Top financial advisors in Winona, 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're managing your finances in Winona, MN, you might face unique challenges like balancing strong social services with relatively high taxes. Without careful income planning, you could end up paying more taxes than necessary or miss out on benefits.
- Tax-aware income strategies. Look for advisors who understand Minnesota's tax landscape and can help you optimize your income streams accordingly.
- Social services integration. Ask how they incorporate local social programs into your financial plan to maximize your resources.
- Long-term tax impact. Confirm they consider how your decisions affect taxes over multiple years, not just immediate savings.
- Experience with local regulations. Ensure they are familiar with state-specific rules that could influence your retirement or investment choices.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy T
Series 66
Winona, MN
Calder Financial Group
Timothy Tuinstra in Winona, MN, offers expertise in retirement plans for business owners and tax strategies for small businesses, aligning well with local tax-aware income planning needs. His flat-fee consulting and hourly financial planning fees, combined with experience as an IRS Enrolled Agent and a founder, distinguish him from others by providing both tax preparation and comprehensive wealth management services.
Experience: 6 years
Avg account: $347,162
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Wayne M
CFP®, Series 66
Winona, MN
Edward Jones
Wayne Myhre's 13 years of experience and CFP® certification equip him to navigate Winona's tax landscape and retirement income strategies effectively. His affiliation with Edward Jones, a large firm serving over four million clients, offers access to comprehensive wealth management solutions and a fiduciary standard, distinguishing him from advisors at smaller firms or with less extensive networks.
Experience: 13 years
Avg account: $246,728
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Christopher G
Series 66
Winona, MN
LPL Financial
Christopher Gervais offers 18 years of experience in wealth management and retirement plans, including tax-loss harvesting, which is valuable for navigating Winona's tax landscape. His affiliation with LPL Financial, a large firm with in-house research and diverse investment solutions, combined with a flat-fee structure, distinguishes him from others by providing broad resources and transparent pricing.
Experience: 18 years
Avg account: $399,489
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Evan P
Series 63, Series 65
Galesville, WI
Thrivent Investment Management
Evan Peterson's role at Thrivent Investment Management equips him to address financial needs in Winona, MN, with a focus on business ownership considerations and comprehensive, goal-based planning. His affiliation with a large firm offering dedicated planning services to diverse client types distinguishes him from others, despite his relatively recent entry into the industry with two years of experience.
Experience: 2 years
Avg account: $162,801
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Lee T
Series 63, Series 66
Winona, MN
First Midwest Investments
Lee Turek offers retirement income strategies and wealth management tailored for business owners in Winona, MN, with 18 years of experience and Series 63 and 66 designations. His firm, First Midwest Investments, manages $11 million in assets and provides 401(k) consulting and participant education, emphasizing pension consulting and fundamental asset analysis, which may offer a more hands-on approach compared to other local advisors.
Experience: 18 years
Avg account: $333,333
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