Top financial advisors in Grand Rapids, 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 Grand Rapids, MN when you're navigating complex income planning, especially given the area's relatively high taxes and strong social services. Without focused expertise, it's easy to overlook how local tax rules impact your retirement income and overall financial strategy.
- Local tax knowledge. Confirm how they incorporate Minnesota's tax landscape into your income planning to avoid unexpected liabilities.
- Income sequencing. Ask how they plan withdrawals and income streams to optimize tax efficiency over time.
- Social service integration. Check if they consider available social programs that could affect your financial needs and benefits.
- Experience with regional clients. Look for advisors familiar with Grand Rapids' economic environment and typical financial challenges.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Karen L
Series 66
Grand Rapids, MN
LPL Financial
Karen Lind's 24 years of experience and Series 66 designation equip her to navigate Grand Rapids' complex tax environment, especially with her background in tax preparation and accounting. Affiliated with LPL Financial, a large firm offering diverse advisory programs and flat-fee structures, she provides seasoned guidance that integrates local tax rules and income planning nuances, distinguishing her from other advisors in the area.
Experience: 24 years
Avg account: $399,489
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James T
Series 63
Grand Rapids, MN
Cetera
James Troumbly's 31 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address complex income planning in Grand Rapids, MN. His affiliation with Cetera, a large firm offering flat-fee and hourly consulting options, provides flexibility and access to institutional resources, distinguishing him from other advisors in the area.
Experience: 31 years
Avg account: $306,089
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Donna G
Series 66
Grand Rapids, MN
Ascentis Independent Advisors, LLC
Donna Gunderson's 11 years of experience and Series 66 designation equip her to navigate Grand Rapids' complex tax and social service environment, especially through her expertise in private investments and estate planning. Her firm, Ascentis Independent Advisors, offers flat-fee financial planning and employs diverse strategies including asset allocation and technical analysis, distinguishing her from others by combining independent advisory with tailored portfolio management.
Experience: 11 years
Avg account: $738,385
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Shane J
Series 63
Grand Rapids, MN
Edward Jones
Shane Jaeger offers over two decades of experience in general retirement planning, making him well-equipped to address income sequencing and tax considerations specific to Grand Rapids, MN. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to comprehensive wealth management programs with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 22 years
Avg account: $246,728
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Jennifer B
Series 63, Series 66
Grand Rapids, MN
Ameriprise
Jennifer Bymark's 22 years of experience and Series 63 and 66 licenses equip her to navigate Grand Rapids' complex income planning needs, including retirement income strategy and Social Security optimization. Working with Ameriprise, a large firm known for tax-efficiency analysis and retirement-income planning, she serves clients approaching retirement with a 0.15% AUM fee, differentiating her through access to centralized research and tailored recommendations.
Experience: 22 years
Avg account: $471,167
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