Browse all Seasoned advisors in Minnesota

Every advisor below is licensed to work with clients in Minnesota. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Minnesota advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,712
Retired	1,866
Executive	1,628
Wealth management	1,484
Tax-loss harvesting	1,392
Approaching retirement	1,178
Retirement plans for business owners (SEP, solo 401k)	1,014
Retirement income strategy	1,013
Income planning	760
Social Security optimization	605
HENRY (High Earners, Not Rich Yet)	578
Retirement withdrawal strategies	553
College savings (529s, UTMA, etc.)	551
Annuities	505
General retirement planning	463
ESG / Sustainable investing	446
Private / alternative investments	446
Active portfolio management	383
Charitable giving & philanthropy	369
Cash flow / budgeting	343
Business exit / sale strategy	307
Concentrated stock management	304
Options & derivatives strategies	280
General estate planning guidance	276
Mid-Career Professionals	236
Financial Professional	229
Business ownership considerations	186
Equity compensation tax strategy	157
Passive / index investing	148
Self-Employed	142
Divorce financial planning	113
Business succession planning	97
Multi-generational wealth transfer	97
Planning for children with special needs	72
Real estate investing	71
General tax planning	62
Factor investing / smart beta	50
Established Professionals	36
Married/Couples/Partners	35
Attorney	29
Long-term care insurance	26
Tax strategies for small businesses	23
Educators, Teachers, and Academics	19
Religious/faith focused	10
Values-based investing	10
Debt management	9
Family Business	8
Elder care planning	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Life insurance needs analysis	6
Business Financial Management	4
Business sale tax planning	4
Stock option exercise strategy	4

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