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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 - December 2, 2024Minneapolis has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 85 non-vetted advisors in your local area. These retirement advisors in Minneapolis, Minnesota have an average of 21 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
VERIFIEDAffiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
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.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFiat Wealth Management
CFP®, RICP®
Qualifications
Firm CRD# 318201
Series 65
Minimum Assets Required
$500,000
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDChad Lea
Strategic Wealth Group
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Minimum Assets Required
$0
Advisory Services:
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.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
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.
Compensation/Fee
Fee-Based
VERIFIEDJordan DeBoer
AWMA®, CFP®
Calibration Financial
Qualifications
CRD# 6554740
Firm CRD# 304118
Series 65
Minimum Assets Required
$200,000
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
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Top 15 Retirement Planning firms in Minneapolis, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South, Minneapolis, MN, 55402 | $414,380,098,355 | 1953584 | 14187 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-H04n Minneapolis, MN, 55402 | $146,724,120,981 | 88 | 106 | A Percentage of AUM, Other (ADMINISTRATION FEES) |
| 3 | THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $117,569,820,349 | 67 | 3940 | A Percentage of AUM, Performance Based |
| 4 | GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave., Ste 1400, Minneapolis, MN, 55402-2033 | $91,977,426,165 | 282 | 79 | A Percentage of AUM, Fixed Fees |
| 5 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 50 South Sixth Street, Suite 2350 Minneapolis, MN, 55402 | $38,022,283,496 | 202 | 205 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | THRIVENT ASSET MANAGEMENT, LLC 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $25,420,910,764 | 33 | 450 | A Percentage of AUM |
| 7 | CASTLELAKE, L.P. 250 Nicollet Mall, Suite 900 Minneapolis, MN, 55401-7546 | $24,763,945,023 | 34 | 231 | A Percentage of AUM, Performance Based, Other (SERVICING FEES) |
| 8 | ADVANCED CAPITAL GROUP 50 South Sixth Street, Suite 975 Minneapolis, MN, 55402 | $24,700,482,422 | 342 | 28 | A Percentage of AUM, Fixed Fees |
| 9 | AB CARVAL INVESTORS, LP 1601 Utica Avenue South, Suite 1000 Minneapolis, MN, 55416 | $19,601,734,197 | 66 | 203 | A Percentage of AUM, Performance Based |
| 10 | VARDE MANAGEMENT, L.P. 901 Marquette Avenue South, Suite 3300 Minneapolis, MN, 55402 | $19,180,445,119 | 112 | 246 | A Percentage of AUM, Performance Based |
| 11 | ALLIANZ INVESTMENT MANAGEMENT LLC 5701 Golden Hills Drive, Minneapolis, MN, 55416-1297 | $17,477,260,493 | 57 | 68 | A Percentage of AUM, Fixed Fees |
| 12 | WINSLOW CAPITAL MANAGEMENT LLC 4400 Ids Center, 80 South Eighth Street Minneapolis, MN, 55402 | $17,365,481,592 | 1278 | 39 | A Percentage of AUM, Performance Based |
| 13 | THRIVENT INVESTMENT MANAGEMENT INC. 600 Portland Avenue South, Minneapolis, MN, 55415 | $12,490,022,666 | 40990 | 3548 | A Percentage of AUM, Fixed Fees |
| 14 | CHOREO, LLC 801 Nicollet Mall, Suite 1200 Minneapolis, MN, 55402 | $12,190,108,351 | 21280 | 189 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | SIT FIXED INCOME ADVISORS II, LLC 3300 Ids Center, 80 South 8th Street Minneapolis, MN, 55402 | $11,852,671,826 | 170 | 71 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Minneapolis, Minnesota
QualificationsFirm CRD# 6363
Assets Under Management $414,380,098,355
No. Of Clients1953584
Clients Per Financial Advisor138
AMERIPRISE FINANCIAL SERVICES, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $414B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1953584 clients. The team consists of 14187 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 111912
Assets Under Management $146,724,120,981
No. Of Clients88
Clients Per Financial Advisor1
U.S. BANCORP ASSET MANAGEMENT, INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $147B assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 106 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ADMINISTRATION FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 115785
Assets Under Management $117,569,820,349
No. Of Clients67
Clients Per Financial Advisor0
THRIVENT FINANCIAL FOR LUTHERANS is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 3940 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 106487
Assets Under Management $91,977,426,165
No. Of Clients282
Clients Per Financial Advisor4
GALLIARD CAPITAL MANAGEMENT is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $92B assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 79 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 107173
Assets Under Management $38,022,283,496
No. Of Clients202
Clients Per Financial Advisor1
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 205 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 137751
Assets Under Management $25,420,910,764
No. Of Clients33
Clients Per Financial Advisor0
THRIVENT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 450 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
QualificationsFirm CRD# 145165
Assets Under Management $24,763,945,023
No. Of Clients34
Clients Per Financial Advisor0
CASTLELAKE, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 231 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SERVICING FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 109673
Assets Under Management $24,700,482,422
No. Of Clients342
Clients Per Financial Advisor12
ADVANCED CAPITAL GROUP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 28 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# 141819
Assets Under Management $19,601,734,197
No. Of Clients66
Clients Per Financial Advisor0
AB CARVAL INVESTORS, LP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66 clients. The team consists of 203 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 148949
Assets Under Management $19,180,445,119
No. Of Clients112
Clients Per Financial Advisor0
VARDE MANAGEMENT, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 246 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111925
Assets Under Management $17,477,260,493
No. Of Clients57
Clients Per Financial Advisor1
ALLIANZ INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 68 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 106940
Assets Under Management $17,365,481,592
No. Of Clients1278
Clients Per Financial Advisor33
WINSLOW CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1278 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 18387
Assets Under Management $12,490,022,666
No. Of Clients40990
Clients Per Financial Advisor12
THRIVENT INVESTMENT MANAGEMENT INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40990 clients. The team consists of 3548 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# 111221
Assets Under Management $12,190,108,351
No. Of Clients21280
Clients Per Financial Advisor113
CHOREO, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21280 clients. The team consists of 189 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 108271
Assets Under Management $11,852,671,826
No. Of Clients170
Clients Per Financial Advisor2
SIT FIXED INCOME ADVISORS II, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- 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:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.