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Find Retirement Advisors for Retirement Planning in Detroit Lakes, 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 Detroit Lakes, Minnesota

Last Updated - March 21, 2024

Detroit Lakes has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Detroit Lakes, Minnesota have an average of 31 years of experience.

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List of Qualified Retirement Planning Advisors in Detroit Lakes, Minnesota

advisor-photo
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Rod Schauer
ChFC®
Complete Investment Advisory LLC

Qualifications
CRD# 6023553
Firm CRD# 166876
Series 65

Minimum Assets Required
$50,000

Advisory Services:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning.

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Top 1 Retirement Planning firms in Detroit Lakes, Minnesota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MANN FINANCIAL GROUP
613 Hwy 10 E,
Detroit Lakes, MN, 56501
$225,375,0008784
A Percentage of AUM

Information on Top Retirement Planning firms in Detroit Lakes, Minnesota

QualificationsFirm CRD# 297878

Assets Under Management $225,375,000

No. Of Clients878

Clients Per Financial Advisor220

MANN FINANCIAL GROUP is a financial advisory firm situated in Detroit Lakes, Minnesota. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 878 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
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