron's for their outstanding wealth management teams and financial advisors, Merrill is supported by the global resources of Merrill, ensuring that clients receive personalized service based on trust and expertise. The team at Merrill Lynch Wealth Management, led by Jeanne R. Rosengren, is committed to helping clients achieve their financial goals and priorities. With a focus on building strong client relationships, the team at Merrill offers a wide range of tools and strategies to help clients pursue their short and long-term financial objectives.

RBC Wealth Management Branch - Wayzata Bay is a prestigious financial institution located at 445 Lake Street East in Wayzata, Minnesota, United States. As a branch of RBC Wealth Management, it offers a wide range of financial services and investment solutions to individuals, families, and businesses. With a team of experienced financial advisors and wealth management experts, RBC Wealth Management Branch - Wayzata Bay is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing personalized solutions tailored to your specific needs. Visit RBC Wealth Management Branch - Wayzata Bay today to learn more about how they can help you reach your financial objectives.

Burke Investment Group - UBS Financial Services Inc. is a reputable finance institution located at 681 Lake Street East in Wayzata, Minnesota, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Burke Investment Group - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Robert Porter - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 15600 Wayzata Boulevard, Wayzata, Minnesota, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly trained and qualified to meet the specific financial needs of their clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are well-equipped to provide expert advice in areas such as estate planning, retirement planning, investment management, and more. The institution is dedicated to providing top-quality financial services to their clients, with a focus on professionalism, ethics, and excellence in financial planning.

Steven N Brandt is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. Steven N Brandt holds multiple 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®. These certifications demonstrate Steven N Brandt's expertise in various areas of finance such as asset management, estate planning, retirement planning, investment strategies, and more. As a Private Wealth Advisor, Steven N Brandt is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Timothy Davisson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. Timothy Davisson holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in wealth management, retirement planning, estate planning, and investment strategies. As a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional, Timothy Davisson provides personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Timothy Davisson is committed to helping clients achieve their financial goals and secure their financial future.

Meg Jakubik - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1907 Wayzata Boulevard East in Wayzata, Minnesota, offers a wide range of financial services to individuals. Meg Jakubik holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, wealth transfers, estate planning, and investment fiduciary practices. With specialized knowledge in areas such as retirement planning, investment strategies, and risk management, Meg Jakubik provides personalized financial advice to clients, helping them make informed decisions for their financial future. Whether you are a retiree, small business owner, or high net worth individual, Meg Jakubik can assist you in achieving your financial goals. Contact Meg Jakubik - Private Wealth Advisor for expert financial guidance and support.

Merrill Lynch Financial Advisor Jeffrey C Adamson, located at 315 Lake Street East, Wayzata, Minnesota, United States, is a finance institution that prides itself on providing exemplary client service. Their team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution has been recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024. At Merrill Lynch Wealth Management, the financial advisors focus on what matters most to their clients: family, goals, and priorities. They aim to help clients achieve their personal financial goals, such as planning for education, retirement, and healthcare costs. The advisors work with clients to create personalized plans that reflect their unique needs and priorities.

Wayzata Investment Partnership LLC is a finance institution located at 701 Lake Street East in Wayzata, Minnesota, United States. With a focus on investment management, Wayzata Investment Partnership LLC offers a range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or diversify your portfolio, the experienced team at Wayzata Investment Partnership LLC is dedicated to providing personalized solutions to meet your financial needs.

Tim Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard, Minnetonka, Minnesota, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking wealth management solutions. Tim Jirak holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution provides comprehensive financial planning services tailored to each client's unique goals and needs. With a focus on ethical practices and continuous education, Tim Jirak ensures that clients receive top-notch advice and guidance in navigating the complexities of wealth management. Whether you are a retiree, small business owner, high net worth individual, or seeking assistance with estate planning, Tim Jirak has the expertise and knowledge to help you achieve your financial goals.

