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Find Retirement Planners 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.

List of Qualified Retirement Planners in Minnesota

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Robert Lawson

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414
(612) 3787560

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Trisha Qualy

Financially Fluent Advisors

Registered Phone: (612) 347-8600
701 4th Ave S, Suite 1500

Minneapolis, MN 55415
(612) 2056131

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Matt Elliott

Pulse Financial Planning

3265 19th St NW Suite 700

Rochester, MN 55901
(507) 2187707

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Nate Pribyl

Edelman Financial Engines, LLC

3157 Superior Dr NW

Rochester, MN 55901
(763) 4948889

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John Severy-Hoven, CFP®, MBA

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104
(651) 4420465

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Joe Schwarz

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402
(612) 3554365

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441
(888) 2369777

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Ryan Shannon

R.M Shannon Wealth Management LLC

1595 Selby Avenue
Suite 211

Saint Paul, MN 55104
(651) 3214620

List of Additional Retirement Planners in Minnesota*

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Thomas Lee - Ameriprise Financial Services, LLC

7100 Northland Cir N
Ste 303

Brooklyn Park, MN 55428
7636572404

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Kay Klasse - Ameriprise Financial Services, LLC

8935 33rd St N
Ste 2

Lake Elmo, MN 55042
6517478200

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Gregory Josewski - Ameriprise Financial Services, LLC

11671 Fountains Dr
Ste 215

Maple Grove, MN 55369
7634161211

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Rex Running - Ameriprise Financial Services, LLC

411 Water St S

Northfield, MN 55057
5076630083

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Bobby Swoboda - Ameriprise Financial Services, LLC

12725 43rd St NE
Ste 103

St Michael, MN 55376
7634975578

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Michael Metzger - Ameriprise Financial Services, LLC

8325 Wayzata Blvd
Ste 100

Golden Valley, MN 55426
7635435150

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Troy Kurth - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 630

Edina, MN 55435
9528571274

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Reese J Lang - Ameriprise Financial Services, LLC

10900 Wayzata Blvd
Ste 150

Minnetonka, MN 55305
9527469444

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J Nathan Ledbetter - Ameriprise Financial Services, LLC

12435 55th St N
Ste A

Lake Elmo, MN 55042
6516892000

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Steven N Brandt - Ameriprise Financial Services, LLC

10900 Wayzata Blvd
Ste 150

Minnetonka, MN 55305
9527469446

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David Olson - Ameriprise Financial Services, LLC

7650 Edinborough Way
Ste 225

Edina, MN 55435
7635435172

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William F Knapp Jr - Ameriprise Financial Services, LLC

7701 France Ave S
Ste 475

Edina, MN 55435
9528418117

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Adam R Maki - Ameriprise Financial Services, LLC

1204 Harmon Pl

Minneapolis, MN 55403
6129406945

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Chris G Madden - Ameriprise Financial Services, LLC

776 N Creek Dr
Ste 4

Willmar, MN 56201
3202355600

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Timothy A Ruhland - Ameriprise Financial Services, LLC

12280 Nicollet Ave S
Ste 101

Burnsville, MN 55337
9528085450

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Drew Boland - Ameriprise Financial Services, LLC

13782 Bluestem Ct
Ste 150

Baxter, MN 56425
2188294131

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Corey James Skogrand - Ameriprise Financial Services, LLC

122 N 3rd St

Marshall, MN 56258
5075322219

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Matthew Dornik - Ameriprise Financial Services, LLC

10159 Wayzata Blvd
Ste 200

Minnetonka, MN 55305
9524442004

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Bob Knutson - Morgan Stanley

345 Saint Peter St
Ste 1800

St. Paul, MN 55102
6512158480

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April Diederich - Ameriprise Financial Services, LLC

1765 Roosevelt Rd

St Cloud, MN 56301
3206546715

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Tom Vanyo - Ameriprise Financial Services, LLC

