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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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John Severy-Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

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Jordan DeBoer

Calibration Financial

210 2nd Ave SW
Ste 105

Milaca, MN 56353

320-362-6002

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Alex Reader

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury, MN 55125

651-714-9505

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Peter Fleming

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove, MN 55311

952-283-7453

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Tyler Schelhaas

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441

888-236-9777

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Joe Schwarz

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

List of Additional Retirement Planners in Minnesota*

* Additional advisor listing is provided in partnership with Yext

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Elvestrom Eriksson Group - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8400

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The Wayzata Bay Group - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4395

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Bob Knutson - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8480

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Wayzata, MN Branch Office - UBS Financial Services Inc.

681 East Lake Street
Suite 354

Wayzata, MN 55391
952-475-9440

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360 Financial

11100 Wayzata Boulevard
Suite 360

Minnetonka, MN 55305
952-542-8900

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Fure Financial Corporation

8500 Normandale Lake Blvd
Suite 950

Bloomington, MN 55437
952-944-8250

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AdvisorNet Financial Partners

7373 Kirkwood Court
Suite 300

Maple Grove, MN 55369
763-315-8000

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Omega Wealth Management Group

3975 Farmhill Court

Mound, MN 55364
952-475-6844

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Christopher Hellie - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6787

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Integrated Equity Management

8009 34th Avenue South
Suite 1550

Bloomington, MN 55425
952-854-5544

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DTLR

7641 W Broadway Ave

Brooklyn Park, MN 55428
763-424-0287

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First Command Financial Advisor - Travis Sundvall

2950 Metro Drive
Suite 210

Bloomington, MN 55425
952-851-3071

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DTLR

509 W Broadway Ave

Minneapolis, MN 55411
612-529-4706

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VILLA

244 North Garden

Bloomington, MN 55425
952-854-9114

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Pursuit Wealth Management

652 Bielenberg Drive
Suite 201

Woodbury, MN 55125
612-695-4624

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Edward Jones - Financial Advisor: Keith Salscheider

2820 Piedmont Ave
Suite F

Duluth, MN 55811
218-727-7460

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Hedrick & Durand Wealth Management Group - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7924

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Richard Fromstein - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1909

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Windschitl Van Slooten Wealth Management - UBS Financial Services Inc.

4150 S Second Street
Suite 500

Saint Cloud, MN 56301
320-203-6582

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Chronos Group, LLC

860 Blue Gentian Rd
Suite 200

Eagan, MN 55121
651-600-2241

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Smalley Muldowney Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6797

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Michael B. Block, AWMA - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4777

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Shafer Wealth Management - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4777

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Bloomington, MN Private Wealth Management - UBS Financial Services Inc.

8500 Normandale Lake Blvd.
Suite 210

Bloomington, MN 55437
800-444-3810

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Spehar Wealth Management - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-1645

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Verizon Authorized Retailer - Mobile Life

11 E. Veterans Memorial Highway

Kasson, MN 55944
507-634-6000

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Minneapolis, MN Branch Office - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5990

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Blaine Central Veterinary Clinic

2181 108th Ln NE

Blaine, MN 55449
763-792-2337

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Michael J. Fischer - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-8031

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DTLR

1515 University Ave West

Saint Paul, MN 55104
651-645-1268

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RGW Wealth Management, LLC

9800 Shelard Pkwy
Suite 330

Plymouth, MN 55441
763-417-0809

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Lauren Boulware - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
612-217-5356

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The Ellman Group - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1980

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Darin Amundson, AAMS - UBS Financial Services Inc.

4150 S Second Street
Suite 500

Saint Cloud, MN 56301
320-203-6574

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Clear Wealth

652 Bielenberg Drive
Suite 201

Woodbury, MN 55125
612-446-3742

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Morgan Stanley Financial Advisors

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4300

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Strategic Financial Concepts

6465 Wayzata Boulevard
Suite 350

Saint Louis Park, MN 55426
952-905-2200

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Midwest Financial Services Inc.