Nicholas Hagan - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. The institution offers a range of certifications and designations to its advisors, 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®. These certifications cover various aspects of financial planning, including asset management, retirement planning, estate planning, investment management, and more. The advisors at Nicholas Hagan - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Jeannine Strand - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States, offers a range of financial services to individuals seeking expert guidance in managing their wealth. With certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jeannine Strand is equipped to provide comprehensive asset management, investment strategies, estate planning, retirement planning, and insurance products tailored to the unique needs of clients. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior planning, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and ethics, Jeannine Strand is dedicated to helping clients make informed financial decisions and achieve their long-term goals.

Lundeen Abrams Advisors is a leading finance institution located at 13100 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a team of experienced financial advisors, they provide expert guidance and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Lundeen Abrams Advisors offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.

Patrick Hagan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 8325 Wayzata Boulevard, Golden Valley, Minnesota, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 cover various aspects of financial planning, wealth management, estate planning, retirement planning, investment management, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, ensuring that clients receive expert advice and guidance in achieving their financial goals.

Edward Jones - Financial Advisor: Seth D Schuett, CFP®|AAMS™ is a reputable financial institution located at 8441 Wayzata Boulevard in Golden Valley, Minnesota, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Seth D Schuett offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Seth D Schuett and his team are dedicated to helping you navigate the complexities of the financial world and secure a stable financial future.

Taylor Koczur is a financial advisor at Ameriprise Financial Services, LLC located at 8325 Wayzata Boulevard in Golden Valley, Minnesota, United States. Taylor holds various 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®, CFP®, 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®. Taylor is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethical practices and a commitment to ongoing education and training, Taylor is well-equipped to help clients navigate the complexities of financial planning and investment management. Contact Taylor Koczur today for personalized financial guidance tailored to your specific needs and goals.

Max Stowe, a financial advisor at Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Max documents goals, tracks progress, and adjusts strategies as life changes. Clients can access their accounts and track progress online securely, and schedule a complimentary initial consultation to get started. Max Stowe is registered in certain states for securities business, and clients can find background and qualification information on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future results, but strives to help clients achieve their financial goals through personalized planning and advice.

Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers a range of financial services to meet the diverse needs of individuals. Mark Cheeley holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and client-centered approaches, Mark Cheeley provides personalized financial advice to help clients achieve their financial goals. Additionally, the institution offers training in behavioral finance, philanthropy, annuities, retirement planning, and more to ensure that clients receive comprehensive and tailored financial solutions. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Mark Cheeley is committed to providing you with the expertise and guidance you need to secure your 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.

Alan Fleischauer is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10900 Wayzata Boulevard in Minnetonka, Minnesota, United States. He holds various certifications such as 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®. Alan specializes in providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is dedicated to upholding a high standard of ethics and professionalism in the field of finance, ensuring that his clients receive the best possible guidance for their financial needs.

Kyle Laube - Financial Advisor, Ameriprise Financial Services, LLC, located at 10159 Wayzata Boulevard in Minnetonka, Minnesota, offers a wide range of financial services to individuals. Kyle Laube holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Kyle Laube is dedicated to helping clients navigate complex financial decisions and achieve their financial goals. Whether you are planning for retirement, managing investments, or preparing for major life events, Kyle Laube can provide the guidance and expertise needed to secure your financial future.

Fidelity Investments is a renowned finance institution located at 11450 Wayzata Boulevard in Minnetonka, Minnesota, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and protect their wealth. Whether you are planning for retirement, saving for education, or building your investment portfolio, Fidelity Investments offers a wide range of products and services to help you achieve your financial goals. Their experienced team of financial experts is dedicated to providing personalized guidance and support to help you make informed decisions and secure your financial future.

Jill Lawrence is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 13100 Wayzata Boulevard in Minnetonka, Minnesota, United States. As a finance institution, Ameriprise offers a range of financial services to help clients achieve their financial goals. Jill Lawrence specializes in providing personalized financial advice and guidance to help clients reach their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Jill Lawrence can help clients navigate the complexities of the financial world.