Top financial 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.
Choosing the right financial advisor in Minnesota means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement income might not be the best fit if you need help with business succession or estate planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Tax planning approach. Minnesota's relatively high taxes mean income planning is important. Confirm the advisor considers state and federal taxes in their strategies.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
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 specializes in business ownership considerations, making him well-suited for clients in Minnesota seeking guidance on business-related financial planning. With 12 years of experience at Thrivent Investment Management, a large firm offering dedicated planning services and holistic, goal-based analyses, he provides comprehensive written recommendations without discretionary trading authority, distinguishing him from advisors who may offer more limited or different service models.
Experience: 13 years
Avg account: $162,801
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Paul K
CFP®, Series 65
Zimmerman, MN
Longview Financial, Inc.
Paul Kinneberg offers expertise in general tax planning and college savings, making him well-suited for Minnesota residents seeking comprehensive financial guidance that includes state tax considerations. With 24 years of experience, he operates independently under a flat-fee retainer model, providing personalized, non-discretionary investment management using a strategic asset allocation approach that blends passive and active funds.
Experience: 25 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 address diverse financial needs in Minnesota, including those of executives and business owners. Operating within Focus Financial, which manages $6.3 billion and serves a broad client base, he offers flat fees up to $5,000 and hourly rates, providing flexible payment options compared to advisors who may rely solely on asset-based fees.
Experience: 26 years
Avg account: $494,176
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Alexander R
CFP®, Series 63
St. Petersburg, FL
Summit Financial, LLC
Alexander Robbel is equipped to assist with Minnesota financial needs, offering expertise in tax-loss harvesting, business exit strategies, and retirement plans for business owners. His flat-fee, independent advisory approach at Summit Financial, LLC, combined with six years of experience and CFP® certification, distinguishes him from others by providing transparent pricing and a broad service range including insurance and variable annuities.
Experience: 7 years
Avg account: $1,318,898
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James K
Series 63, Series 65
Centerville, MN
LPL Financial
James Kalina's 29 years of experience and specialties in wealth management, retirement plans for business owners, and tax-loss harvesting make him well-suited for financial advising in Minnesota. His flat-fee structure and affiliation with the large firm LPL Financial, which supports a diverse client base with extensive investment resources, distinguish him from other advisors who may have different fee models or smaller firm support.
Experience: 29 years
Avg account: $399,489
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