Top financial advisors in Willmar, 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.
When you're managing your finances in Willmar, MN, you might face unique challenges like balancing income planning with the area's relatively high taxes. Without careful attention, it's easy to overlook how local tax rules and social services impact your overall financial picture.
- Local tax insight. Confirm how the advisor integrates Minnesota's tax environment into your income and retirement plans.
- Income planning focus. Ask how they help manage your cash flow to optimize benefits from available social services.
- Experience with regional nuances. Look for advisors who understand how state-specific factors affect investment and tax strategies.
- Holistic approach. Ensure they consider both your current needs and long-term goals within the context of Willmar's financial landscape.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Joel R
CFA®, Series 63
Willmar, MN
Sage Wealth Advisory
Joel Reimers offers wealth management and tax-loss harvesting expertise tailored to Willmar's financial environment, supported by his CFA® designation and experience at Sage Wealth Advisory. His firm serves high-net-worth clients with discretionary portfolio management using fundamental and cyclical analysis, charging a 1.5% annual fee, which may differ from other local advisors in fee structure and investment approach.
Experience: 3 years
Avg account: $1,738,890
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Kami O
Series 66
Willmar, MN
Ameriprise
Kami Ochsendorf specializes in retirement income strategy and Social Security optimization, making her well-suited for managing income planning challenges in Willmar, MN. Working at Ameriprise, a large firm with a 0.15% AUM fee, she offers tailored retirement withdrawal strategies and focuses on clients approaching retirement, leveraging three years of industry experience and a Series 66 designation.
Experience: 3 years
Avg account: $471,167
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Brian H
CFP®, Series 66
Willmar, MN
LPL Financial
Brian Hooper's 20 years of experience and CFP® certification equip him to navigate Willmar's unique tax and income planning challenges, especially for business owners and retirees. Affiliated with LPL Financial, a large firm offering in-house research and diverse portfolio options, he provides flat-fee financial planning and specializes in wealth management, retirement plans, and tax-loss harvesting, distinguishing him from other local advisors.
Experience: 21 years
Avg account: $399,489
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Cynthia W
Series 66
Elsinore, UT
Cetera
Cynthia Williams offers expertise in wealth management and tax-loss harvesting, which is valuable for navigating Willmar's tax environment and income planning challenges. Her flat-fee structure and affiliation with Cetera, a large firm serving diverse clients, provide flexible financial planning options compared to other advisors in the area.
Experience: 5 years
Avg account: $306,089
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Michael G
CFP®, Series 63
Willmar, MN
Sutterfield Financial Group, Inc.
Michael Gramm's 12 years of experience and CFP® certification equip him to navigate Willmar's unique tax environment, especially for small business tax strategies and retirement plans. His firm offers flat-fee and asset-based pricing, proprietary portfolio models, and additional services like tax preparation, distinguishing him with a comprehensive approach tailored to local financial nuances.
Experience: 12 years
Avg account: $175,932
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