Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
Cambridge has 5 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 22 years of experience.
Fiat Wealth Management
CFP®, RICP®
Qualifications
Firm CRD# 318201
Series 65
Minimum Assets Required
$500,000
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Affiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1995 East Rum River Drive S, Cambridge, MN, 55008 | $2,039,082,605 | 29019 | 59 | A percentage of AUM, Hourly charges |
2 | 1995 East Rum River Drive S, Cambridge, MN, 55008 | $12,739,399 | 106 | 8 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 115211
Assets Under Management $2,039,082,605
No. Of Clients29019
Clients Per Financial Advisor492
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 29019 clients. The team consists of 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140393
Assets Under Management $12,739,399
No. Of Clients106
Clients Per Financial Advisor13
ADVANCED ADVISOR GROUP, LLC is a financial advisory firm situated in Cambridge, Minnesota. With a nearly $13M assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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