CFP®-certified 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.
You might seek a CFP®-certified advisor in Red Wing, MN if you're navigating complex income planning amid the area's relatively high taxes and strong social services. Without expertise in local tax nuances, it's easy to overlook strategies that optimize your after-tax income and benefits.
- Local tax insight. Confirm how they incorporate Minnesota's tax landscape into your financial plan to avoid surprises.
- Income timing strategies. Ask how they manage income streams to balance tax liabilities with eligibility for social services.
- Benefit coordination. Ensure they understand how your income affects access to state programs and can plan accordingly.
- Experience depth. With a median of 17 years, inquire about their track record handling similar client situations in Red Wing.
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's 25 years of experience and CFP® certification equip him to navigate Red Wing's complex tax and social service landscape, especially for retirement and cash flow planning. Operating independently with a flat-fee structure, he offers comprehensive wealth management including discretionary investment management and estate planning, distinguishing him from advisors with less diverse service offerings or different fee models.
Experience: 25 years
Avg account: $329,425
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Colin S
CFP®, Series 66
Red Wing, MN
Edward Jones
Colin Scully, a CFP®-certified advisor in Red Wing, MN, offers expertise in retirement income strategy and estate planning, which is crucial for managing local tax impacts and social service benefits. Working with Edward Jones, a large full-service firm, he provides access to extensive resources and supports clients including retirees and business owners, charging up to 1.35% annually in program fees.
Experience: 6 years
Avg account: $246,728
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James L
CFP®, Series 66
Red Wing, MN
Excel Financial, LLC
James Loquai, a CFP® with 18 years of experience in Red Wing, MN, offers financial planning with a flat-fee structure ranging from $500 to $10,000, suitable for clients seeking transparent costs. His firm, Excel Financial, LLC, manages $333 million in assets and serves individuals and organizations, providing tailored investment strategies through documented policies, which may appeal to those valuing structured and comprehensive advisory services.
Experience: 18 years
Avg account: $723,574
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Douglas R
CFP®, PFS™, Series 63, Series 65
Red Wing, MN
LPL Financial
Douglas Ritter's 35 years of experience and CFP® certification equip him to navigate Red Wing's complex tax environment, especially for business owners and retirees. His flat-fee structure and affiliation with LPL Financial, a large firm with extensive resources, differentiate him by offering comprehensive wealth management and retirement plan expertise tailored to local needs.
Experience: 35 years
Avg account: $399,489
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Janice F
CFP®
Welch, MN
Couloir Wealth Advisors, Inc.
Janice Fier is a CFP®-certified advisor based near Red Wing, MN, specializing in retirement planning, cash flow management, and college savings, with a decade of experience. She uniquely serves veterinarians and women professionals, offering flat-fee and independent services through Couloir Wealth Advisors, which emphasizes compassionate, value-aligned financial guidance tailored to clients balancing professional stress and personal goals.
Experience: 10 years
Avg account: $399,142
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