Top financial advisors in Red Wing, 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.
When you're managing your finances in Red Wing, MN, careful income planning is crucial due to the area's relatively high taxes and available social services. Without focused attention, you might overlook how local tax rules affect your overall financial picture.
- Local tax knowledge. Confirm the advisor understands Minnesota's tax landscape and how it impacts your income and investments.
- Income timing strategies. Ask how they plan withdrawals or income streams to minimize tax burdens while maximizing benefits.
- Social service integration. Check if they consider available state programs that could support your financial goals.
- Experience with regional clients. Look for advisors familiar with the financial challenges and opportunities specific to Red Wing residents.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jesse E
CFP®, Series 63, Series 66
Red Wing, MN
Bluprint Financial, LLC
Jesse Eiynck offers 25 years of experience in Red Wing, MN, with expertise in retirement planning, cash flow, and college savings, supported by CFP® certification and a flat-fee structure. Operating independently at Bluprint Financial, he provides tailored wealth management and fiduciary services, distinguishing himself through comprehensive planning and coordination with other professionals.
Experience: 25 years
Avg account: $329,425
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Jeffrey S
Series 63, Series 66
Red Wing, MN
Ameriprise
Jeffrey Strickland specializes in retirement income strategy and income planning, making him well-suited for managing finances in Red Wing, MN, where tax considerations are key. With 20 years of experience and a role at Ameriprise, a large firm offering tax-efficient retirement planning and written recommendations, he stands out for combining deep expertise with structured, research-driven advice.
Experience: 20 years
Avg account: $471,167
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Michael D
Series 63
Red Wing, MN
Edward Jones
Michael Dube's 23 years of experience and Series 63 designation equip him to navigate Red Wing's tax landscape, supporting income timing and tax-loss harvesting strategies. As part of Edward Jones, a large firm managing over $1 trillion in assets with a broad client base, he offers seasoned wealth management services with an annual program fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 23 years
Avg account: $246,728
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Thomas W
Series 63, Series 65
Red Wing, MN
Cetera
Thomas Wilder's extensive 43 years of experience and expertise in wealth management and tax-loss harvesting make him well-equipped to navigate Red Wing's complex tax environment. Operating within Cetera, a large firm offering flat-fee and hourly consulting options, he serves high earners and those approaching retirement, providing tailored strategies that integrate retirement plans and charitable giving.
Experience: 43 years
Avg account: $306,089
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Richard D
Series 63, Series 66
Red Wing, MN
Cambridge Investment Research Advisors
Richard Douglas offers expertise in retirement income strategy and plans tailored for business owners, making him well-suited for managing income planning in Red Wing's tax environment. With 30 years of experience at a large firm and a flat-fee option for financial planning, he provides seasoned guidance that balances local tax considerations and retirement needs for executives and retirees alike.
Experience: 30 years
Avg account: $378,281
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