900 Long Lake Rd
Ste 220

New Brighton, MN 55112
6516351731

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Bruce J Nerland - Morgan Stanley

345 Saint Peter St
Ste 1800

St. Paul, MN 55102
6512158456

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Steven J Gehrke - Ameriprise Financial Services, LLC

17305 Cedar Ave S
Ste 220

Lakeville, MN 55044
6512210711

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James Surdy - Ameriprise Financial Services, LLC

329 N Main St
Ste 201

Austin, MN 55912
5074373523

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Paul Harris - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 300

Edina, MN 55435
9529145442

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Paul Roy - Ameriprise Financial Services, LLC

922 Highway 33 S

Cloquet, MN 55720
2188796784

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Christopher Roloff - Ameriprise Financial Services, LLC

7212 Metro Blvd

Edina, MN 55439
9524467800

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Brian Klecan - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
9529211991

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Lance A Miller - Ameriprise Financial Services, LLC

14985 Glazier Ave
Ste 501

Apple Valley, MN 55124
9524318482

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Kevin Max - Ameriprise Financial Services, LLC

405 Babcock Blvd E
Ste 160

Delano, MN 55328
7639728722

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Mark A Gabriel - Ameriprise Financial Services, LLC

3200 Main St NW
Ste 230

Coon Rapids, MN 55448
7634213848

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Daniel Polson - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
6127465300

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Joshua De Bilzan - Ameriprise Financial Services, LLC

4647 White Bear Pkwy

White Bear Lake, MN 55110
6514296220

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Christopher Hickman - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 300

Edina, MN 55435
9528571415

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Daniel D Getsch - Ameriprise Financial Services, LLC

8621 Eagle Point Blvd

Lake Elmo, MN 55042
6515781019

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Anderson Grymala Group - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
2187277600

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Robert Rae - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 300

Edina, MN 55435
9528571229

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Bob O'Neil - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406726

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360 Financial

11100 Wayzata Boulevard
Suite 360

Minnetonka, MN 55305
9525428900

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Michael J Atherton - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 300

Edina, MN 55435
9529145427

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Casey A Wussow - Ameriprise Financial Services, LLC

422 S Minnesota Ave

St Peter, MN 56082
5079345510

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Joshua Tatge - Ameriprise Financial Services, LLC

817 Broadway St

Alexandria, MN 56308
3207628141

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Daniel Grassman - Ameriprise Financial Services, LLC

900 Long Lake Rd
Ste 220

New Brighton, MN 55112
6516351762

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Bradley Koenck - Ameriprise Financial Services, LLC

677 Anne St NW
Ste C

Bemidji, MN 56601
2187517740

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Patrick J Kruchten - Ameriprise Financial Services, LLC

1765 Roosevelt Rd

St Cloud, MN 56301
3206546715

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Bruce A Hennen - Ameriprise Financial Services, LLC

2805 Dodd Rd
Ste 195

Eagan, MN 55121
6512566006

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Jason Dreger - Ameriprise Financial Services, LLC

405 Babcock Blvd E
Ste 160

Delano, MN 55328
7639728722

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Alix Magner - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406753

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Lisa Nelson - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 600

Edina, MN 55435
9528571246

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Michelle Young - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 600

Edina, MN 55435
9528571487

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Jason Aleshire - Ameriprise Financial Services, LLC

600 Twelve Oaks Center Dr
Ste 648B

Wayzata, MN 55391
9524730324

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Ashlie Kaess - Ameriprise Financial Services, LLC

3169 Fernbrook Ln N

Plymouth, MN 55447
6122164111

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Mark Joern - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
6127465300

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Randy Ehleringer - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Christina Asmus - Ameriprise Financial Services, LLC

3800 American Blvd W
Ste 900

Bloomington, MN 55431
9528358185

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James C Lebahn - Ameriprise Financial Services, LLC

3900 Northwoods Dr
Ste 150

Arden Hills, MN 55112
6517657040

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Jay Jurkovich - Ameriprise Financial Services, LLC

