A complete list of active advisors currently associated with Twin Cities Retirement Group

Warmer can help you find a great advisor at Twin Cities Retirement Group or one who fits your needs even better.

Twin Cities Retirement Group serves individual and high‑net‑worth clients, with an emphasis on those nearing or recently entering retirement. The firm provides discretionary asset management and comprehensive retirement-planning services — including Social Security benefit analysis, cash‑flow modeling, beneficiary and estate‑planning coordination — and may refer clients to independent third‑party money managers. Investment programs are managed under a strategic asset‑allocation discipline with five risk profiles from Conservative to Aggressive and may include tactical adjustments as market conditions change. The firm’s methods of analysis include fundamental, technical, charting and cyclical approaches, and portfolios commonly use no‑load mutual funds and ETFs alongside individual securities, options, and other structured or leveraged instruments where appropriate. The firm’s Form ADV discloses a self‑regulatory enforcement matter that resulted in an acceptance, waiver and consent and a nine‑month bar in 2009–2010 related to customer forms, which the brochure identifies as the only disciplinary history. The brochure also notes the firm offers educational seminars or workshops (an uncommon service among peers) and details referral arrangements with third‑party managers — including retention of a portion of advisory fees for referred clients — which the firm discloses to clients as a potential conflict of interest.

To learn more about the advisors currently working at Twin Cities Retirement Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.