Top financial advisors in Faribault, 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 Faribault, MN when you need help managing your investments, planning for retirement, or navigating tax implications in a state with relatively high taxes. A common mistake is overlooking how local tax rules and social services impact your income planning, which can reduce your financial flexibility.
- Local tax knowledge. Confirm how they incorporate Minnesota's tax environment into your retirement and income strategies.
- Income planning focus. Ask how they balance social service benefits with your taxable income to optimize your cash flow.
- Experience with diverse clients. Look for advisors who have guided clients through various life stages and financial complexities in Faribault.
- Coordination with other professionals. Check if they collaborate with your tax preparer or estate planner to align your overall financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott D
Series 63, Series 65
Faribault, MN
Dornbusch Asset Management
Scott Dornbusch offers 25 years of experience managing investments in Faribault, MN, with a focus on discretionary portfolio management using stocks, bonds, mutual funds, and ETFs. His firm applies Modern Portfolio Theory and options strategies, charging a 1.5% AUM fee, which may appeal to investors seeking a seasoned, independent advisor with a blend of passive and active investment approaches.
Experience: 25 years
Avg account: $74,448
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Zachary K
Series 63, Series 65
Faribault, MN
LPL Financial
Zachary Klemer in Faribault, MN, offers expertise in wealth management and retirement plans for business owners, with seven years of industry experience and Series 63 and 65 credentials. Operating through LPL Financial, a large firm, he provides flat-fee financial planning and consulting, distinguishing him from advisors who may charge hourly or lack access to extensive in-house research resources.
Experience: 8 years
Avg account: $399,489
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Sandra F
CFP®, Series 63
Faribault, MN
Cambridge Investment Research Advisors
Sandra Flom's 26 years of experience and CFP® certification equip her to address retirement income strategies and business owner retirement plans in Faribault, MN, considering local tax implications. Affiliated with Cambridge Investment Research Advisors, a large firm, she offers flat-fee financial planning and consulting, distinguishing her with flexible fee options and expertise in coordinating complex retirement and income planning.
Experience: 27 years
Avg account: $378,281
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Erik N
Series 66
Faribault, MN
Edward Jones
Erik Nelson at Edward Jones in Faribault, MN, offers expertise in wealth management and multi-generational wealth transfer, supported by a large firm with extensive resources. With a Series 66 designation and a background as a founder and business owner, he brings a unique perspective, complemented by a 1.35% annual program fee and experience coordinating complex financial needs.
Experience: 2 years
Avg account: $246,728
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Charlie H
Series 66
Faribault, MN
Raymond James & Associates
Charlie Host's 23 years of experience and Series 66 designation equip him to address retirement planning and wealth management needs in Faribault, MN, considering local tax implications. Affiliated with the large firm Raymond James & Associates, he offers flat-fee and hourly fee structures, serving diverse clients including executives and business owners, which may provide a broader perspective compared to other advisors.
Experience: 23 years
Avg account: $788,879
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