Top financial advisors in Austin, 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.
When you're managing your finances in Austin, MN, careful income planning is crucial due to the area's relatively high taxes and available social services. Without an advisor familiar with these local factors, you might miss opportunities to optimize your income and tax situation.
- Local tax knowledge. Confirm how they incorporate Minnesota's tax rules into your income strategy to avoid unexpected liabilities.
- Income timing strategies. Ask how they plan withdrawals or income streams to balance tax impact and cash flow needs.
- Social service integration. See if they consider available state programs that could affect your financial plan.
- Experience with regional markets. Ensure they understand local economic conditions that influence investment and retirement decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Toby H
Series 66
Austin, MN
Ameriprise
Toby Hovelsrud specializes in retirement income strategy and Social Security optimization, making him well-suited for managing income planning in Austin, MN's unique tax environment. With 17 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he serves clients approaching retirement and charges a 0.15% AUM fee, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 17 years
Avg account: $471,167
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Richard M
Series 65, Series 63
Austin, MN
Thrivent Investment Management
Richard Makope's decade of experience and Series 63 and 65 licenses equip him to navigate Austin, MN's financial landscape, including business ownership considerations. Working with Thrivent Investment Management, a large firm offering dedicated planning and managed-account programs, he provides holistic, goal-based strategies that integrate planning with portfolio management, distinguishing him from advisors at smaller firms.
Experience: 11 years
Avg account: $162,801
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Aaron B
ChFC®, Series 66
Austin, MN
Edward Jones
Aaron Brack's expertise in retirement income strategy and business ownership considerations suits income planning needs in Austin, MN, where local tax and social service factors are significant. Working with Edward Jones, a large full-service firm, he offers a range of advisory programs and investment strategies, supported by four years of experience and credentials like ChFC® and Series 66, differentiating him from advisors with smaller firm affiliations or less diverse client services.
Experience: 5 years
Avg account: $246,728
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Cynthia L
Series 63, Series 66
Austin, MN
Geneos Wealth Management, Inc.
Cynthia Low's 37 years of experience and Series 63 and 66 licenses equip her to navigate Austin, MN's tax environment and income planning challenges effectively. As an independent advisor at Geneos Wealth Management, she offers flat-fee financial planning and serves a diverse clientele, including trusts and pension plans, distinguishing her with a broad service scope and flexible fee options.
Experience: 38 years
Avg account: $423,489
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Thomas W
Series 63, Series 66
Austin, MN
RBC Capital Markets
Thomas Wuertz's extensive 29-year experience and Series 63 and 66 licenses equip him to navigate Austin, MN's tax landscape, crucial for income planning amid local tax and social service factors. Affiliated with RBC Capital Markets, a large firm offering flat-fee options and diverse advisory programs, he serves a broad client base including executives and retirees, distinguishing him with tailored investment strategies and comprehensive financial services.
Experience: 30 years
Avg account: $1,017,425
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