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David A. Schwandt

J.D., CFP®

Financial Adviser

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

PlanViser Financial

2545 Perry Avenue North
Golden Valley, MN 55422
(612) 436-3755
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Tamara L. Hubert

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Financial Advisor serving Minnesota and the surrounding communities.

First Minnetonka Investment Center

14550 Excelsior Blvd
Minnetonka, MN 55345-5822
(952) 465-0323

Robert P. Lawson

CFP®, CPA

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

100 South Fifth Street, Suite 420
Minneapolis, MN 55402
(612) 455-0929
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Jason C. Hallonquist

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

AIS Planning

622 Roosevelt Rd, Ste 160
Saint Cloud, MN 56301
(320) 252-6552
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Brian C. MacDonald

MBA,CFP®,ChFC®,APMA®

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services, LLC

Centennial Lakes Office Park, 7650 Edinborough Way, Suite 225
Edina, MN 55435
(952) 893-7966
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Sharon L. Calhoun

CFP®, ChFC

Principal/Director of Advanced Planning Client Services

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Vector Wealth Management

43 Main St SE, Ste 236
Minneapolis, MN 55414
(612) 378-7560

Lisa M. Nesser

CFP®

Registered Representative

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Nesser & Nesser Financial Group

300 14th Ave NE
Minneapolis, MN 55413
(651) 639-0786

Mike Miller

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Integra Shield Financial Group LLC

3181 Fernbrook Ln N
Plymouth, MN 55447
(763) 201-1390
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Timothy J. Valento

CFP®

Registered Representative

Specialties: Comprehensive Financial Planning, Attending College, Insurance, Retirement, Stocks & Bonds

Financial Advisor serving Minnesota and the surrounding communities.

Financial Dimensions Group Inc.

2880 Middle St, Suite 203
Little Canada, MN 55117
(651) 484-3122

Nathanael M. Hahm

CFP®

Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

LifeSTAGE Wealth Management

11100 Wayzata Blvd, Ste 510
Hopkins, MN 55305
(763) 542-8884

Damian Winther

CFP® CSRIC®

Financial Advisor and Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Birchwood Financial Partners, Inc.

3300 Edinborough Way, Ste 610
Edina, MN 55435
(952) 885-9088
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Timothy Schaefer

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving Minnesota and the surrounding communities.

Encore Wealth Advisors

715 Atlantic Ave
Morris, MN 56267
(320) 288-4084

Paul R. Wilson

CFP®

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Investment Management, Getting Divorced,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Comprehensive Wealth Management

7500 Hwy 55, Ste 125
Golden Valley, MN 55427
(952) 405-6000

Timothy J. LaPean

CFP®, ADPA®

Financial Planner / Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Thoughtful Financial Planning

314 Clifton Ave, Ste 105
Minneapolis, MN 55403
(612) 460-7355

Josh Wolberg

CFP®, RICP®, MBA

President and Lead Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Great River Financial

7500 Hwy 55, Suite 225
Golden Valley, MN 55427
763-231-7581
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Michael D. Cassidy

CFP®, ChFC®, APMA®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Amerprise Financial

8300 Norman Center Dr, Ste 550
Bloomington, MN 55437
(952) 767-5547
CONNECT WITH Michael
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Anders J. Haugen

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Lifelong Wealth Advisors

701 4th Avenue South, Suite 1700
Minneapolis, MN 55415
(866) 200-6885
(612) 349-6400

Brett Kusske

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Financial Advisor serving Minnesota and the surrounding communities.

Kusske Financial

11980 Portland Avenue S
Burnsville, MN 55337
(952) 895-6963

Brett Anderson

CFP®, ChFC & CLU

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

St. Croix Advisors, LLC

724 Bielenberg Dr #4
Saint Paul, MN 55125
(877) 393-1919
(651) 337-1919

James N. Aman

CFP®

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Thrivent

939 Old Hwy 8 NW, Ste 200
New Brighton, MN 55112
(763) 754-2670

Nick Rasmussen

CFP®, CRPC®, CAP®

Financial Consultant

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Thrivent Financial

321 Stillwater Road, PO Box 813
Willernie, MN 55090-0813
(651) 243-7139
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Richard Juckel

CFP®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Ballast Advisors, LLC

683 Bielenberg Dr, Suite 208
Woodbury, MN 55125
(651) 478-4657
CONNECT WITH Richard
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Derek F. Hagen

CFP®, CFA

Financial Behaviorist | Financial Therapist

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Money Health Solutions

5701 E Glen Moor Rd
Minnetonka, MN 55345
(612) 930-1577
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Elise Huston

CFP®

Advisor - Advisory Services Manager

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

JNBA Financial Advisors

8500 Normandale Lake Blvd, Ste 450
Bloomington, MN 55437
(952) 844-0995
CONNECT WITH Elise
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Kimmie Moehring

CFP® CDFA®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Birchwood Financial Partners

3300 Edinborough Way, Suite 610
Edina, MN 55435
(952) 885-9088
CONNECT WITH Kimmie
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Bjorn Miller

CFP®

Specialties:

Financial Advisor serving Minnesota and the surrounding communities.

North Oaks Financial Services

4524 Highway 61 N
White Bear Lake, MN 55110-3424
(651) 998-9822

Stephanie J. Rossi

CFP®

Senior Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

JNBA Financial Advisors

324 W Superior St, Ste 200
Duluth, MN 55802
(218) 249-0044
CONNECT WITH Stephanie
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Jerome C. Patterson

CFP®, CPA, PFS

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Professional Fiduciary Advisers, LLC

16129 SE Amelia Road, Suite 101
Glenwood, MN 56334

Professional Fiduciary Advisers, LLC

16129 SE Amelia Road
Glenwood, MN 56334

Bruce A. Hennen

CFP®,ChFC®,CLU®,CLTC

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Minnesota and the surrounding communities.

Ameriprise Financial Services, LLC

20686 Holyoke Ave, Suite 500
Lakeville, MN 55044

Ameriprise Financial Services, LLC

2805 Dodd Road
Eagan, MN 55121
CONNECT WITH Bruce
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Ben Smith

CFP®

Founder & Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Fee Only Financial Advisor serving Minnesota and the surrounding communities.

Cove Financial Planning, LLC

1650 W End Blvd, Ste 100
Minneapolis, MN 55416-5369

Cove Financial Planning, LLC

342 N Water St
Milwaukee, WI 53202-5715
CONNECT WITH Ben
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