Top financial advisors in New Ulm, 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 New Ulm, MN, you might face challenges balancing income needs with the area's relatively high taxes. Without careful planning, you could end up paying more than necessary or missing out on social service benefits.
- Tax-aware income strategies. Look for advisors who understand Minnesota's tax landscape and can help you optimize your income streams accordingly.
- Social service integration. Ask how they incorporate local social services into your financial plan to maximize available support.
- Long-term cash flow focus. Confirm they model your income and expenses over time to avoid surprises from tax changes or benefit phase-outs.
- Experience with local regulations. Ensure they are familiar with state-specific rules that affect retirement and investment decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jill B
Series 66
New Ulm, MN
Edward Jones
Jill Berdan's decade of experience and Series 66 credential position her to address New Ulm's tax-aware income and retirement planning needs effectively. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers access to diverse investment strategies and services, distinguishing her from advisors at smaller firms.
Experience: 10 years
Avg account: $246,728
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Kevin L
Series 66
New Ulm, MN
LPL Financial
Kevin Larson's experience with tax-loss harvesting and retirement plans for business owners suits New Ulm residents managing tax-aware income strategies. His flat-fee structure and affiliation with LPL Financial, a large firm offering diverse investment options and in-house research, differentiate him from others by providing both cost transparency and broad institutional support.
Experience: 4 years
Avg account: $399,489
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Nathan W
Series 63
New Ulm, MN
OSAIC
Nathan Windschitl's 25 years of experience and Series 63 designation equip him to navigate New Ulm's tax landscape and income planning challenges. Affiliated with OSAIC, a large SEC-registered firm, he offers flat-fee financial planning and access to diverse investment products, distinguishing him from advisors with smaller firm resources or different fee structures.
Experience: 26 years
Avg account: $398,336
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Derek S
Series 63, Series 66
New Ulm, MN
Raymond James Financial
Derek Shaver's 19 years of experience and expertise in general retirement planning and cash flow budgeting make him well-suited to address New Ulm's tax-aware income strategies and long-term cash flow needs. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly planning services, he serves diverse clients including business owners and retirees, providing tailored financial plans without discretionary management.
Experience: 19 years
Avg account: $700,796
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Jared H
Series 66
Mankato, MN
Ameriprise
Jared Hoscheit, based in New Ulm, MN, offers financial planning through Thrivent Investment Management, a large firm known for dedicated planning services tailored to individuals and nonprofits. With a Series 66 designation and experience in business ownership considerations, he brings a holistic, goal-based approach that complements local tax and social service complexities. His community involvement as treasurer for a transitional housing program adds a unique perspective compared to other advisors.
Experience: 2 years
Avg account: $471,167
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