Top financial advisors in Hutchinson, 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're managing your finances in Hutchinson, MN, you might face challenges like balancing income with the area's relatively high taxes. Without careful planning, you could miss opportunities to optimize your income and tax situation.
- Local tax knowledge. Look for advisors who understand Minnesota's tax landscape and how it affects your income planning.
- Income timing strategies. Ask how they help schedule income and deductions to reduce your overall tax burden.
- Social services integration. Confirm if they consider available social services in your financial plan to maximize benefits.
- Experience with local regulations. Ensure they are familiar with state-specific rules that impact your financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard W
Series 63, Series 65
Hutchinson, MN
Cetera
Richard Westlund's 43 years of experience and expertise in wealth management, tax-loss harvesting, and retirement plans for business owners make him well-equipped to address Hutchinson's tax and income planning challenges. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he also brings a unique perspective as a local business owner and community leader, distinguishing him from other advisors in the area.
Experience: 43 years
Avg account: $306,089
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Matthew B
Series 66
Hutchinson, MN
Edward Jones
Matthew Beilke offers financial advice in Hutchinson, MN, with expertise in retirement income strategy and estate planning, which can help manage local tax challenges effectively. Working at Edward Jones, a large full-service firm, he provides access to diverse investment solutions and serves clients including retirees and business owners, with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 8 years
Avg account: $246,728
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John S
Series 63, Series 65
Hutchinson, MN
OSAIC
John Sanken's 17 years of experience and Series 63 and 65 licenses equip him to navigate Hutchinson's financial landscape, including annuities and income planning. His affiliation with OSAIC, a large SEC-registered firm offering flat-fee structures and advanced portfolio management, distinguishes him by providing diverse client services and flexible fee options compared to other local advisors.
Experience: 17 years
Avg account: $398,336
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Christine R
Series 63, Series 66
Hutchinson, MN
Thrivent Investment Management
Christine Ruppert's 12 years of experience and Series 63 and 66 credentials equip her to navigate Hutchinson's financial landscape, including business ownership considerations. Working with Thrivent Investment Management, a large firm known for holistic, goal-based planning and clear written recommendations, she offers structured guidance that balances income and tax strategies, distinguishing her from advisors at smaller firms.
Experience: 13 years
Avg account: $162,801
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Randall R
CFP®, Series 63, Series 66
Hutchinson, MN
Ameriprise
Randall Razidlo specializes in retirement income strategy and income planning, making him well-suited to address Hutchinson's tax challenges for those approaching retirement. Working at Ameriprise, a large firm with a centralized consulting team, he offers tax-smart withdrawal strategies and Social Security optimization, charging a 0.15% AUM fee, which may appeal to clients seeking structured, model-driven advice.
Experience: 24 years
Avg account: $471,167
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