Top financial advisors working with retirees 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.
When you’ve retired and are managing income from savings, Social Security, or pensions, you need an advisor who understands how to stretch your resources while navigating tax rules. A common mistake is not accounting for how state taxes and benefits interact, which can reduce your income more than expected.
- Income sequencing. Ask how they plan withdrawals to minimize taxes and avoid penalties, considering your unique income sources.
- State tax impact. Confirm they understand Minnesota’s tax environment and how it affects your retirement income.
- Social services integration. Look for advisors who factor in available social services to optimize your financial plan.
- Longevity planning. Ensure they address how to sustain your income over a potentially long retirement horizon.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Corey Z
Series 66
Hutchinson, MN
Raymond James Financial
Corey Zimmermann specializes in general retirement planning and cash flow management, making him well-suited to help retirees in Hutchinson, MN navigate income sequencing and tax considerations. Affiliated with Raymond James Financial, a large firm offering flat-fee structures and extensive research support, he brings 10 years of experience and a background as a founder and retired professional, providing a blend of practical insight and institutional resources.
Experience: 10 years
Avg account: $700,796
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Kayla T
Series 66
Hutchinson, MN
Equitable Advisors
Kayla Tessmer specializes in retirement income strategy and Social Security optimization, making her well-suited to assist retirees in Hutchinson, MN. With two years of experience at Equitable Advisors, a large firm serving high-net-worth clients, she offers flexible fee structures including AUM and hourly rates, and brings community involvement that may enhance personalized service compared to other advisors.
Experience: 2 years
Avg account: $570,841
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Matthew B
Series 66
Hutchinson, MN
Edward Jones
Matthew Beilke specializes in retirement income strategy and general estate planning, making him well-suited to help retirees in Hutchinson, MN manage income sequencing and tax impacts. Working at Edward Jones, a large full-service firm, he offers access to extensive resources and a structured advisory program with fees up to 1.35% annually, differentiating 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 specializes in annuities and serves retired clients in Hutchinson, MN, making him well-suited to address retirement income sequencing and tax considerations. His firm, OSAIC, is a large SEC-registered adviser offering flat-fee structures and advanced portfolio management, which may provide more flexible and comprehensive planning compared to smaller firms or hourly fee models.
Experience: 17 years
Avg account: $398,336
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David W
ChFC®, Series 63, Series 65
Hutchinson, MN
Cetera
David Westlund's 42 years of experience and ChFC® designation equip him to manage retirement income effectively in Hutchinson, MN, with expertise in wealth management and tax-loss harvesting. Operating within Cetera's large firm, he offers flexible flat-fee and hourly consulting options, distinguishing him from others by combining seasoned insight with adaptable fee structures and a focus on business owner retirement plans.
Experience: 42 years
Avg account: $306,089
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