Top financial advisors in Alexandria, 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 Alexandria, MN when you're navigating complex income planning amid relatively high state taxes and aiming to optimize your financial resources. A common pitfall is working with an advisor who overlooks the impact of local tax nuances and social services on your income strategy.
- Local tax insight. Confirm how they incorporate Minnesota's tax landscape into your income and investment plans.
- Income timing strategies. Ask how they help manage income streams to minimize tax burdens while maximizing benefits.
- Social services integration. Check if they consider available social programs that could affect your financial decisions.
- Experience with regional clients. Look for advisors familiar with Alexandria's economic environment and client needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alexander J
Series 63
Alexandria, MN
Edward Jones
Alexander Johnston's 27 years of experience and Series 63 designation equip him to navigate Alexandria's tax landscape and income planning challenges effectively. As a seasoned advisor at Edward Jones, a large full-service wealth management firm, he offers tax-loss harvesting and multi-generational wealth transfer strategies, with a program fee up to 1.35% annually, distinguishing him from other local advisors.
Experience: 27 years
Avg account: $246,728
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Jennifer S
Series 66
Alexandria, MN
Wells Fargo Advisors
Jennifer Stich offers financial guidance in Alexandria, MN, with a focus on divorce planning, special needs, and business exit strategies, supported by her Series 66 designation and prior banking experience. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, she provides access to comprehensive planning services including retirement and wealth transfer, distinguishing her from advisors with narrower scopes or smaller firm resources.
Experience: 1 year
Avg account: $514,335
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Daniel K
Series 63, Series 65
Alexandria, MN
Fortis Group Advisors LLC
Daniel Kalina offers expertise in wealth management and retirement plans for business owners, making him well-suited for income planning in Alexandria, MN's tax environment. His firm uses risk-profiling technology and institutional share classes, providing both discretionary and non-discretionary portfolio management, with flat-fee and hourly pricing options that may appeal to clients seeking transparent costs.
Experience: 19 years
Avg account: $306,523
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Andrew H
Series 66
Alexandria, MN
LPL Financial
Andrew Holte offers expertise in wealth management and retirement plans for business owners, with 11 years of experience in Alexandria, MN. Affiliated with LPL Financial, a large firm providing diverse client services and supported by in-house research, he charges flat fees for financial planning, which may appeal to clients seeking transparent pricing and comprehensive support in managing local tax and income planning complexities.
Experience: 11 years
Avg account: $399,489
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Reilly D
Series 66
Alexandria, MN
Ameriprise
Reilly Daugherty offers expertise in retirement income strategy and Social Security optimization, making him well-suited for managing income planning in Alexandria, MN's tax environment. Affiliated with Ameriprise, a large firm providing specialized retirement income services and tax-aware withdrawal strategies, he brings three years of experience and a Series 66 designation, distinguishing him from advisors with less firm support or narrower service scopes.
Experience: 1 year
Avg account: $471,167
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