84 3rd St NW

Forest Lake, MN 55025
6514647064

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Benjamin Kneeland - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
2187200128

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Jenny Rasmussen - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 300

Edina, MN 55435
9528571238

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Steven Rosvold - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 600

Edina, MN 55435
9528571279

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Brandon Wayne - Ameriprise Financial Services, LLC

1850 Austin Rd
Ste 104

Owatonna, MN 55060
5074513598

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Mark Maes - Ameriprise Financial Services, LLC

3601 W 76th St
Ste 160

Edina, MN 55435
9528418128

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Aquib Khan - Morgan Stanley

270 Main Street North
Ste 100

Stillwater, MN 55082
6514728095

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Reed Pawelk - Ameriprise Financial Services, LLC

19021 Freeport St
Ste 300

Elk River, MN 55330
7634417504

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AdvisorNet Financial Partners

7373 Kirkwood Court
Suite 300

Maple Grove, MN 55369
7633158000

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Matthew Carrier - Ameriprise Financial Services, LLC

1135 Washington Ave
Ste 103

Detroit Lakes, MN 56501
2188472676

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Jessica Foss - Ameriprise Financial Services, LLC

201 3rd Ave NW

Roseau, MN 56751
2184635039

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Cory Ann Skogrand - Ameriprise Financial Services, LLC

122 N 3rd St

Marshall, MN 56258
5075322219

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Robert Donald York - Ameriprise Financial Services, LLC

3900 Northwoods Dr
Ste 150

Arden Hills, MN 55112
6517657056

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TreeLine Wealth Management - Ameriprise Financial Services, LLC

10159 Wayzata Blvd
Ste 200

Minnetonka, MN 55305
9524442000

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John Mc Farland - Ameriprise Financial Services, LLC

212 Lady Slipper Ave NE
Ste 1

New Prague, MN 56071
9527586363

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Scott Marquardt - Ameriprise Financial Services, LLC

703 E Ripley St

Litchfield, MN 55355
3206937271

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Mike Gagnon - Ameriprise Financial Services, LLC

501 State Highway 25

Monticello, MN 55362
7632717526

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Randy Kramer - Ameriprise Financial Services, LLC

329 N Main St
Ste 201

Austin, MN 55912
5074373523

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Dan Roeschlein - Ameriprise Financial Services, LLC

180 2nd Ave SW

Milaca, MN 56353
3209831331

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Thomas J Sundberg - Ameriprise Financial Services, LLC

800 Oak St

Hastings, MN 55033
6514388696

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Karl L Pawlowski - Ameriprise Financial Services, LLC

1275 Ramsey St
Ste 800

Shakopee, MN 55379
9526415275

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Mark Cheeley - Ameriprise Financial Services, LLC

10159 Wayzata Blvd
Ste 200

Minnetonka, MN 55305
9524496693

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Jeremy Steward - Ameriprise Financial Services, LLC

7101 York Ave S
Ste 320

Edina, MN 55435
9529213257

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Christopher Thurin - Ameriprise Financial Services, LLC

3601 W 76th St
Ste 160

Edina, MN 55435
9528418123

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Eric Swanson - Ameriprise Financial Services, LLC

2805 Dodd Rd
Ste 195

Eagan, MN 55121
6512566022

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Richard Condiff - Ameriprise Financial Services, LLC

17 E Centennial 84 Dr
Ste E

New York Mills, MN 56567
2183853020

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Jacquelyn Alderman - Ameriprise Financial Services, LLC

30 25th Ave S
Ste 101

St Cloud, MN 56301
3202301710

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Dennis B G Rowland - Ameriprise Financial Services, LLC

8530 Eagle Point Blvd
Ste 225

Lake Elmo, MN 55042
9528571221

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Thomas Steidl - Ameriprise Financial Services, LLC

