Ways to browse Independent advisors serving Bloomington, MN

Pick a specialty to browse more Independent advisors serving Bloomington, MN.

Browse by specialty

Find advisors serving Bloomington, MN who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	873
Wealth management	647
Executive	626
Retirement plans for business owners (SEP, solo 401k)	405
Retirement income strategy	395
Options & derivatives strategies	321
Private / alternative investments	309
Active portfolio management	284
College savings (529s, UTMA, etc.)	269
Retired	262
General retirement planning	244
Business exit / sale strategy	214
Tax-loss harvesting	214
General tax planning	208
Income planning	190
Charitable giving & philanthropy	181
General estate planning guidance	178
Cash flow / budgeting	176
Annuities	143
ESG / Sustainable investing	139
Real estate investing	127
Concentrated stock management	122
Passive / index investing	91
Business succession planning	85
Business ownership considerations	83
Long-term care insurance	69
Approaching retirement	56
Tax strategies for small businesses	48
Debt management	43
Equity compensation tax strategy	43
Self-Employed	35
Factor investing / smart beta	31
Retirement withdrawal strategies	27
Mid-Career Professionals	25
Multi-generational wealth transfer	23
Divorce financial planning	22
Social Security optimization	21
HENRY (High Earners, Not Rich Yet)	20
Established Professionals	19
Charitable giving tax strategies	18
Doctor or Medical Professional	13
Equity Recipients (RS/RSU, SOP, ESPP)	13
Life insurance needs analysis	13
Elder care planning	11
Business sale tax planning	9
Business Financial Management	6
Family Business	6
Technology Professional	4
Young Professionals	4
Consultant	3

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