Top advisors in Minnesota
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 be considering a financial advisor in Minnesota if you're navigating complex local tax rules or planning for retirement in a state with unique cost-of-living factors. Without a clear understanding of Minnesota-specific financial landscapes, you risk missing opportunities or facing unexpected expenses.
- State tax expertise. Confirm how they handle Minnesota's income and property tax nuances to optimize your tax situation.
- Retirement cost planning. Ask how they factor in Minnesota's living costs and healthcare expenses when projecting your retirement needs.
- Local market knowledge. Inquire about their experience with Minnesota's investment climate and economic trends that could impact your portfolio.
- Regulatory awareness. Ensure they stay updated on state financial regulations that might affect your investment and estate plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeremy R
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Jeremy Roets is equipped to assist with Minnesota-specific financial planning, leveraging 12 years of experience and expertise in business ownership considerations. Operating within Thrivent Investment Management, a large firm known for dedicated planning services and holistic, goal-based analyses, he offers comprehensive written recommendations and integrates planning with managed-account programs, distinguishing him from advisors who may not provide such structured, integrated services.
Experience: 12 years
Avg account: $162,801
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Paul K
CFP®, Series 65
Zimmerman, MN
Longview Financial, Inc.
Paul Kinneberg's 24 years of experience and CFP® certification equip him to navigate Minnesota's tax and retirement planning complexities effectively. Operating independently with a flat-fee structure, he offers personalized financial planning and investment management using a strategic asset allocation approach, blending passive and active funds, which may appeal to clients seeking tailored, non-discretionary advice in Zimmerman, MN.
Experience: 24 years
Avg account: $1,170,807
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Walter F
Series 63, Series 66
Minneapolis, MN
Focus Financial
Walter Fleak's 26 years of experience and Series 63 and 66 licenses equip him to navigate Minnesota's financial landscape, including local tax and retirement planning nuances. As an independent advisor at Focus Financial, which manages $6.3 billion and serves diverse clients with a diversified investment approach, he offers flat-fee and hourly planning options, distinguishing him from others by combining extensive experience with flexible fee structures and broad client service capabilities.
Experience: 26 years
Avg account: $494,176
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Alexander R
CFP®, Series 63
Edina, MN
Summit Financial, LLC
Alexander Robbel's expertise in tax-loss harvesting and retirement plans for business owners equips him to navigate Minnesota's complex tax rules and retirement cost considerations effectively. Operating from Edina, MN, he offers flat-fee, independent financial planning through Summit Financial, LLC, serving a diverse clientele including businesses and pension plans, which may provide broader insights compared to advisors focused solely on individual clients.
Experience: 6 years
Avg account: $1,274,728
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James K
Series 63, Series 65
Centerville, MN
LPL Financial
James Kalina's 29 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to navigate Minnesota's unique financial landscape. Operating from Centerville, MN, he offers flat-fee financial planning through LPL Financial, a large firm with extensive resources, and brings additional insight from his role on the local Economic Development Authority board, distinguishing him from other advisors in the area.
Experience: 29 years
Avg account: $399,489
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