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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 19, 2024Minneapolis 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 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
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
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
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
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Top 2 Retirement Planning firms in Minneapolis, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ALL TERRAIN FINANCIAL ADVISORS 551 Coon Rapids Boulevard, Coon Rapids, MN, 55433 | $234,708,841 | 564 | 4 | A Percentage of AUM, Fixed Fees |
| 2 | FFP WEALTH MANAGEMENT, LLC 11375 Robinson Drive, Suite 200, Coon Rapids, MN, 55433 | $188,072,700 | 838 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Minneapolis, Minnesota
QualificationsFirm CRD# 286683
Assets Under Management $234,708,841
No. Of Clients564
Clients Per Financial Advisor141
ALL TERRAIN FINANCIAL ADVISORS is a financial advisory firm situated in Coon Rapids, Minnesota. With a nearly $235M assets under management, the firm specializes in crafting personalized retirement planning solutions for 564 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 300253
Assets Under Management $188,072,700
No. Of Clients838
Clients Per Financial Advisor120
FFP WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Coon Rapids, Minnesota. With a nearly $188M assets under management, the firm specializes in crafting personalized retirement planning solutions for 838 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
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.