817 Broadway St

Alexandria, MN 56308
3207628141

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True Colors Financial - Ameriprise Financial Services, LLC

10810 Old County Road 15

Plymouth, MN 55441
7637035575

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Endgame Financial Group - Ameriprise Financial Services, LLC

2774C Commerce Dr NW

Rochester, MN 55901
5072065086

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Three Rivers Wealth Management - Ameriprise Financial Services, LLC

3900 Northwoods Dr
Ste 150

Arden Hills, MN 55112
6517657052

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OwnPath Wealth Advisors - Ameriprise Financial Services, LLC

11671 Fountains Dr
Ste 215

Maple Grove, MN 55369
7634161211

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Prism Wealth Management - Ameriprise Financial Services, LLC

1907 Wayzata Blvd E
Ste 350

Wayzata, MN 55391
9524496686

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Jacob Isaacson - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

St Louis Park, MN 55416
7633677980

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The Harris Group - Ameriprise Financial Services, LLC

3200 Main St NW
Ste 110

Coon Rapids, MN 55448
7637129428

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Bollum, Wussow & Associates - Ameriprise Financial Services, LLC

422 S Minnesota Ave

St Peter, MN 56082
5079345510

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Jo Kovacich - Ameriprise Financial Services, LLC

320 E Howard St

Hibbing, MN 55746
2182625207

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Timothy Jon Werner - Ameriprise Financial Services, LLC

7212 Metro Blvd

Edina, MN 55439
9524467800

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Colin Shaughnessy - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 600

Edina, MN 55435
9528571428

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James J Beste - Ameriprise Financial Services, LLC

30 25th Ave S
Ste 101

St Cloud, MN 56301
3202301710

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Vinod Gupta - Ameriprise Financial Services, LLC

230 W Superior St
Ste 436

Duluth, MN 55802
2184644178

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Elizabeth Stokes - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

St Louis Park, MN 55416
7633677980

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Stephen Soderstrom - Ameriprise Financial Services, LLC

500 W 79th St
Ste 100

Chanhassen, MN 55317
9523886550

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The Tuttle Group - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 300

Edina, MN 55435
9528571220

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Kristopher Wiege - Ameriprise Financial Services, LLC

3200 Main St NW
Ste 110

Coon Rapids, MN 55448
7633555547

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Michael D Cassidy - Ameriprise Financial Services, LLC

4500 Park Glen Rd
Ste 100

St Louis Park, MN 55416
9527675547

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Panoramic Wealth Advisors - Ameriprise Financial Services, LLC

10900 Wayzata Blvd
Ste 150

Minnetonka, MN 55305
9527469444

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Joe Branca - Ameriprise Financial Services, LLC

111 E Lincoln Ave

Fergus Falls, MN 56537
2189983535

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Lonnie Benzinger - Ameriprise Financial Services, LLC

817 Broadway St

Alexandria, MN 56308
3207628141

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Mike Dorsey - Ameriprise Financial Services, LLC

131 Babcock Blvd W
Ste 2

Delano, MN 55328
7639997950

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Robin K. Tellor & Associates - Ameriprise Financial Services, LLC

394 Lake Ave S
Ste 505

Duluth, MN 55802
2187224761

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Dufresne, Wayne & Associates - Ameriprise Financial Services, LLC

1850 Austin Rd
Ste 104

Owatonna, MN 55060
5074554070

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The Grassman Stern Group - Ameriprise Financial Services, LLC

900 Long Lake Rd
Ste 220

New Brighton, MN 55112
6516312208

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Nicholas Forliti - Ameriprise Financial Services, LLC

1530 Greenview Dr SW
Ste 111

Rochester, MN 55902
5072890737

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Cory Seifert - Ameriprise Financial Services, LLC

817 Broadway St

Alexandria, MN 56308
3207628141

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Eide & Associates - Ameriprise Financial Services, LLC

208 Broadway N

Carver, MN 55315
9524486455

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Ferguson and Associates - Ameriprise Financial Services, LLC