1704 N. Riverfront Dr
Suite 104

Mankato, MN 56001
507-345-7591

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Salmon Wealth Management

12100 Singletree Lane
Suite 191

Eden Prairie, MN 55344
612-202-8032

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Morgan Stanley Financial Advisors

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8400

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St. Paul, MN Branch Office - UBS Financial Services Inc.

444 Cedar St.
Suite 200

St. Paul, MN 55101
651-298-1616

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Financial Planning Partners

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
612-436-3733

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J&S Partners Inc: Stephen Koessl

860 Blue Gentian Road
Suite 200

Eagan, MN 55121
651-307-9052

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Focus Wealth Management

2355 Highway 36 West
Suite 479

Roseville, MN 55113
612-203-3258

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Integra Shield Financial Group

3181 Fernbrook Lane N

Plymouth, MN 55447
763-201-1390

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Gary A Zittlow, ChFC

320-230-0761

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Zephyrus Financial Services

700 South Grade Road SW

Hutchinson, MN 55350
320-234-2501

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Vantage Point Wealth Management

505 North Hwy 169
Suite 260

Plymouth, MN 55441
763-587-7120

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Strategic Wealth Partners

615 Sunnyside Drive

Cloquet, MN 55720
218-879-1131

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Erstad Financial

931 Madison Avenue
Suite 201

Mankato, MN 56001
507-720-6560

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ISC Financial Advisors

7760 France Avenue South

Minneapolis, MN 55435
952-835-1560

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Tonka Financial Services

1811 Traymore Road

Minnetonka, MN 55305
952-746-5110

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Sorensen Financial Services

318 Plum Street

Red Wing, MN 55066
651-388-7103

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GT Financial Advisors

539 Bielenberg Drive
Suite 100

Woodbury, MN 55125
651-633-9131

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Thong Ha

651-674-3349

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Jennifer Lynne Olson - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8488

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FFP Wealth Management, LLC

11375 Robinson Drive
Suite 200

Coon Rapids, MN 55433
763-231-2760

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Investors Financial Group

9800 Shelard Parkway
Suite 220

Plymouth, MN 55441
763-525-0001

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Running Wealth Management Group

16192 Highway 7

Minnetonka, MN 55345
952-843-4944

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Strong Tower Wealth Management

333 South 7th Street
Suite 2100

Minneapolis, MN 55402
612-436-3750

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Geoff Stamp | Principal

202 W. Bridge Street
Suite 203

Owatonna, MN 55060
507-774-9221

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Luebeck Geisler Hamm Wealth Management

11800 Singletree Lane
Suite #406

Eden Prairie, MN 55344
952-491-9911

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GTS Financial

3800 American Boulevard West
Suite 1500

Bloomington, MN 55431
952-222-8286

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Robert McVey III - Morgan Stanley

270 Main Street North
Ste 100

Stillwater, MN 55082
651-472-8091

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James Schmidt - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8416

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Innovate Financial

8120 Penn Avenue South
Suite 565

Bloomington, MN 55431
612-824-1107

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David Gannon - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4788

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Karen E Hemphill - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5348

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Paul L Peterman - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
507-529-4403

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Russell Stains - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4360

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Inspired Retirement Planning

3428 Lakeridge Place NW
Suite 120

Rochester, MN 55901
507-286-9130

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Focus Financial

1000 Shelard Parkway
Suite 300

Minneapolis, MN 55426
952-225-0322

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Jim Brennan - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4163

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Stifel I John H. Tillotson

60 South 6th Street
Suite 300

Minneapolis, MN 55402
612-455-5521

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DTLR

2119 Old Hudson Rd

St Paul, MN 55119
651-731-8994

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William N Whitaker - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8422

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M-Square Financial Services - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9476

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Andrew Michael Knutson - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9482

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Nicholas B. Nerland - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8421

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Keith J. Van Dell Waypoint Wealth Group

710 Commerce Dr
#140

Woodbury, MN 55125
651-226-6352

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Andrew Joseph Vincelli, CFP - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-298-1607

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Mark Randall Brown - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
218-720-0144

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The BlackRidge Group - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
507-281-0403

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Joseph Hulbert - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1997

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DTLR

1300 Shingle Creek Crossing

Brooklyn Center, MN 55430
763-560-9537

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GPS Wealth Management

3340 Annapolis Lane N
Suite B

Plymouth, MN 55447
763-231-7880

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Dunncreek Advisors LLC

904 Delaware Avenue

West Saint Paul, MN 55118
612-436-3770

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Kuitu Financial Services, Inc.

