Top financial advisors in Bloomington, 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.
If you're managing your finances in Bloomington, MN, you might face unique challenges like balancing strong social services with relatively high taxes. Without careful income planning, you could end up paying more taxes than necessary or miss out on benefits.
- Tax-aware income strategies. Look for advisors who understand Minnesota's tax landscape and can help you optimize your income streams accordingly.
- Social services integration. Ask how they incorporate local social programs into your financial plan to maximize your resources.
- Long-term tax impact. Confirm they consider how your decisions affect taxes over time, not just immediate savings.
- Experience with local regulations. Ensure they are familiar with state-specific rules that could influence your retirement or investment choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jason S
Series 63, Series 66
Minneapolis, MN
Ameriprise
Jason Soli's two decades of experience and expertise in wealth management, tax-loss harvesting, and multi-generational wealth transfer equip him to address Bloomington's tax and social service challenges effectively. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, serving diverse clients including retirees and business owners.
Experience: 20 years
Avg account: $471,167
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Jacob R
Series 66
Bloomington, MN
Commonwealth Financial Network
Jacob Rahbain offers expertise in retirement income strategy and tax-loss harvesting, which are crucial for managing Bloomington's tax challenges and social services integration. His affiliation with Commonwealth Financial Network, a large firm supporting nearly 3,000 advisors, provides access to diverse investment options and robust research, while his flat-fee consulting services offer flexible cost structures compared to traditional AUM fees.
Experience: 7 years
Avg account: $568,323
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Constance E
Series 66
Bloomington, MN
Cambridge Investment Research Advisors
Constance Erickson's 26 years of experience and Series 66 designation equip her to navigate Bloomington's tax landscape, focusing on retirement income strategies and annuities that align with local regulations. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, she serves diverse clients including business owners and retirees, providing tailored financial planning and consulting services.
Experience: 27 years
Avg account: $378,281
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Douglas G
Series 65, Series 66
Bloomington, MN
Guardian Wealth Advisors, LLC
Douglas Goodmundson offers financial planning and retirement consulting in Bloomington, MN, with seven years of experience and Series 65 and 66 licenses. His firm uses a systematic investment approach with mutual funds, ETFs, bonds, options, and equities, and he provides flat-fee and negotiated AUM fee structures, distinguishing him from others by combining technical and fundamental analysis and serving both individuals and institutional clients.
Experience: 7 years
Avg account: $927,635
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Frank E
CFP®, Series 63, Series 65
Bloomington, MN
LPL Financial
Frank Ell's 37 years of experience and CFP® certification equip him to navigate Bloomington's tax landscape and social services integration effectively. Operating within LPL Financial, a large firm with extensive resources, he offers flat-fee financial planning and specializes in tax-loss harvesting and retirement plans for business owners, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 38 years
Avg account: $399,489
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