Top wealth management 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 wealth management advisor when you want to coordinate your investments, taxes, and spending to support your lifestyle and long-term goals. Without focused expertise, advisors can overlook how local tax rates and social services impact your income planning.
- Tax-aware income planning. Ask how they adjust strategies to Minnesota's higher taxes and available social services.
- Holistic asset coordination. Confirm they integrate your investments, retirement accounts, and cash flow into one plan.
- Long-term lifestyle focus. See if they consider your future spending needs alongside wealth growth.
- Fee structure clarity. Understand how their fees align with the services they provide to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ricky P
CFP®, Series 63
Prescott, WI
Pro Advisors, Ltd. dba R J Pickle Financial Services
Ricky Pickle offers wealth management services with a strong emphasis on integrating tax planning and investment management, leveraging his dual CPA and CFP® credentials and 24 years of experience. Operating independently with a flat-fee and AUM-based fee structure, he serves individuals and businesses using both fundamental and technical analysis, distinguishing him from advisors focused solely on investment or tax services.
Experience: 24 years
Avg account: $826,567
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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 manage wealth effectively in Red Wing, MN, integrating tax-loss harvesting and retirement plans for business owners. Affiliated with LPL Financial, a large firm, he offers flat-fee financial planning, distinguishing him from advisors who may charge hourly rates or lack such extensive firm resources.
Experience: 35 years
Avg account: $399,489
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Julie H
Series 66
Red Wing, MN
Edward Jones
Julie Heitman offers wealth management services in Red Wing, MN, with expertise in tax-loss harvesting and multi-generational wealth transfer, which supports comprehensive income and legacy planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she provides a program fee up to 1.35% annually, benefiting clients seeking a broad range of advisory programs and fiduciary oversight.
Experience: 1 year
Avg account: $246,728
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Thomas W
Series 63, Series 65
Red Wing, MN
Cetera
Thomas Wilder offers wealth management expertise in Red Wing, MN, with 43 years of experience and specialties including tax-loss harvesting and retirement plans for business owners. Operating within Cetera, a large firm, he provides flexible fee options such as flat fees and hourly consulting, catering to high earners and those approaching retirement, which distinguishes him from other advisors in the area.
Experience: 43 years
Avg account: $306,089
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Nathan O
Series 63, Series 65, Series 66
Red Wing, MN
Aegis Investment Management, LLC
Nathan Ostertag offers wealth management services in Red Wing, MN, with 24 years of experience and holds Series 63, 65, and 66 licenses. His firm, Aegis Investment Management, serves a diverse client base including high-net-worth individuals and nonprofits, using fundamental and economic analysis for active portfolio management. He provides flat-fee financial planning at $250 annually, distinguishing him from advisors with asset-based fees.
Experience: 24 years
Avg account: $548,817
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