Top general retirement planning 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.

Planning for retirement income in Red Wing, MN means balancing your savings with local tax rules and social services. Without careful planning, you might face unexpected tax burdens or miss out on benefits that could ease your expenses.

  • Income timing matters. Ask how they schedule withdrawals to minimize taxes and maximize your income over time.
  • Tax impact awareness. Confirm they understand Minnesota's tax environment and how it affects your retirement funds.
  • Benefit integration. See if they consider local social services that could supplement your retirement resources.
  • Expense forecasting. Check how they plan for healthcare and living costs that often rise in retirement.

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 is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Jeffrey S

Series 63, Series 66

Red Wing, MN

Ameriprise

Jeffrey Strickland is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael D

Series 63

Red Wing, MN

Edward Jones

Michael Dube is a financial advisor with Edward Jones in Red Wing, Minnesota, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Thomas W

Series 63, Series 65

Red Wing, MN

Cetera

Thomas Wilder is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at firms including Dougherty & Company LLC and Concourse Financial Group Securities Inc before joining Cetera in 2025. Outside of advisory services, he is also the owner and president of Stainless Stone LLC, a business involved in the sale of surgical stainless steel pizza stones. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Richard D

Series 63, Series 66

Red Wing, MN

Cambridge Investment Research Advisors

Richard Douglas is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cambridge since 2005. In addition to his advisory role, Douglas has operated an independent insurance agency and serves as an advisory representative of another registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Sarah C

CFP®, Series 63, Series 65

Boston, MA

Santander Securities LLC

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

ESG / Sustainable investing Tax-loss harvesting General retirement planning Income planning Founder/Business Owner
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

Lori F

Series 66

East Lansing, MI

Edward Jones

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

General retirement planning Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kenneth B

Series 63, Series 65

Portland, ME

Headinvest

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Wealth management General retirement planning Tax strategies for small businesses Founder/Business Owner Retired
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Michael I

Series 63, Series 65

Livingston, NJ

Raymond James Financial

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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