11100 Wayzata Blvd
Ste 405

Minnetonka, MN 55305
952-277-4258

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Financial Resources Solutions

10416 Wyoming Avenue South

Bloomington, MN 55438
952-881-0311

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Randall Berns, CFP - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-404-3791

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Mike Ryan Financial

10800 Lyndale Avenue South
Suite 236

Bloomington, MN 55420
952-200-4300

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Cetera Investment Services - Michelle Gascoigne

70 W 3rd Street

Zumbrota, MN 55992
507-732-8708

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Cetera Investors - Andrew Karlson

7301 Ohms Lane
Suite 460

Edina, MN 55439
952-830-3440

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Income Planning Group

15600 36th Ave N
Suite 200

Minneapolis, MN 55446
763-559-9213

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Madetzke Financial Practice

1305 Vierling Drive E

Shakopee, MN 55379
612-618-2848

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Superior Wealth Management Group, LLC

1650 West 82nd Street
Suite 1090

Bloomington, MN 55431
952-885-5605

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John Hupp - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5346

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Mark Nichols - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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Dan Burfeind - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4130

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Gentz Financial Services

4170 Thielman Lane
Suite 102

Saint Cloud, MN 56301
320-258-3688

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Strategic Investment Partners

2183 Northdale Boulevard Northwest

Minneapolis, MN 55433
763-231-6010

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Business and Family Advisors

1500 McAndrews Road West
Suite 229

Burnsville, MN 55337
952-392-1071

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The Wipperfurth Group - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9448

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Jack Elvestrom - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8420

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Financial Compass

7510 Market Place Drive

Eden Prairie, MN 55344
952-921-2121

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Conneran Financial Advising

763-639-0868

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Stonebrook Wealth Management Inc.

17850 Kenwood Trail
#221

Lakeville, MN 55044
952-223-6515

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Larson & Larson Financial Inc

7300 Metro Boulevard
Suite 135

Edina, MN 55439
952-641-6740

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Marline & Associates Wealth Management

11 East Superior Street
Suite 510

Duluth, MN 55802
218-723-4108

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David Betz, CRPS - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-1630

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Focus Financial

110 2nd Street South
Suite 304

Waite Park, MN 56387
320-257-0078

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R Group Financial Marketing Inc.

3459 Washington Drive
Suite 102

Eagan, MN 55122
651-681-0002

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Michael Traxler Wealth Management, LLC

222 Main St E

New Prague, MN 56071
952-758-8060

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Mader Wealth Inc.

8677 Eagle Point Boulevard

Lake Elmo, MN 55042
651-379-0456

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Johan Eriksson - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8424

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Minnesota Financial Resources

5200 Willson
Suite 402

Edina, MN 55424
952-285-4444

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Charles Gits - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7920

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Jon Tarshish - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4176

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Samuel Thiesse - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
218-720-0146

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Karen Myers - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8455

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Paul R Buckley - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
218-720-0129

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Waterfront Financial Group

8000 West 78th Street
Suite 415

Edina, MN 55439
952-236-1755

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Rosemary Windschitl, CFP - UBS Financial Services Inc.

4150 S Second Street
Suite 500

Saint Cloud, MN 56301
320-203-6582

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The Mueller Wealth Management Group - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-298-1609

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The Johnston Frantz Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5988

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The Fernhill Group - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4300

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Matthew Nikodym, AAMS, CRPS - UBS Financial Services Inc.

