Top financial advisors in Minneapolis, 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 Minneapolis, MN, you might face unique challenges like balancing strong social services with relatively high taxes. Without careful income planning, you could end up paying more taxes than necessary or miss out on benefits.
- Local tax knowledge. Confirm how the advisor navigates Minnesota's tax landscape to optimize your income and deductions.
- Income timing strategies. Ask how they plan withdrawals or income streams to minimize tax impact while maintaining cash flow.
- Social service integration. See if they consider local social programs in your financial plan to maximize available support.
- Experience with regional regulations. Ensure they understand state-specific rules that affect retirement accounts and investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joel O
Series 65, Series 63
Minneapolis, MN
J.P. Morgan Securities
Joel Ottley, based in Minneapolis, offers wealth management services through J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting. With three years of experience and Series 63 and 65 licenses, he serves executives and business owners, charging a 0.30% annual fee on assets under management, which may suit clients seeking a blend of institutional expertise and personalized advice.
Experience: 4 years
Avg account: $318,381
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Jeremy S
Series 66
Minneapolis, MN
Principal Advised Services
Jeremy Smalley offers expertise in retirement income strategy and withdrawal planning, crucial for managing Minneapolis's tax and social service environment. With 21 years of experience and a Series 66 designation, he provides both discretionary and non-discretionary investment advice through Principal Advised Services, which offers a subscription-based financial planning fee and access to proprietary and third-party investment models.
Experience: 21 years
Avg account: $61,426
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Bobbi C
Series 66
Minneapolis, MN
Ameriprise
Bobbi Clark Hoger specializes in retirement income strategy and Social Security optimization, making her well-suited for managing income planning challenges in Minneapolis. Working with Ameriprise, a large firm offering tax-smart withdrawal strategies and detailed recommendation reports, she supports clients approaching retirement with significant investable assets and charges a 0.15% AUM fee.
Experience: 2 years
Avg account: $471,167
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Melissa B
Series 63
Minneapolis, MN
Principal Financial Services
Melissa Bitting's 19 years of experience at Principal Financial Services in Minneapolis equip her to address local tax and income planning challenges effectively. Her role as a bank officer and the firm's large-scale advisory services, including retirement plan consulting and access to third-party managers, distinguish her from others by offering comprehensive support for diverse client needs with flexible fee options like hourly and monthly plans.
Experience: 19 years
Avg account: $324,050
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Mark A
Series 63, Series 65
Minneapolis, MN
Wealthspring Advisors, LLC
Mark Alevizos offers wealth management services in Minneapolis with 9 years of experience and holds Series 63 and 65 licenses, indicating strong regulatory knowledge. His firm, Wealthspring Advisors, uses a mix of mutual funds, ETFs, equities, and fixed-income securities, applying both fundamental and technical analysis, and offers flat-fee and hourly pricing options, which may suit clients seeking flexible fee structures.
Experience: 9 years
Avg account: $974,579
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