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.
Excelsior has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Excelsior, Minnesota have an average of 23 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
Chad Lea
Strategic Wealth Group
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Fee-Based, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, 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# 152667
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Based
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 | 687 Excelsior Blvd, Excelsior, MN, 55331 | $2,961,272,387 | 1 | 8 | A percentage of AUM |
2 | 21960 Minnetonka Blvd, Suite 210, Excelsior, MN, 55331 | $1,440,136,836 | 2 | 20 | A percentage of AUM, Performance Based |
3 | 23505 Smithtown Road, Suite 290 Excelsior, MN, 55331 | $432,365,232 | 1339 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 34 Water Street, Suite 8, Excelsior, MN, 55331 | $219,176,341 | 308 | 2 | A percentage of AUM, Fixed fees |
5 | 687 Excelsior Blvd., Excelsior, MN, 55331 | $119,376,040 | 1 | 8 | A percentage of AUM |
QualificationsFirm CRD# 156247
Assets Under Management $2,961,272,387
No. Of Clients1
Clients Per Financial Advisor0
LOCORR FUND MANAGEMENT, LLC is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289890
Assets Under Management $1,440,136,836
No. Of Clients2
Clients Per Financial Advisor0
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 291204
Assets Under Management $432,365,232
No. Of Clients1339
Clients Per Financial Advisor191
MODUS ADVISORS, LLC is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $432M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1339 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108048
Assets Under Management $219,176,341
No. Of Clients308
Clients Per Financial Advisor154
EXCELSIOR INVESTORS is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $219M assets under management, the firm specializes in crafting personalized retirement planning solutions for 308 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117808
Assets Under Management $119,376,040
No. Of Clients1
Clients Per Financial Advisor0
STEBEN & COMPANY, LLC is a financial advisory firm situated in Excelsior, Minnesota. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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