420 Summit Ave
Fl 3

St Paul, MN 55102
6512210720

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Gans & Hultstrand - Ameriprise Financial Services, LLC

2805 Dodd Rd
Ste 195

Eagan, MN 55121
6512566044

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Kari Douglas - Ameriprise Financial Services, LLC

4115 26th St NW
Ste 100

Rochester, MN 55901
5072814341

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Lex & Associates - Ameriprise Financial Services, LLC

281A S Main St

Zumbrota, MN 55992
5077327335

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ClearPath Wealth Management - Ameriprise Financial Services, LLC

715 Old Highway 8 NW

New Brighton, MN 55112
6516351717

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Renee Volk - Ameriprise Financial Services, LLC

1765 Roosevelt Rd

St Cloud, MN 56301
3206546715

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Derek More - Ameriprise Financial Services, LLC

715 Old Highway 8 NW

New Brighton, MN 55112
6516351719

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Brian Mickelson - Ameriprise Financial Services, LLC

10810 Old County Road 15

Plymouth, MN 55441
7637035580

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Patrick Furlong - Ameriprise Financial Services, LLC

320 E Howard St

Hibbing, MN 55746
2182625207

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Andrew Hays - Ameriprise Financial Services, LLC

44 Lake St S
Ste C

Forest Lake, MN 55025
6514649773

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Nicholas Ternes - Ameriprise Financial Services, LLC

3600 Minnesota Dr
Ste 550

Edina, MN 55435
9523002324

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Christine A Ebert - Ameriprise Financial Services, LLC

3515 Plymouth Blvd
Ste 204

Plymouth, MN 55447
7635435146

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Mathew Harrington - Ameriprise Financial Services, LLC

8530 Eagle Point Blvd
Ste 225

Lake Elmo, MN 55042
6517029000

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Paul Rampetsreiter - Ameriprise Financial Services, LLC

8325 Wayzata Blvd
Ste 100

Golden Valley, MN 55426
9524496687

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Joshua Nelson - Ameriprise Financial Services, LLC

1765 Roosevelt Rd

St Cloud, MN 56301
3206546715

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Timothy R Jirak - Ameriprise Financial Services, LLC

10900 Wayzata Blvd
Ste 150

Minnetonka, MN 55305
9527469447

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Dennis N Bussian - Ameriprise Financial Services, LLC

2774C Commerce Dr NW

Rochester, MN 55901
5073223649

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Paul Knooihuizen - Ameriprise Financial Services, LLC

8530 Eagle Point Blvd
Ste 225

Lake Elmo, MN 55042
6517029000

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Thomas Lee Davis - Ameriprise Financial Services, LLC

7601 France Ave S
Ste 600

Edina, MN 55435
9528571239

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Jeremy Dobson - Ameriprise Financial Services, LLC

959 Old Highway 8

New Brighton, MN 55112
6512511968

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Bradley L Melby - Ameriprise Financial Services, LLC

3900 Northwoods Dr
Ste 150

Arden Hills, MN 55112
6517657035

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Nathan Odegard - Ameriprise Financial Services, LLC

3800 American Blvd W
Ste 900

Bloomington, MN 55431
9528358186

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Luke Ellis - Ameriprise Financial Services, LLC

12435 55th St N
Ste A

Lake Elmo, MN 55042
6516892000

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Jason Bauerly - Ameriprise Financial Services, LLC

11671 Fountains Dr
Ste 215

Maple Grove, MN 55369
7634889595

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Mark Josephs - Ameriprise Financial Services, LLC

8530 Eagle Point Blvd
Ste 225

Lake Elmo, MN 55042
6517029000

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Derek Shoden - Ameriprise Financial Services, LLC

550 Main St
Ste 210

New Brighton, MN 55112
6517891103

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Mary P Thoen - Ameriprise Financial Services, LLC

1930 Premier Dr

Mankato, MN 56001
5076259050