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Find Retirement Advisors for Retirement Planning in Minnesota
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Minnesota, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Minnesota
Last Updated - October 7, 2024Minnesota has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 265 non-vetted advisors in your local area. These retirement advisors in Minnesota have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Minnesota
VERIFIEDJohn Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
VERIFIEDKyle Kalkbrenner
CLTC®, CEPA®
Thrivent
Qualifications
CRD# 6096130
Firm CRD# 18387
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDSteven Farrell
PPC, CMFC®
Lpl
Qualifications
CRD# 2190514
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJoe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDFiat Wealth Management
CFP®, RICP®
Qualifications
Firm CRD# 318201
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDShaun Marline
Marline & Associates LLC Wealth Management
Qualifications
CRD# 4645930
Firm CRD# 6413
Minimum Assets Required
$50,000
Advisory Services:
Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services.
Compensation/Fee
Not Specified
VERIFIEDAffiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 152667
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South, Minneapolis, MN, 55402 | $414,380,098,355 | 1953584 | 14187 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-H04n Minneapolis, MN, 55402 | $146,724,120,981 | 88 | 106 | A Percentage of AUM, Other (ADMINISTRATION FEES) |
| 3 | GARDA CAPITAL PARTNERS 305 Lake Street East, Wayzata, MN, 55391 | $118,495,198,000 | 3 | 175 | A Percentage of AUM, Performance Based |
| 4 | THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $117,569,820,349 | 67 | 3940 | A Percentage of AUM, Performance Based |
| 5 | GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave., Ste 1400, Minneapolis, MN, 55402-2033 | $91,977,426,165 | 282 | 79 | A Percentage of AUM, Fixed Fees |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 505 North Hwy 169, Suite 900 Plymouth, MN, 55441 | $56,392,714,492 | 128050 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS) |
| 7 | SECURIAN ASSET MANAGEMENT, INC. 400 Robert Street North, St Paul, MN, 55101-2098 | $43,356,548,771 | 354 | 87 | A Percentage of AUM, Fixed Fees, Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT) |
| 8 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 50 South Sixth Street, Suite 2350 Minneapolis, MN, 55402 | $38,022,283,496 | 202 | 205 | A Percentage of AUM, Fixed Fees, Performance Based |
| 9 | THRIVENT ASSET MANAGEMENT, LLC 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $25,420,910,764 | 33 | 450 | A Percentage of AUM |
| 10 | CASTLELAKE, L.P. 250 Nicollet Mall, Suite 900 Minneapolis, MN, 55401-7546 | $24,763,945,023 | 34 | 231 | A Percentage of AUM, Performance Based, Other (SERVICING FEES) |
| 11 | ADVANCED CAPITAL GROUP 50 South Sixth Street, Suite 975 Minneapolis, MN, 55402 | $24,700,482,422 | 342 | 28 | A Percentage of AUM, Fixed Fees |
| 12 | AB CARVAL INVESTORS, LP 1601 Utica Avenue South, Suite 1000 Minneapolis, MN, 55416 | $19,601,734,197 | 66 | 203 | A Percentage of AUM, Performance Based |
| 13 | WOODBURY FINANCIAL SERVICES, INC. 7755 3rd Street North, Oakdale, MN, 55128 | $19,278,448,046 | 101950 | 3002 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | VARDE MANAGEMENT, L.P. 901 Marquette Avenue South, Suite 3300 Minneapolis, MN, 55402 | $19,180,445,119 | 112 | 246 | A Percentage of AUM, Performance Based |
| 15 | ALLIANZ INVESTMENT MANAGEMENT LLC 5701 Golden Hills Drive, Minneapolis, MN, 55416-1297 | $17,477,260,493 | 57 | 68 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Minnesota
QualificationsFirm CRD# 6363
Assets Under Management $414,380,098,355
No. Of Clients1953584
Clients Per Financial Advisor138
AMERIPRISE FINANCIAL SERVICES, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $414B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1953584 clients. The team consists of 14187 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111912
Assets Under Management $146,724,120,981
No. Of Clients88
Clients Per Financial Advisor1
U.S. BANCORP ASSET MANAGEMENT, INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $147B assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 106 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ADMINISTRATION FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 282439
Assets Under Management $118,495,198,000
No. Of Clients3
Clients Per Financial Advisor0
GARDA CAPITAL PARTNERS is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 175 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 115785
Assets Under Management $117,569,820,349
No. Of Clients67
Clients Per Financial Advisor0
THRIVENT FINANCIAL FOR LUTHERANS is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 3940 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106487
Assets Under Management $91,977,426,165
No. Of Clients282
Clients Per Financial Advisor4
GALLIARD CAPITAL MANAGEMENT is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $92B assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 79 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 116407
Assets Under Management $56,392,714,492
No. Of Clients128050
Clients Per Financial AdvisorInfinity
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 128050 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 109905
Assets Under Management $43,356,548,771
No. Of Clients354
Clients Per Financial Advisor4
SECURIAN ASSET MANAGEMENT, INC. is a financial advisory firm situated in St Paul, Minnesota. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107173
Assets Under Management $38,022,283,496
No. Of Clients202
Clients Per Financial Advisor1
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 205 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 137751
Assets Under Management $25,420,910,764
No. Of Clients33
Clients Per Financial Advisor0
THRIVENT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 450 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 145165
Assets Under Management $24,763,945,023
No. Of Clients34
Clients Per Financial Advisor0
CASTLELAKE, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 231 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SERVICING FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 109673
Assets Under Management $24,700,482,422
No. Of Clients342
Clients Per Financial Advisor12
ADVANCED CAPITAL GROUP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 141819
Assets Under Management $19,601,734,197
No. Of Clients66
Clients Per Financial Advisor0
AB CARVAL INVESTORS, LP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66 clients. The team consists of 203 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 421
Assets Under Management $19,278,448,046
No. Of Clients101950
Clients Per Financial Advisor34
WOODBURY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Oakdale, Minnesota. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101950 clients. The team consists of 3002 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 148949
Assets Under Management $19,180,445,119
No. Of Clients112
Clients Per Financial Advisor0
VARDE MANAGEMENT, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 246 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111925
Assets Under Management $17,477,260,493
No. Of Clients57
Clients Per Financial Advisor1
ALLIANZ INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Duluth, Minnesota
- Retirement Planners in Hopkins, Minnesota
- Retirement Planners in Litchfield, Minnesota
- Retirement Planners in Minneapolis, Minnesota
- Retirement Planners in Rochester, Minnesota
- Retirement Planners in Saint Paul, Minnesota
- Retirement Planners in Wayzata, Minnesota
Looking for more choices? Use our free match service to compare retirement planners serving your area.