Top financial advisors in Albert Lea, MN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Albert Lea, MN when you're navigating complex income planning, especially given the area's relatively high taxes and strong social services. Without focused expertise, it's easy to overlook how these factors affect your overall financial picture.
- Tax-aware income strategies. Look for advisors who integrate local tax considerations into your income planning, not just generic advice.
- Social service impact. Ask how they factor in available social programs to optimize your financial resources.
- Long-term cash flow modeling. Confirm they project your income and expenses over time, accounting for tax changes and benefits.
- Experience with local regulations. Ensure they understand Minnesota-specific rules that could affect your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason W
CFP®, Series 66
Albert Lea, MN
LPL Financial
Jason Willner offers expertise in wealth management and retirement plans for business owners, making him well-suited for income planning in Albert Lea, MN. His 19 years of experience, CFP® certification, and affiliation with LPL Financial—a large firm providing diverse advisory services and flat-fee financial planning—distinguish him from other advisors in the area.
Experience: 20 years
Avg account: $399,489
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Jonathan M
Albert Lea, MN
ISC Financial Advisors
Jonathan Murray offers 12 years of experience in Albert Lea, MN, specializing in retirement plans for business owners, which suits those navigating local tax and social service complexities. His firm, ISC Financial Advisors, manages $1.35 billion with a focus on long-term strategies and fundamental analysis, charging 0.90% annually for assets under management and hourly fees for planning, providing a blend of personalized and institutional expertise.
Experience: 12 years
Avg account: $942,823
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Wade K
Series 63
Austin, MN
Cetera
Wade Kolander's 19 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners equip him to address complex income planning in Albert Lea, MN, including local tax considerations. Operating within Cetera, a large firm offering flat-fee and negotiated hourly consulting, he serves diverse clients including high earners and those approaching retirement, providing flexible fee structures and comprehensive financial planning.
Experience: 20 years
Avg account: $306,089
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Andrew I
Series 63
Albert Lea, MN
Edward Jones
Andrew Irvine offers retirement income and estate planning expertise in Albert Lea, MN, with 15 years of experience and a Series 63 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and a fee structure up to 1.35% annually, distinguishing him through broad resources and tailored wealth management services.
Experience: 15 years
Avg account: $246,728
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Suzanne K
Series 63, Series 66
Albert Lea, MN
Ameriprise
Suzanne Kach specializes in retirement income strategy and Social Security optimization, making her well-suited for income planning challenges in Albert Lea, MN, where tax and social service factors are significant. With 30 years of experience at Ameriprise, a large firm offering research-driven, tax-smart withdrawal strategies and a 0.15% AUM fee, she supports clients approaching retirement with substantial investable assets.
Experience: 30 years
Avg account: $471,167
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