Top financial advisors in Burnsville, 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 Burnsville, MN, you might face challenges like balancing income with the area's relatively high taxes. Without careful planning, you could miss opportunities to optimize your income and benefits, especially given the strong social services available here.
- Tax-aware income strategies. Look for advisors who understand how local tax rates impact your income planning and can help you navigate these complexities.
- Social service integration. Ask how they incorporate available social programs into your financial plan to maximize your resources.
- Long-term income balance. Confirm they consider both current needs and future income streams to avoid shortfalls.
- Experience with local regulations. Ensure they are familiar with Minnesota-specific rules that 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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Michael A
Series 63, Series 65
Burnsville, MN
Ameritas Advisory Services, LLC
Michael Armstrong's 29 years of experience and expertise in retirement income strategy and annuities make him well-equipped to address Burnsville's tax-aware income planning challenges. Affiliated with Ameritas Advisory Services, a large firm offering flat fees and customized investment strategies, he serves a diverse client base including high-net-worth individuals and plan sponsors, providing a broad perspective compared to smaller, niche advisors.
Experience: 30 years
Avg account: $448,118
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Stephen W
Series 66
Burnsville, MN
OSAIC
Stephen Williams, based in Burnsville, MN, offers expertise in annuities and serves clients including founders, executives, and retirees, which suits those balancing income and tax considerations locally. His affiliation with Osaic Wealth, a large firm known for structured investment processes and diverse client services, combined with flexible flat-fee and hourly pricing, distinguishes him from other advisors in the area.
Experience: 8 years
Avg account: $398,336
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Peter S
ChFC®, Series 63
Burnsville, MN
Mass Mutual Investors Services
Peter Schulte's 42 years of experience and ChFC® designation equip him to address complex financial needs in Burnsville, including tax-aware income strategies and estate planning. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive planning and asset management, he serves diverse clients such as business owners and trusts, providing a collaborative approach that distinguishes him from other local advisors.
Experience: 43 years
Avg account: $249,379
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Richard H
CFP®, Series 63
Burnsville, MN
LPL Financial
Richard Hoel's 22 years of experience and CFP® certification equip him to address Burnsville's tax complexities and income planning challenges effectively. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he serves a broad client base including business owners and retirees, distinguishing him with both seasoned expertise and flexible fee options.
Experience: 22 years
Avg account: $399,489
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Jeffry R
CFP®, Series 63
Burnsville, MN
Cetera
Jeffry Robinson's 29 years of experience and CFP® certification equip him to address Burnsville's tax complexities and retirement planning needs, especially for high earners and those nearing retirement. Operating within Cetera's large firm, he offers flat-fee financial planning and integrates tax-loss harvesting and charitable giving strategies, distinguishing him from advisors with narrower specialties or different fee structures.
Experience: 30 years
Avg account: $306,089
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