Top business sale tax planning financial advisors in Eagan, MN

Adam Johnson is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds the Series 65 designation and has been affiliated with National Agents Alliance since 2013. Outside of his advisory role, he oversees and manages sober living houses through Ascend Recovery Partners and Ascend Recovery Residence. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Brendle Corpman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2014. Outside of his advisory role, Corpman is involved in administrative consulting through Corpman Contracting LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed advice, advisor-managed advice, and investment education services. The firm utilizes proprietary software and model portfolios developed with Morningstar Investment Management to provide personalized allocation guidance and operates with a large client base focused primarily on non-discretionary assets.

Matthew Dickson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TransAmerica, US Bancorp, and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

Robert Raab is a ChFC® credentialed financial advisor with 30 years of industry experience, currently with Trustmont Advisory Group, Inc. since 2016. He also operates Comprehensive Planning Partners LLC and is a licensed fixed life insurance sales agent. Outside of his advisory role, he is involved in real estate activities, including purchasing and rehabbing foreclosed properties. Trustmont Advisory Group serves a diverse client base including individuals, trusts, estates, and institutional clients, offering financial planning, investment advice, and discretionary portfolio management. The firm takes a long-term investment approach and manages approximately $1.1 billion in discretionary assets as of year-end 2024.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Ethan Singer is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC and Buckingham Strategic Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Moore is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and bringing 13 years of industry experience. His prior roles include positions at Advisory Services Network, LLC, and Precision Capital Management. Outside of his advisory work, he is involved in several non-investment business activities including ownership roles in insurance commissions and land ownership ventures. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Matthew Armendinger is a Financial Advisor at Merrill Lynch Wealth Management and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. He specializes in helping individuals and families with various financial strategies including employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Matthew earned his Bachelor's Degree from Fairleigh Dickinson University and remains actively engaged with his alma mater through the Fairleigh Dickinson Young Alumni Association. His professional involvement extends to volunteering as a guest speaker with ALPFA NJ and supporting the Lupus Foundation for America, New Jersey Chapter. Outside of his professional work, Matthew enjoys baseball, basketball, football, golfing, reading, running, spending time with his family, and practicing yoga. He participates in activities such as running with his run club in Jersey City and competing in indoor golf leagues.

William Frankenstein is a CFP® with 42 years of industry experience, currently serving as an investment advisor representative at Sovran Advisors, LLC. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He is also involved with the Foundation for Senior Services, where he discusses financial planning with seniors. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in client assets through a team of about 53 advisors, offering customized portfolio management and diversified investment strategies.