Top financial advisors in Mankato, 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're managing your finances in Mankato, MN, you might face unique challenges like balancing strong social services with relatively high taxes. Without careful income planning, it's easy to overlook how these factors affect your overall financial picture.
- Local tax insight. Look for advisors who understand Minnesota's tax landscape and how it impacts your income and investments.
- Income planning focus. Ask how they help structure your income to optimize benefits while minimizing tax burdens.
- Experience with social services. Confirm they consider local social programs in your financial plan to avoid surprises.
- Long-term strategy. Ensure they plan beyond immediate tax concerns, accounting for future changes in your financial needs and local policies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Michael K
CFP®, Series 63, Series 65
Mankato, MN
Cetera
Michael Kittelson's 16 years of experience and CFP® certification equip him to navigate Mankato's tax landscape and income planning challenges effectively. Affiliated with Cetera, a large firm offering both discretionary and non-discretionary portfolio management, he serves diverse clients including high earners and those approaching retirement, providing flexible flat-fee and hourly consulting options that distinguish him from other local advisors.
Experience: 16 years
Avg account: $306,089
-
Matthew N
CFP®, Series 66
Mankato, MN
Private Advisor Group, LLC
Matthew Norland's two decades of experience and CFP® certification equip him to navigate Mankato's tax environment and income planning challenges effectively. Working with Private Advisor Group, a large SEC-registered firm managing over $41 billion, he offers flat-fee options and diverse investment strategies, distinguishing him from advisors with smaller firm affiliations or different fee structures.
Experience: 20 years
Avg account: $303,047
-
Todd Z
Series 63, Series 65
Mankato, MN
Principal Financial Services
Todd Zimmermann's 40 years of experience and Series 63 and 65 licenses equip him to navigate Mankato's tax and social service landscape effectively. Working with Principal Financial Services, a large firm offering diverse financial planning and retirement consulting, he also provides flexible fee options including hourly and monthly rates, which may suit clients seeking tailored income planning strategies.
Experience: 41 years
Avg account: $324,050
-
Bradley J
Series 66
Mankato, MN
Commonwealth Financial Network
Bradley Johnson's 27 years of experience and Series 66 designation equip him to navigate Mankato's tax landscape and income planning challenges, especially through his expertise in tax-loss harvesting and retirement income strategy. Affiliated with Commonwealth Financial Network, a large firm offering flat-fee consulting and extensive support, he stands out by combining seasoned wealth management with flexible fee structures suited for diverse client needs.
Experience: 28 years
Avg account: $568,323
-
Jennifer S
CFP®, Series 66
Mankato, MN
Edward Jones
Jennifer Seys offers expertise in estate planning, multi-generational wealth transfer, and retirement planning, which suits clients in Mankato navigating local tax and social service complexities. As a CFP®-certified advisor at Edward Jones, a large full-service firm with diverse advisory programs, she brings eight years of experience and a structured fee of up to 1.35% annually, providing access to broad resources compared to smaller practices.
Experience: 8 years
Avg account: $246,728
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Mankato, MN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")