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Find Retirement Advisors for Retirement Planning in Osseo, 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 Osseo, Minnesota
Last Updated - April 18, 2024Osseo has 3 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 Osseo, Minnesota have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Osseo, 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
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
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Osseo, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MAGNETIC NORTH ADVISORS 6900 Wedgwood Road N, Suite 465 Maple Grove, MN, 55311 | $339,099,313 | 1386 | 8 | A Percentage of AUM, Fixed Fees |
| 2 | PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC 11324 86th Avenue North, Maple Grove, MN, 55369 | $250,803,951 | 622 | 6 | A Percentage of AUM, Fixed Fees |
| 3 | DORVAL & CHORNE FINANCIAL ADVISORS 11242 86th Avenue North, Maple Grove, MN, 55369 | $238,814,246 | 1670 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | MHS ADVISORY SERVICES, LLC 11330 86th Avenue North, Maple Grove, MN, 55369 | $177,633,992 | 1025 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (THIRD PARTY REFERRAL FEES) |
| 5 | WIXON ADVISORS, INC. 6439 Sycamore Court North, Maple Grove, MN, 55369 | $91,617,784 | 116 | 3 | A Percentage of AUM, Fixed Fees, Commission Based |
Information on Top Retirement Planning firms in Osseo, Minnesota
QualificationsFirm CRD# 309628
Assets Under Management $339,099,313
No. Of Clients1386
Clients Per Financial Advisor173
MAGNETIC NORTH ADVISORS is a financial advisory firm situated in Maple Grove, Minnesota. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1386 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 110372
Assets Under Management $250,803,951
No. Of Clients622
Clients Per Financial Advisor104
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maple Grove, Minnesota. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 622 clients. The team consists of 6 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
- Portfolio Management for Business
QualificationsFirm CRD# 309512
Assets Under Management $238,814,246
No. Of Clients1670
Clients Per Financial Advisor278
DORVAL & CHORNE FINANCIAL ADVISORS is a financial advisory firm situated in Maple Grove, Minnesota. With a nearly $239M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1670 clients. The team consists of 6 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 174590
Assets Under Management $177,633,992
No. Of Clients1025
Clients Per Financial Advisor171
MHS ADVISORY SERVICES, LLC is a financial advisory firm situated in Maple Grove, Minnesota. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1025 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (THIRD PARTY REFERRAL FEES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 115306
Assets Under Management $91,617,784
No. Of Clients116
Clients Per Financial Advisor39
WIXON ADVISORS, INC. is a financial advisory firm situated in Maple Grove, Minnesota. With a nearly $92M assets under management, the firm specializes in crafting personalized retirement planning solutions for 116 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
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.