Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

4,649 advisors near
55123

Out of 400,000+ nationwide

user avatar
firm logo

Corinn B

Series 65

Bloomington, MN

JNBA Financial Advisors, LLC

Corinn Berken is a financial advisor at JNBA Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked in wealth management at Wells Fargo Private Bank for four years. Berken has been with JNBA Financial Advisors since 2017. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm offers team-based family office services, retirement plan consulting, and business consulting for select clients such as professional athletes, utilizing a range of investment strategies and third-party platforms for portfolio management.

ESG / Sustainable investing
user avatar
firm logo

Thomas C

Series 66

Oakdale, MN

Wedbush Securities Inc.

Thomas Carlson is a financial advisor with Wedbush Securities Inc., holding a Series 66 credential and 13 years of industry experience. Prior to joining Wedbush in 2022, he worked at Ameriprise Financial Services Inc. and U.S. Bancorp Investments, Inc. Outside of his advisory role, Carlson engages in community activities including providing entertainment to senior living communities and supporting local theatre publicity efforts. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of portfolio management strategies, research services, and operational capabilities including custodial, clearing, and prime services.

Wealth management Founder/Business Owner Executive
user avatar
firm logo

Brady A

Series 66

Minneapolis, MN

OnePoint BFG Wealth Partners

Brady Arnett is a financial advisor at OnePoint BFG Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Northwestern Mutual Investment Services LLC and Brian Eder. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a blend of third-party managers, proprietary investment models, and technology-driven operational support to deliver both discretionary and non-discretionary portfolio management.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Denise F

CFP®

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Denise Falbo is a CFP® professional with two years of experience at CliftonLarsonAllen Wealth Advisors, LLC. She previously worked at MAP Retirement USA LLC for three years and CliftonLarsonAllen LLP for seven years. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, combining active and passive management, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Vincent R

Series 66

Minneapolis, MN

Prosperity - An EisnerAmper Company

Vincent Ruud is a financial advisor at Prosperity - An EisnerAmper Company based in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has worked at Prosperity and DAI Securities since 2023, following a three-year tenure at Ameriprise. Prosperity serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm manages approximately $5 billion in client assets across a team of about 63 advisors, emphasizing asset allocation, diversification, and utilizing third-party managers and technology platforms to support its offerings.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar
firm logo

Noah M

CFP®, Series 63, Series 65

Minneapolis, MN

Aprio Wealth Management, LLC

Noah Marell is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at The Mather Group, LLC, Creative Planning, LLC, and Wipfli Financial Advisors. Outside of his advisory work, Marell serves as president of the board of directors for Beth El Synagogue in St. Louis Park, Minnesota. Aprio Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation and various trading strategies, offers both discretionary and non-discretionary management, and supports clients with financial planning and consulting services.

Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Kristin B

CFP®, Series 63

Minneapolis, MN

Northrock Partners, LLC

Kristin Bilden is a CFP® with five years of industry experience, currently serving as an advisor at NorthRock Partners, LLC in Minneapolis, where she has worked since 2013. She holds a Series 63 license and focuses her practice within a multi-team firm environment. NorthRock Partners provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the integration of private market allocations, supported by AI tools alongside human oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
user avatar
firm logo

Steven W

Series 63

Bloomington, MN

Compass Financial Management LLC

Steven Walstad is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds a Series 63 designation and has been affiliated with Independent Investment Advisors Inc. since 2013. In addition to his advisory role, he is an independent insurance agent for various companies. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Passive / index investing Factor investing / smart beta
user avatar
firm logo

David T

Series 63, Series 65

Lakeville, MN

AlphaStar Capital Management

David Tillou is a financial advisor at AlphaStar Capital Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar since 2017. He also operates Tillou Financial Group, where he is involved in the sale of fixed insurance products. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model portfolios and custom strategies driven by quantitative analysis and third-party research.

Tax-loss harvesting Active portfolio management Passive / index investing Private / alternative investments Founder/Business Owner Retired
user avatar
firm logo

Michael S

Series 66

Golden Valley, MN

The Oak Ridge Financial Services Group, Inc.

Michael Schumacher is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and U.S. Bancorp Investments, Inc. before joining Oak Ridge in 2019. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including high-net-worth households. The firm offers portfolio management, written financial plans, and access to third-party managers and platform solutions.

