Top financial advisors in Minot, ND
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 Minot, ND when facing income changes tied to the local energy-driven economy, which can cause rapid growth and wage shifts. Without expertise in this context, advisors may overlook how these fluctuations affect your long-term financial plans.
- Local economic insight. Confirm how they incorporate Minot's energy sector cycles into your investment and income strategies.
- Income variability planning. Ask how they help manage cash flow during periods of wage growth and contraction.
- Tax impact awareness. Ensure they understand how regional economic shifts influence your tax situation and retirement timing.
- Experience with regional markets. Look for advisors who consider local job market trends when advising on career and financial decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jesse G
Series 66
Minot, ND
First Command Advisory Services
Jesse Goertzen offers financial guidance in Minot, ND, with a focus on wealth management and tax-loss harvesting, which can help navigate income variability linked to the local energy sector. Working at First Command Advisory Services, a large firm with structured planning and in-house investment management, he serves mid-career professionals and retired clients, charging a 1.30% AUM fee and bringing two years of industry experience.
Experience: 2 years
Avg account: $214,697
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Bart B
Series 63, Series 65
Minot, ND
Calton & Associates, Inc.
Bart Bohrer offers expertise in wealth management and retirement plans for business owners, with 23 years of experience in Minot's local market. His firm, Calton & Associates, provides flexible fee options including flat fees and hourly rates, blending commissionable products with asset management, which may suit clients seeking diverse financial strategies amid Minot's energy-driven economy.
Experience: 23 years
Avg account: $286,773
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Nicholas S
Series 66
Minot, ND
Edward Jones
Nicholas Schmidt offers retirement income strategies and wealth management services in Minot, ND, with a focus on retirement withdrawal and college savings plans. His experience includes four years at Edward Jones, a large firm known for comprehensive advisory programs, which may provide robust support for managing income variability tied to the local energy economy.
Experience: 4 years
Avg account: $246,728
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Craig Z
Series 63
Minot, ND
Ameriprise
Craig Zavalney's 37 years of experience and focus on retirement income strategy and Social Security optimization equip him to address income variability common in Minot's energy-driven economy. Affiliated with Ameriprise, a large firm offering tax-efficient withdrawal strategies and a 0.15% AUM fee, he serves clients approaching retirement with significant investable assets, differentiating him through firm resources and local investment interests.
Experience: 37 years
Avg account: $471,167
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Chad T
Series 63, Series 66
Minot, ND
Lincoln Investment
Chad Thuner's 19 years of experience and Series 63 and 66 licenses equip him to address Minot's energy-driven economic fluctuations, especially for clients approaching retirement or high earners not yet rich. His affiliation with Lincoln Investment offers access to a large firm's resources and flexible fee options, including flat and hourly fees, distinguishing him from advisors with less adaptable structures.
Experience: 19 years
Avg account: $157,266
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