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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 - May 11, 2024

Minnesota has 8 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 18 years of experience.

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List of Qualified Retirement Planning Advisors in Minnesota

advisor-photo
vector.svg VERIFIED

John 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

advisor-photo
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Kyle 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

advisor-photo
vector.svg VERIFIED

Steven 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

advisor-photo
vector.svg VERIFIED

Joe 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

advisor-photo
vector.svg VERIFIED

Jordan DeBoer
AWMA®, CFP®
Calibration Financial

Qualifications
CRD# 6554740
Firm CRD# 304118
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Josh Decker
CFP®
EFS Advisors

Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Not Specified

advisor-photo
vector.svg VERIFIED

Shaun 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

advisor-photo

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

Top 15 Retirement Planning firms in Minnesota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AMERIPRISE FINANCIAL SERVICES, LLC
707 2nd Avenue South,
Minneapolis, MN, 55402
$414,380,098,355195358414187
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
$146,724,120,98188106
A Percentage of AUM, Other (ADMINISTRATION FEES)
3
GARDA CAPITAL PARTNERS
305 Lake Street East,
Wayzata, MN, 55391
$118,495,198,0003175
A Percentage of AUM, Performance Based
4
THRIVENT FINANCIAL FOR LUTHERANS
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
$117,569,820,349673940
A Percentage of AUM, Performance Based
5
GALLIARD CAPITAL MANAGEMENT
800 Lasalle Ave., Ste 1400,
Minneapolis, MN, 55402-2033
$91,977,426,16528279
A Percentage of AUM, Fixed Fees
6
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
505 North Hwy 169, Suite 900
Plymouth, MN, 55441
$56,392,714,4921280500
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
$43,356,548,77135487
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
$38,022,283,496202205
A Percentage of AUM, Fixed Fees, Performance Based
9
THRIVENT ASSET MANAGEMENT, LLC
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
$25,420,910,76433450
A Percentage of AUM
10
CASTLELAKE, L.P.
250 Nicollet Mall, Suite 900
Minneapolis, MN, 55401-7546
$24,763,945,02334231
A Percentage of AUM, Performance Based, Other (SERVICING FEES)
11
ADVANCED CAPITAL GROUP
50 South Sixth Street, Suite 975
Minneapolis, MN, 55402
$24,700,482,42234228
A Percentage of AUM, Fixed Fees
12
AB CARVAL INVESTORS, LP
1601 Utica Avenue South, Suite 1000
Minneapolis, MN, 55416
$19,601,734,19766203
A Percentage of AUM, Performance Based
13
WOODBURY FINANCIAL SERVICES, INC.
7755 3rd Street North,
Oakdale, MN, 55128
$19,278,448,0461019503002
A Percentage of AUM, Hourly charges, Fixed Fees
14
VARDE MANAGEMENT, L.P.
901 Marquette Avenue South, Suite 3300
Minneapolis, MN, 55402
$19,180,445,119112246
A Percentage of AUM, Performance Based
15
ALLIANZ INVESTMENT MANAGEMENT LLC
5701 Golden Hills Drive,
Minneapolis, MN, 55416-1297
$17,477,260,4935768
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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