Wealth management
user avatar
firm logo

Rebecca G

Series 65

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Rebecca Garza is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at CliftonLarsonAllen since 2019, following six years at Pinnacle Advisory Group. CliftonLarsonAllen Wealth Advisors serves a diverse client base, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial and estate planning, and business succession advisory, utilizing a strategic asset allocation approach with both active and passive investment vehicles.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Kevin P

Series 63, Series 66

Savage, MN

Principal Advised Services

Kevin Paulus is a financial advisor with Principal Advised Services in Savage, MN, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Advisors LLC. At Principal, he also serves as a sales manager supervising investment advisor representatives who provide one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm benefits from integration with the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and model services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
user avatar
firm logo

Christopher K

CFP®, ChFC®, Series 63

Minneapolis, MN

OnePoint BFG Wealth Partners

Christopher Koenig is a CFP® and ChFC® professional with nine years of industry experience, currently serving at OnePoint BFG Wealth Partners in Minneapolis, MN. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Koenig is treasurer of the Northwestern Mutual Minneapolis Foundation, a nonprofit organization. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary portfolio models and third-party managers, with most assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Anthony C

Series 65, Series 63

Minneapolis, MN

Northrock Partners, LLC

Anthony Cameranesi is a financial advisor at NorthRock Partners, LLC in Minneapolis, MN, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his advisory career, he was a professional hockey player for six years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities, using a tailored investment approach focused on broad asset allocation, diversification, and periodic rebalancing. The firm integrates private market investments and leverages AI tools to support tax-aware investing and portfolio monitoring while maintaining human oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
user avatar
firm logo

Matthew L

CFA®

Minneapolis, MN

Northrock Partners, LLC

Matthew Larson is a CFA® charterholder affiliated with NorthRock Partners, LLC in Minneapolis, MN. He has four years of industry experience, including prior roles at The Servion Group, Rock'n Dough, and Green Mill. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach combining broad asset allocation, diversification, and periodic rebalancing, incorporating private market allocations and using AI-supported tools alongside human oversight.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
user avatar
firm logo

Thomas H

Series 65

St Louis Park, MN

Balefire, LLC

Thomas Hannon is a financial advisor at Balefire, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at VisionPoint Advisory Group, LPL Financial LLC, Steele Capital Management, Inc., and Capital Formation Strategies. In addition to his advisory role, he is involved with 197 Holdings LLC, a business entity providing capital for private startup companies. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar
firm logo

Donwin B

Series 66

Minneapolis, MN

Northrock Partners, LLC

Donwin Braun is a financial advisor with Northrock Partners, LLC in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Northrock Partners since 2013. Braun maintains current Minnesota insurance licensure for Accident & Health and Life. Northrock Partners provides comprehensive wealth management and advisory services to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that incorporates asset allocation, diversification, private market investments, and advanced tools for tax-aware investing and risk assessment.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Established Professionals
user avatar
firm logo

Elle S

CFP®, Series 65, Series 63

Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC

Elle Smits is a CFP® affiliated with CliftonLarsonAllen Wealth Advisors, LLC in Minneapolis, MN, with three years of industry experience. Prior to joining CliftonLarsonAllen in 2023, she held positions at the University of Wisconsin-Madison, Wipfli Financial, and Sand Valley Golf Resort among others. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers a multidisciplinary planning approach supported by its parent company, CliftonLarsonAllen LLP.

Business exit / sale strategy Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar
firm logo

Nicholas T

Series 66

Minneapolis, MN

Thrivent Advisor Network, LLC

Nicholas Taylor is a financial advisor at Thrivent Advisor Network, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Taylor is also the owner of an LLC that manages business operations for his advisory practice. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering diversified portfolios and access to both internal and independent investment managers.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
user avatar
firm logo

Cheryl S

CFP®

Minneapolis, MN

Riverbridge

Cheryl Starman Coombs is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Riverbridge Partners, LLC since 2016. She is based in Minneapolis, MN. Riverbridge Partners provides discretionary equity and income portfolio management to individual, high-net-worth, and institutional clients. The firm employs a growth-equity investment process focused on five key criteria and offers services including sub-advisory mandates, management of pooled investment vehicles, and performance-based fee arrangements.

Active portfolio management Wealth management Real estate investing Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)