4150 S Second Street
Suite 500

Saint Cloud, MN 56301
320-203-6579

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Michael R Junker - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8446

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Evergreen Financial Group

3161 Fernbrook Lane

Plymouth, MN 55447
612-339-5352

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The Kerl/Magner Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6753

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Michael Walstien - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4775

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Inspire Advisors Minnesota

107 Center Drive

Buffalo, MN 55313
763-682-9000

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Lynn Field, CRPC - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-229-6020

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Christina Van Slooten, CFP - UBS Financial Services Inc.

4150 S Second Street
Suite 500

St Cloud, MN 56301
320-203-6587

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Dean W McCall - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
218-720-0123

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Rowan Wealth Management - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-8039

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Joseph Hedrick - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-848-8070

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Wealth Management Partners - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-848-8088

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Peter Jackson, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5044

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Burke Investment Group - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9446

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Karl Nikodym Wealth Management Group - UBS Financial Services Inc.

4150 S Second Street
Suite 500

Saint Cloud, MN 56301
320-203-6572

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Thomas Gillund - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8462

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Daniel A Utoft - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-841-6453

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David R Mohr - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4802

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Claudia Waterloo Tornquist - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1911

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Jeffrey Botz, CFP - UBS Financial Services Inc.

4150 S Second Street
Suite 500

St Cloud, MN 56301
320-203-6571

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First Command Financial Advisor - Jim Leach

2950 Metro Drive
Suite 210

Bloomington, MN 55425
952-851-3071

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Five Star Financial Resources - John Sanken, Financial Advisor

102 Main Street S
Suite 211

Hutchinson, MN 55350
320-587-6669

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Gregory Idelkope - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-848-8077

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Steve Madden - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8438

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The Hannah-Olson Group - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-841-6458

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Brian Klecan - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1991

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The Bull-Wiebler Group - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9444

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Timothy O'Donnell - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6733

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Daniel Griep - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5908

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Dan Monahan, CFP?, CRPC? - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5971

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LifeStage Wealth Management

11100 Wayzata Boulevard
Suite 510

Minnetonka, MN 55305
763-542-8884

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Morgan Stanley Financial Advisors

270 Main Street North
Ste 100

Stillwater, MN 55082
651-472-8100

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Ryan Donald Betz - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-298-1641

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Johnathan Evans - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8417

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Midwest Wealth Management

1920 Center Creek Drive

Fairmont, MN 56031
800-662-8756

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Raskin Loftus Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5913

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Gregg M Cummings - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8468

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Mary Guillaume - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9469

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The Lutz/Rohs Group - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1900

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Jeff Ament - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4304

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Daniel Anderson - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4391

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Wayzata Wealth Management - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9473

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Bacigalupo Wealth Management - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-298-1644

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Keith Stein, CFP - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-298-1692

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Schultz-Peterson Group - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8428

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Robert P MacMullan - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4363

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Kristin Larson, CFP?, CPWA? - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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David Chisholm - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1985

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Douglas Dirks - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1924

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Bryan Hadley Rohs - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1995

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Rocky Wold - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4113

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Nathan S Hildre - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1954

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Jean Prenevost - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4134

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Nerland-Cummings Group - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8459

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Lance Huebner - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1923

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Morgan Stanley Financial Advisors

14 Second Street SW
Suite 201

Rochester, MN 55902
507-281-0403

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Aquib Khan - Morgan Stanley

270 Main Street North
Ste 100

Stillwater, MN 55082
651-472-8095

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Peter Durand - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7924

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The Hildre Johnson Group - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1900

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Eklin Wealth Management Group - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-404-3781

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Marcus Waterbury - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6755

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Lakeview Partners - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9455

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The Portico Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4810

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Wayzata, MN Private Wealth Management - UBS Financial Services Inc.

