Top financial advisors in Owatonna, 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 Owatonna, 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 miss out on social service benefits.
- Tax-aware income strategies. Look for advisors who understand how to optimize your income streams considering Minnesota's tax landscape.
- Social service integration. Ask how they incorporate local social programs into your financial plan to maximize benefits.
- Long-term cash flow planning. 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 Minnesota-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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Christopher F
Series 66
Owatonna, MN
First Heartland Consultants, Inc.
Christopher Fiske offers expertise in income planning and cash flow budgeting, essential for managing finances in Owatonna's tax environment. His flat-fee, independent advisory approach at First Heartland Consultants, combined with four years of experience and a Series 66 designation, distinguishes him from others by providing transparent fees and personalized service for individual investors and retirement plan participants.
Experience: 5 years
Avg account: $294,916
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Jessica J
Series 66
Owatonna, MN
Ameriprise
Jessica Durand specializes in retirement income strategy and Social Security optimization, making her well-suited for managing income and tax challenges in Owatonna, MN. Working at Ameriprise, a large firm with a 0.15% AUM fee, she leverages six years of experience and a Series 66 designation to provide tax-efficient, research-driven retirement planning for clients approaching retirement.
Experience: 6 years
Avg account: $471,167
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Barry B
Series 65
Owatonna, MN
Horter Investment Management, LLC
Barry Bayles in Owatonna, MN, offers expertise in wealth management and active portfolio management, well-suited for clients approaching retirement who need tax-aware income strategies. His firm provides discretionary and non-discretionary portfolio management with a mix of tactical and passive approaches, charging flat fees up to $5,000 and hourly rates, which may appeal to clients seeking transparent, independent financial planning.
Experience: 8 years
Avg account: $223,282
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Geoffrey S
Series 63, Series 65
Owatonna, MN
Principal Financial Services
Geoffrey Stamp's 11 years of experience and Series 63 and 65 credentials position him well to navigate Owatonna's tax landscape and local regulations, supporting tax-aware income strategies and long-term cash flow planning. Affiliated with Principal Financial Services, a large firm offering diverse client services and flexible fee structures including hourly and monthly options, he provides access to comprehensive financial planning and retirement consulting, distinguishing him from advisors at smaller firms.
Experience: 11 years
Avg account: $324,050
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Elijah B
Series 66
Owatonna, MN
PFG Advisors
Elijah Bushman in Owatonna, MN, offers expertise in wealth management and retirement plans for business owners, supported by PFG Advisors' experience with diverse clients and a macro allocation investment approach using index-based ETFs. His flat-fee and independent advisory model, combined with a Series 66 designation and background in executive and founder roles, distinguishes him from other local advisors.
Experience: 0 years
Avg account: $421,263
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