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Find Retirement Advisors for Retirement Planning in Minneapolis, 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.
Finding the Best Retirement Planners in Minneapolis, Minnesota
Last Updated - April 18, 2024Minneapolis has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Minneapolis, Minnesota have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Minneapolis, Minnesota
VERIFIEDJoe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 152667
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJosh 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
VERIFIEDJohn Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
VERIFIEDJordan 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Minneapolis, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | BPS CAPITAL MANAGEMENT, INC. 7900 International Drive, Suite 1050 Bloomington, MN, 55425 | $4,880,672,225 | 71 | 7 | A Percentage of AUM, Fixed Fees, Other (CAPPED FEES: AUM UNTIL CAP IS REACHED) |
| 2 | JNBA FINANCIAL ADVISORS, LLC 8500 Normandale Lake Blvd, Suite 450 Bloomington, MN, 55437 | $1,296,023,764 | 3553 | 32 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | REDHAWK WEALTH ADVISORS, INC. 8500 Normandale Lake Blvd, Suite 960 Bloomington, MN, 55437 | $1,209,486,411 | 3736 | 43 | A Percentage of AUM, Fixed Fees, Commission Based |
| 4 | TTCP MANAGEMENT SERVICES, LLC 3600 American Boulevard West, Suite 150 Bloomington, MN, 55431 | $997,254,602 | 28 | 20 | A Percentage of AUM, Performance Based |
| 5 | SYSTELLIGENCE, LLC 7760 France Avenue South, Suite 925 Bloomington, MN, 55435 | $654,000,000 | 6 | 4 | A Percentage of AUM |
| 6 | STEVENS FOSTER FINANCIAL ADVISORS 7900 Xerxes Avenue South, Suite 1800 Bloomington, MN, 55431 | $576,450,366 | 1072 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 7 | BGM WEALTH PARTNERS 7900 International Drive, Suite 800 Bloomington, MN, 55425 | $453,489,876 | 737 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 5270 West 84th Street, Suite 310 Bloomington, MN, 55437 | $335,841,821 | 1558 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | WEBB FINANCIAL GROUP 8120 Penn Avenue South, Suite 177 Bloomington, MN, 55431 | $295,141,000 | 1939 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | LEGACY FINANCIAL ADVISORS CORPORATION 3500 American Blvd W, Suite 675 Bloomington, MN, 55431 | $225,329,499 | 819 | 6 | A Percentage of AUM, Commission Based |
| 11 | CAISSA WEALTH STRATEGIES 7825 Washington Ave S., Suite 725 Bloomington, MN, 55439 | $220,744,958 | 521 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | TRADEMARK FINANCIAL MANAGEMENT, LLC 7825 Washington Ave South, 410 Bloomington, MN, 55439 | $208,236,983 | 867 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEES FROM OTHER INVESTMENT ADVISERS) |
| 13 | GUARDIAN WEALTH ADVISORS, LLC 8201 Norman Center Drive, Suite 420, Bloomington, MN, 55437 | $197,849,967 | 603 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | SIGHTLINE PARTNERS LLC 7801 E. Bush Lake Road, Suite 210 Bloomington, MN, 55439 | $185,685,011 | 8 | 6 | A Percentage of AUM, Performance Based |
| 15 | PETROS FAMILY WEALTH, LLC 8500 Normandale Lake Blvd, Suite 850 Bloomington, MN, 55437 | $150,506,357 | 662 | 6 | A Percentage of AUM, Fixed Fees, Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS) |
Information on Top Retirement Planning firms in Minneapolis, Minnesota
QualificationsFirm CRD# 120006
Assets Under Management $4,880,672,225
No. Of Clients71
Clients Per Financial Advisor10
BPS CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 71 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (CAPPED FEES: AUM UNTIL CAP IS REACHED)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 106550
Assets Under Management $1,296,023,764
No. Of Clients3553
Clients Per Financial Advisor111
JNBA FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3553 clients. The team consists of 32 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
- Pension Consulting Services
QualificationsFirm CRD# 146616
Assets Under Management $1,209,486,411
No. Of Clients3736
Clients Per Financial Advisor87
REDHAWK WEALTH ADVISORS, INC. is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3736 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 165448
Assets Under Management $997,254,602
No. Of Clients28
Clients Per Financial Advisor1
TTCP MANAGEMENT SERVICES, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 283582
Assets Under Management $654,000,000
No. Of Clients6
Clients Per Financial Advisor2
SYSTELLIGENCE, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $654M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 115752
Assets Under Management $576,450,366
No. Of Clients1072
Clients Per Financial Advisor43
STEVENS FOSTER FINANCIAL ADVISORS is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $576M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1072 clients. The team consists of 25 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
QualificationsFirm CRD# 110483
Assets Under Management $453,489,876
No. Of Clients737
Clients Per Financial Advisor123
BGM WEALTH PARTNERS is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $453M assets under management, the firm specializes in crafting personalized retirement planning solutions for 737 clients. The team consists of 6 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
QualificationsFirm CRD# 140551
Assets Under Management $335,841,821
No. Of Clients1558
Clients Per Financial Advisor260
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1558 clients. The team consists of 6 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106617
Assets Under Management $295,141,000
No. Of Clients1939
Clients Per Financial Advisor277
WEBB FINANCIAL GROUP is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1939 clients. The team consists of 7 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 115384
Assets Under Management $225,329,499
No. Of Clients819
Clients Per Financial Advisor137
LEGACY FINANCIAL ADVISORS CORPORATION is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 819 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 150458
Assets Under Management $220,744,958
No. Of Clients521
Clients Per Financial Advisor52
CAISSA WEALTH STRATEGIES is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $221M assets under management, the firm specializes in crafting personalized retirement planning solutions for 521 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 116543
Assets Under Management $208,236,983
No. Of Clients867
Clients Per Financial Advisor173
TRADEMARK FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 867 clients. The team consists of 5 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 FROM OTHER INVESTMENT ADVISERS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 143254
Assets Under Management $197,849,967
No. Of Clients603
Clients Per Financial Advisor101
GUARDIAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 603 clients. The team consists of 6 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
- Selection of Other Advisors
QualificationsFirm CRD# 162629
Assets Under Management $185,685,011
No. Of Clients8
Clients Per Financial Advisor1
SIGHTLINE PARTNERS LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 324059
Assets Under Management $150,506,357
No. Of Clients662
Clients Per Financial Advisor110
PETROS FAMILY WEALTH, LLC is a financial advisory firm situated in Bloomington, Minnesota. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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
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- 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.