Top financial advisors in Edina, 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 live in Edina, MN, and are navigating complex financial decisions, you might need an advisor who understands how local tax rates and social services impact your income planning. Without this insight, it's easy to misjudge how much income you can safely withdraw or invest.
- Local tax knowledge. Confirm how they factor Minnesota's tax rates into your retirement and investment plans.
- Income planning focus. Ask how they balance your income needs with the area's social service benefits.
- Experience with diverse clients. Look for advisors who have helped clients with similar financial situations in Edina.
- Fee structure clarity. Understand whether their fees align with your financial goals and preferences.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Boyd J
CFP®, Series 66
West Bend, WI
Wells Fargo Advisors
Boyd Janto's 25 years of experience and CFP® certification equip him to navigate Edina's local tax and income planning complexities, especially for high-net-worth clients. Working at Wells Fargo Advisors, a large firm offering diverse planning services including business exit strategies and special-needs analysis, he combines broad resources with a focus on cash flow and budgeting, distinguishing him from other advisors in the area.
Experience: 26 years
Avg account: $514,335
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Eric W
Series 66
Edina, MN
UBS Financial Services
Eric Wenkus offers 23 years of experience in retirement planning and equity compensation tax strategy, well-suited for navigating Edina's local tax and income planning complexities. Affiliated with UBS Financial Services, a large firm serving high-net-worth clients, he leverages institutional trading and model-based asset allocations, distinguishing him from advisors with smaller firm resources or less specialized expertise.
Experience: 23 years
Avg account: $693,691
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Corissa M
Series 66
Edina, MN
Sieben Wealth Planning LLC
Corissa Moos offers expertise in wealth management and retirement plans for business owners, making her well-suited for clients in Edina navigating local tax and income planning complexities. With 14 years of experience and a flat-fee option in certain cases, she provides independent advice through Sieben Wealth Planning, which emphasizes long-term investment strategies using ETFs and mutual funds.
Experience: 15 years
Avg account: $1,874,382
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Mark V
CFP®, ChFC®, Series 63
Edina, MN
Ameriprise
Mark Vandersall specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Edina navigating income planning amid local tax considerations. With 30 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he serves clients approaching retirement with substantial assets and charges a 0.15% AUM fee, distinguishing him from advisors with different fee structures or firm sizes.
Experience: 31 years
Avg account: $471,167
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Tanner D
Series 65, Series 63
Edina, MN
Cetera
Tanner Danks in Edina, MN, offers expertise in wealth management and retirement plans for business owners, supported by his Series 63 and 65 licenses and four years of experience. Operating within Cetera's large firm, he provides flexible flat-fee and hourly consulting options, serving diverse clients including high earners and those approaching retirement, which may suit varied income planning needs in the local tax environment.
Experience: 5 years
Avg account: $306,089
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