681 Lake Street E.
Suite 354

Wayzata, MN 55391
800-627-2463

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Karbon Koch Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6764

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The Simonson Group

38877 10th Avenue
Suite B

North Branch, MN 55056
651-462-7636

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First Command Financial Advisor - Ray Elderd

2950 Metro Drive
Suite 210

Bloomington, MN 55425
952-851-3071

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Kyle Beeson - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4370

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First Command Financial Advisor - Tabitha Jackson

2950 Metro Drive
Suite 210

Bloomington, MN 55425
952-851-3071

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Bloom Wealth Management Group - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7979

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David Irvin - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-848-8091

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The Martino Seestadt Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6702

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Lawrence A Yost - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4126

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First Command Financial Advisor - Tim Anderson

2950 Metro Drive
Suite 210

Bloomington, MN 55425
952-851-3071

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Jay Michael Griep, CRPC - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5932

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James H. Lannan - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-841-6454

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Morgan Stanley Financial Advisors

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1900

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The Moore Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5358

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Jera Financial Partners - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9453

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The Taney Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8865

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The Schneider Group - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4325

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John Malknecht - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1960

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Robert Bush - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4155

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The Olson Team - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6766

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Bruce J Nerland - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8456

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Jose Marrujo - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1965

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Charles McNamara - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1987

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Morgan Stanley Financial Advisors

11 East Superior St
Suite 580

Duluth, MN 55802
218-727-7600

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Bob O'Neil - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6726

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Christopher Deckas - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4120

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Sean Lutz - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1932

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Mark Rethlake - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4791

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Kevin S Ringdahl - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5347

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Carlson Larson Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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Nichols Griep Wain Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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The McVey Group - Morgan Stanley

270 Main Street North
Ste 100

Stillwater, MN 55082
952-921-1900

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Allen Short - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8465

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Goldleaf Surety Services, LLC

3246 East Highway 7, Suite 150

Montevideo, MN 56265
888-294-6747

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Randall Petersen - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9432

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First Command Financial Advisor - Dan Andresen

2950 Metro Drive
Suite 210

Bloomington, MN 55425
952-851-3071

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Wenkus Humann Wealth Management - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9478

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Patrick Morgan - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7980

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Allstate Personal Financial Representative: Dean Shiff

3211 Fernbrook Ln N

Plymouth, MN 55447
763-519-2731

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Joseph A Delmonico - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4386

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The Rieland Group - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4146

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Kathleen M. Allison - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
507-529-4412

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Minneapolis, MN Private Wealth Management - UBS Financial Services Inc.

80 South 8th Street
29th & 30th Floors

Minneapolis, MN 55402
844-303-5990

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The Miller Group - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7938

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Douglas James Bruce - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-229-6016

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Dan R. de St. Aubin - Morgan Stanley

270 Main Street North
Ste 100

Stillwater, MN 55082
651-472-8089

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Gary Hansen, CRPC - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9435

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The Beard Harper Group - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4127

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The Mattson Group - Morgan Stanley

345 Saint Peter St
Ste 1800

St. Paul, MN 55102
651-215-8412

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Swiller Lederfine Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5013

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Barber Folisi Wealth Management - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7985

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Horan Gabler Wealth Management - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-848-8078

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Kelsi Rahm - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1940

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Legacy Wealth Management - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-229-6033

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Nicholas Rowan - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-8039

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Paul Antonenko - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7935

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St. Cloud, MN Branch Office - UBS Financial Services Inc.

4150 South Second Street
Suite 500

St. Cloud, MN 56301
302-203-6572

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John Thomas Vaudreuil, CFP - UBS Financial Services Inc.

8500 Normandale Lake Boulevard
Suite 210

Bloomington, MN 55437
952-921-7972

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Personal Wealth Partners

1550 American Blvd E
Suite 640

Bloomington, MN 55425
952-955-9871

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Allstate Personal Financial Representative: Gary Engelmann

317 Washington St

Brainerd, MN 56401
218-824-5005

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Christine J Jensen - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4381

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Morgan Stanley Financial Advisors

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6700

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Keith Burke - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-475-9446

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Susan Lee Blount, CFP, CIMA - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-1693

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Lois Carlson - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5147

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Connelly Family Wealth Management - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

Saint Paul, MN 55101
651-229-6070

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Anderson Edlund Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5993

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Donald Adams Jr., CFP, CRPC - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4778

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Kamin Wealth Management - UBS Financial Services Inc.

444 Cedar Street
Suite 2200

St Paul, MN 55101
651-298-1686

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John Joseph Miller, Jr., CEPA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5821

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Kathryn Julie Hoy, CRPC, CDFA - UBS Financial Services Inc.

