Top financial advisors in Eagan, 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 Eagan, MN when you're navigating complex income planning amid relatively high state taxes and want to make the most of available social services. A common pitfall is overlooking how local tax rules and social benefits interact, which can reduce your net income if not managed carefully.
- Local tax expertise. Confirm how the advisor integrates Minnesota's tax landscape into your income and investment plans.
- Income timing strategies. Ask how they help schedule income and withdrawals to optimize tax efficiency and benefit eligibility.
- Social service coordination. Check if they consider state social programs in your overall financial plan to maximize support.
- Experience with diverse client needs. Inquire about their approach to balancing tax burdens and social benefits for clients with varying financial situations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Crystal K
Series 63, Series 65
Eagan, MN
Transamerica Retirement Advisors, LLC
Crystal Kelly specializes in retirement income strategy and income planning, making her well-suited to address complex income planning challenges in Eagan, MN. Working with Transamerica Retirement Advisors, a large firm, she leverages 11 years of experience and Morningstar-powered portfolio oversight, offering both discretionary and non-discretionary advice with fees up to 0.45% annually, which may differ from smaller firms or fee structures nearby.
Experience: 11 years
Avg account: $82,021
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Michael B
VerifiedCFP®, Series 66
Eagan, MN
LPL Financial
Michael Bins, a CFP® professional based in Eagan, MN, offers expertise in wealth management, retirement plans for business owners, and tax-loss harvesting, which can help navigate Minnesota's tax landscape and income timing strategies. Affiliated with LPL Financial, a large firm providing diverse investment solutions, he offers flat-fee financial planning, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 4 years
Avg account: $399,489
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Charles B
Series 66
Eagan, MN
Equitable Advisors
Charles Bremer specializes in retirement income strategy and Social Security optimization, making him well-suited for managing income planning in Eagan, MN's tax environment. With 13 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he offers flexible fee structures and supports diverse client needs including business owners and retirees.
Experience: 13 years
Avg account: $570,841
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Kyle P
Series 65, Series 63
Eagan, MN
Voya financial Advisors, Inc.
Kyle Perisic offers expertise in retirement income strategy and business ownership considerations, which can help navigate Eagan's complex tax and social service environment. Affiliated with Voya Financial Advisors, a large firm providing diverse investment and planning services, he offers flat fees and hourly consulting, appealing to self-employed and retired clients seeking tailored financial planning.
Experience: 4 years
Avg account: $236,678
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Luke J
Series 63, Series 65, Series 66
Eagan, MN
Fidelity
Luke Johnson's 13 years of experience and Series 63, 65, and 66 licenses equip him to navigate Eagan's complex income planning and tax environment effectively. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, he offers systematic portfolio management and serves a broad client base, which may provide diverse strategies compared to smaller local advisors.
Experience: 14 years
Avg account: $234,793
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