Top financial advisors in St. Paul, 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 financial advisor in St. Paul, MN when you need help navigating income planning amid relatively high state taxes and strong social services. Without expertise in local tax nuances, you risk missing opportunities to optimize your income and benefits.
- Local tax knowledge. Confirm how they incorporate Minnesota's tax rates and deductions into your income plan.
- Income timing strategies. Ask how they schedule income streams to balance tax impact and eligibility for social services.
- Benefit coordination. Check if they consider state social programs alongside your retirement and investment income.
- Experience with diverse clients. See if they have worked with clients at different life stages to tailor income plans accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amy S
Series 66
Saint Paul, MN
Merrill
Amy Sorrels offers expertise in retirement income strategy and business sale tax planning, which is crucial for managing income amid Minnesota's tax environment. Her 15 years of experience at Merrill, a large firm, combined with her focus on women professionals and young families, distinguishes her approach with tailored strategies and a 1.10% AUM fee for managed strategies under $2 million.
Experience: 15 years
Avg account: $860,085
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Harrison G
Series 66
St Paul, MN
Robert Baird & Co.
Harrison Grandgenett offers financial advice in St. Paul, MN, with expertise in wealth management and tax-loss harvesting, which can help navigate local tax nuances and income planning. Working at Robert Baird & Co., a large firm, he provides flat-fee and hourly consulting options, serving diverse clients including retirees and business owners, supported by his Series 66 license and involvement in community finance committees.
Experience: 2 years
Avg account: $713,008
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Erick R
Series 63
St Paul, MN
OSAIC
Erick Reim's 27 years of experience and Series 63 designation equip him to address income planning challenges in St. Paul, MN, including local tax considerations and benefit coordination. As a seasoned advisor at OSAIC, a large firm serving diverse clients with flat-fee and negotiable AUM options, he brings expertise in annuities and financial planning tailored to founders, executives, and retirees.
Experience: 27 years
Avg account: $398,336
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Lori H
Series 66
Saint Paul, MN
Wells Fargo Advisors
Lori Hoefener's 19 years of experience and Series 66 designation position her well to address income planning challenges in St. Paul, MN, especially given Wells Fargo Advisors' IPS-driven approach and expertise in retirement plan consulting. Serving high-net-worth clients through a large firm, she offers access to diverse financial products and personalized strategies that may differ from smaller or less specialized advisors in the area.
Experience: 19 years
Avg account: $514,335
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Darin B
Series 66
Saint Paul, MN
Wells Fargo Advisors
Darin Brommer's 14 years of experience and Series 66 designation at Wells Fargo Clearing equip him to address income planning challenges in St. Paul, MN, including local tax considerations and benefit coordination. His firm's IPS-driven investment approach and flat-fee structure, combined with experience serving high-net-worth clients, distinguish him from other advisors in the area.
Experience: 14 years
Avg account: $514,335
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