681 East Lake Street

Wayzata, MN 55391
952-249-4787

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Robert Miller - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5810

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Bloomington, MN Branch Office - UBS Financial Services Inc.

8500 Normandale Lake Blvd.
Suite 210

Bloomington, MN 55437
952-921-7900

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Chapman Wealth Management

50 14th Avenue E
Suite 102

Sartell, MN 56377
320-230-0225

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The CSL Group - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8475

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Ryan E Lewis - Morgan Stanley

270 Main Street North
Ste 100

Stillwater, MN 55082
651-472-8087

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The Hammer - Johnson Group - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4308

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The Riskevich Warpinski Team - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4322

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Alix Magner - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6753

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Patrick Smith - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1972

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Thomas Drees - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1904

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Kris Bjorklund - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1975

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Jason Ripple - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4306

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Mark Jenson - UBS Financial Services Inc.

324 Broadway Street
Suite 201

Alexandria, MN 56308
320-203-6585

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K & L Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-4111

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Northern Plains Insurance & Financial

1000 E Main St
Unit 2

Perham, MN 56573
218-346-6740

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Stephen Krueger - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1962

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Thomas Rishovd - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6748

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David R. Peterson - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8418

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Jeffrey E Gillis - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4159

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Kristopher M Schultz - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8423

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Drees Marrujo - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1904

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The Hanley Wolff Group - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1900

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Denise Rohrick, CFP - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5898

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Donna S Bailey - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4305

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Greg P Olson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6766

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Stacy Kupsky - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4313

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Greg Blackwood - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1959

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Mary B Bennett - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6784

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Jon P Hoffman - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6767

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Sarah Reha, Washington National Agent

201 1st Ave SW

Dilworth, MN 56529
605-770-4157

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Paul Victor Olson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
651-472-8098

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Kristin Harper - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4139

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Bryant Waller - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8412

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The Bennett Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4819

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David A Olson - Morgan Stanley

14 Second Street SW
Suite 201

Rochester, MN 55902
507-529-4404

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Andrew J Blake - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5343

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D. Corey Moore - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8870

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David B. Sloane - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4822

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Edward N Johnson - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1922

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Brian Larson - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4132

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Matthew Tuccitto - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6711

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Mike Hanley - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1981

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Timothy A. Buck - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
218-720-0140

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Bruce Zwick - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4128

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Michelle Irwin - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6793

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Ann Hustad - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8876

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Cassandra Dowd

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8483

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Susan M Litecky - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4366

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Blane J. Hammer - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4308

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William Style - Morgan Stanley

380 Saint Peter St
Ste 1000

St. Paul, MN 55102
651-215-8414

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Michael R Martino - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6702

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James F Blake - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6750

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Marty B Schneider - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4325

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Darcy R Dahl - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4380

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John M Geelan - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4390

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Chad R. Ellman - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1980

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Ted Taney - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8865

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Garrett Anderson - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1963

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Gregg Huberty - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1913

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John Beard - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4127

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Scott A Larson - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4369

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Sean Kane - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4866

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Kevin Grahek - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6777

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Karis A. Boerner - Morgan Stanley

11 East Superior St
Suite 580

Duluth, MN 55802
218-720-0156

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Arden Shoreview Animal Hospital

1261 West County Road

Arden Hills, MN 55112
651-636-2883

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Ryan Muldowney - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6724

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John L Brown Jr - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5345

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Matthew Buechel - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4111

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John W Peterson - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4364

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Tony Nace - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6760

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Robert Hannah - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-841-6458

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John D Naslund - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4397

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Keri R. Burton - Morgan Stanley

445 East Lake Street
Suite 320

Wayzata, MN 55391
952-475-4393

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Greg Peterson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6769

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Dustin Wolff - Morgan Stanley

8300 Norman Center Dr
Ste 1150

Bloomington, MN 55437
952-921-1931

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Roy Smalley - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6743

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Nick Karbon - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6764

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Amy Aadalen - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8824

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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