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 Cambridge, 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 Cambridge, Minnesota
Last Updated - April 12, 2024Cambridge has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Cambridge, Minnesota have an average of 17 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Cambridge, Minnesota
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 2 Retirement Planning firms in Cambridge, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EFS ADVISORS 1995 East Rum River Drive S, Cambridge, MN, 55008 | $1,715,092,035 | 26921 | 55 | A Percentage of AUM, Hourly charges |
| 2 | ADVANCED ADVISOR GROUP, LLC 1995 East Rum River Drive S, Cambridge, MN, 55008 | $11,460,173 | 97 | 8 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Cambridge, Minnesota
QualificationsFirm CRD# 115211
Assets Under Management $1,715,092,035
No. Of Clients26921
Clients Per Financial Advisor489
EFS ADVISORS is a financial advisory firm situated in Cambridge, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26921 clients. The team consists of 55 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
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 140393
Assets Under Management $11,460,173
No. Of Clients97
Clients Per Financial Advisor12
ADVANCED ADVISOR GROUP, LLC is a financial advisory firm situated in Cambridge, Minnesota. With a nearly $11M assets under management, the firm specializes in crafting personalized retirement planning solutions for 97 clients. The team consists of 8 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
- Publication of periodicals or Newsleters
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.