Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Albert Lea, Minnesota
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Albert Lea, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | INTELLICENTS INVESTMENT SOLUTIONS INC 100 North Broadway, Albert Lea, MN, 56007 | $5,067,782,323 | 3031 | 61 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 2 | ISC FINANCIAL ADVISORS 200 North Broadway Ave., Albert Lea, MN, 56007 | $1,002,596,173 | 2864 | 15 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Albert Lea, Minnesota
QualificationsFirm CRD# 107498
Assets Under Management $5,067,782,323
No. Of Clients3031
Clients Per Financial Advisor50
INTELLICENTS INVESTMENT SOLUTIONS INC is a financial advisory firm situated in Albert Lea, Minnesota. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3031 clients. The team consists of 61 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 157626
Assets Under Management $1,002,596,173
No. Of Clients2864
Clients Per Financial Advisor191
ISC FINANCIAL ADVISORS is a financial advisory firm situated in Albert Lea, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2864 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Duluth, Minnesota
- Retirement Planners in Hopkins, Minnesota
- Retirement Planners in Litchfield, Minnesota
- Retirement Planners in Milaca, Minnesota
- Retirement Planners in Minneapolis, Minnesota
- Retirement Planners in Saint Paul, Minnesota
Looking for more choices? Use our free match service to compare retirement planners serving your area.