Top financial advisors in Detroit Lakes, 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 Detroit Lakes, MN when you need help navigating income planning amid the area's relatively high taxes and strong social services. Without focused expertise, it's easy to overlook how local tax rules impact your overall financial picture.
- Local tax knowledge. Confirm how the advisor integrates Detroit Lakes' tax environment into your income and retirement plans.
- Income timing strategies. Ask how they manage the sequencing of income sources to minimize tax burdens over time.
- Social service coordination. Explore how they consider available social services in your financial plan to optimize benefits.
- Experience depth. Inquire about their years of experience handling complex income planning in regions with similar tax and service profiles.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher C
Series 63, Series 66
Detroit Lakes, MN
Thrivent Investment Management
Christopher Cymbaluk's 25 years of experience and Series 63 and 66 credentials position him well to address Detroit Lakes' complex income planning needs, including local tax considerations. Affiliated with Thrivent Investment Management, a large firm offering holistic, goal-based planning and consolidated billing through WealthPlan, he also brings expertise in business ownership considerations and Medicare-related health insurance, differentiating him from other advisors.
Experience: 26 years
Avg account: $162,801
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Matthew C
CFP®, ChFC®, Series 63
Detroit Lakes, MN
Ameriprise
Matthew Carrier offers deep expertise in retirement income strategy and Social Security optimization, crucial for managing Detroit Lakes' tax environment and social services. With 28 years of experience at Ameriprise, a large institutional firm known for tax-efficient retirement planning, he serves clients approaching retirement and charges a 0.15% AUM fee, distinguishing him through seasoned guidance and robust research-backed strategies.
Experience: 28 years
Avg account: $471,167
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Susan Z
Series 66
Detroit Lakes, MN
Wells Fargo Clearing
Susan Zeller's 26 years of experience and Series 66 designation equip her to address Detroit Lakes' complex income planning needs, including local tax considerations. Working with Wells Fargo Clearing, a large firm offering flat-fee options and IPS-driven investment strategies, she serves high-net-worth clients and integrates diverse financial products, distinguishing her from other advisors in the area.
Experience: 26 years
Avg account: $475,575
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Anthony S
CFP®, Series 66
Detroit Lakes, MN
Edward Jones
Anthony Stensgard offers wealth management expertise in Detroit Lakes, MN, with a focus on tax-loss harvesting and multi-generational wealth transfer, which can help navigate the area's tax environment. As a CFP®-certified advisor at Edward Jones, a large firm serving over four million clients, he provides both discretionary and non-discretionary strategies with an AUM fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 9 years
Avg account: $246,728
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Roger N
Series 63, Series 65, Series 66
Detroit Lakes, MN
Colliers Securities LLC
Roger Norris brings 34 years of experience in Detroit Lakes, MN, with expertise in active portfolio management and holds Series 63, 65, and 66 licenses. His firm, Colliers Securities LLC, serves a diverse client base including trusts and charitable organizations, offering both fee-based and discretionary advisory programs with fees up to 2.5% annually, distinguishing him through a broad service scope and seasoned independence.
Experience: 34 years
Avg account: $337,585
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