Top active portfolio management financial advisors in St. Cloud, 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.
If you want to grow your investments actively rather than just tracking an index, you need an advisor who understands how to adjust your portfolio based on market changes. Without this expertise, you might miss opportunities or take on risks that don’t fit your goals.
- Market responsiveness. Ask how they decide when to buy or sell assets to capture gains or limit losses.
- Risk management approach. Confirm how they balance potential returns with your comfort level and financial situation.
- Tax-aware trading. Active moves can trigger taxes; check how they minimize tax impact while managing your portfolio.
- Local market knowledge. Advisors familiar with St. Cloud’s tax environment can better tailor strategies to your income and investment needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robin S
CFP®, Series 65
Sartell, MN
Dakota Wealth, LLC
Robin Schaa offers active portfolio management with over a decade of experience, including expertise in private investments, real estate, and options strategies, making her well-suited for dynamic investment growth in the St. Cloud area. Her firm, Dakota Wealth, LLC, uses diversified portfolios and combines fundamental, technical, and cyclical research, while providing flat-fee planning and independent advice, distinguishing her from other advisors nearby.
Experience: 11 years
Avg account: $1,767,375
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Christopher C
Series 66
Sartell, MN
Prospera Financial Services, inc.
Christopher Chapman offers active portfolio management with 19 years of experience and expertise in options and derivatives strategies, suitable for investors seeking dynamic growth in St. Cloud's vicinity. His firm, Prospera Financial Services, manages $12.4 billion across 207 advisors, providing flat-fee and hourly financial planning options, distinguishing him with flexible fee structures and broad institutional support compared to local alternatives.
Experience: 19 years
Avg account: $681,918
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Brett C
Series 66
Sauk Rapids, MN
Fidelity
Brett Carow offers expertise in active portfolio management with eight years of experience and a Series 66 designation, operating from nearby Sauk Rapids, MN. Affiliated with Fidelity, a large firm known for combining fundamental research, quantitative analysis, and algorithmic portfolio construction, he serves a broad client base including retail and institutional investors, which may provide diverse strategies compared to smaller local advisors.
Experience: 8 years
Avg account: $234,793
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Michael D
Series 63, Series 65
St. Cloud, MN
Commonwealth Financial Network
Michael Degolier offers active portfolio management in St. Cloud, MN, leveraging 32 years of experience and expertise in tax-loss harvesting and retirement income strategy. Affiliated with Commonwealth Financial Network, a large firm providing extensive support and flat-fee consulting options, he stands out for combining seasoned insight with flexible fee structures and comprehensive wealth management services.
Experience: 32 years
Avg account: $568,323
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Aaron H
Series 63, Series 66
St. Cloud, MN
Lone Peak Advisers
Aaron Hammer offers active portfolio management in St. Cloud, MN, leveraging 22 years of experience and a tactical investment approach that blends fundamental and technical analysis. His firm, Lone Peak Advisers, manages $125 million for diverse clients and provides flexible fee options including negotiable AUM fees and flat fees, distinguishing him from others by combining seasoned expertise with a team-based strategy.
Experience: 22 years
Avg account: $138,613
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