Top retirement income strategy 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 retirement income strategy advisor when you're ready to turn your savings into steady income but worry about outliving your money or facing unexpected tax hits. A common mistake is relying on generic withdrawal plans that don't consider local tax nuances or your unique income needs.
- Tax-aware income planning. Look for advisors who understand Minnesota's relatively high taxes and can help minimize your tax burden while maximizing income.
- Social service integration. Ask how they incorporate available state social services into your retirement plan to enhance your financial security.
- Longevity risk management. Confirm they address the risk of your savings lasting through a potentially long retirement, not just short-term cash flow.
- Flexible withdrawal strategies. Inquire about their approach to adjusting income streams as your expenses and market conditions change over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jeffrey S
Series 63, Series 66
Red Wing, MN
Ameriprise
Jeffrey Strickland specializes in retirement income strategy in Red Wing, MN, with 20 years of experience and expertise in Social Security optimization and flexible withdrawal strategies. Affiliated with Ameriprise, a large firm offering tax-efficient, research-driven retirement planning, he serves clients approaching retirement with substantial assets and charges a 0.15% AUM fee, distinguishing him from advisors at smaller firms or with less comprehensive resources.
Experience: 21 years
Avg account: $471,167
-
Colin S
CFP®, Series 66
Red Wing, MN
Edward Jones
Colin Scully specializes in retirement income strategy and is CFP®-certified, offering tax-aware planning and flexible withdrawal strategies suited for Red Wing, MN residents. Working with Edward Jones, a large full-service firm, he supports clients including retirees and business owners, charging up to 1.35% annually, which may differ from smaller firms or fee structures nearby.
Experience: 6 years
Avg account: $246,728
-
Alison L
Series 66
Hastings, MN
Transamerica Retirement Advisors, LLC
Alison Lohmann specializes in retirement income strategy and general retirement planning, supported by 10 years of experience and a Series 66 designation. Based in Hastings, MN, she works with Transamerica Retirement Advisors, a large firm known for its proprietary software and model portfolios developed with Morningstar, offering asset allocation and managed advice with fees up to 0.45% annually.
Experience: 10 years
Avg account: $82,021
-
Charlene R
Series 63, Series 65
Frontenac, MN
Eagle Strategies (NY Life)
Charlene Rigelman offers expertise in retirement income strategy with 39 years of experience and a focus on retirement plans for business owners and annuities, suitable for clients near Red Wing, MN. Affiliated with Eagle Strategies, a large firm providing diverse financial planning and retirement consulting services, she offers flexible fee structures including hourly and subscription options, distinguishing her from advisors with narrower service models.
Experience: 39 years
Avg account: $235,446
-
Richard D
Series 63, Series 66
Red Wing, MN
Cambridge Investment Research Advisors
Richard Douglas specializes in retirement income strategy in Red Wing, MN, with 30 years of experience and credentials including Series 63 and 66. He works through Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, serving diverse clients including business owners and executives, which may provide a broad perspective on managing retirement income and tax considerations.
Experience: 30 years
Avg account: $378,281
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Red Wing, MN
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)