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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 - July 10, 2024

Minneapolis has 8 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 20 years of experience.

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List of Qualified Retirement Planning Advisors in Minneapolis, Minnesota

advisor-photo
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Joe 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

advisor-photo

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

advisor-photo
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John 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

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Affiance 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

advisor-photo

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

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Josh 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

advisor-photo
vector.svg VERIFIED

Andrew Michaelides
Pinnacle Financial Advisors

Qualifications
CRD# 6363831
Firm CRD# 140190
Series 7, 63, 66

Minimum Assets Required
Not Specified

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, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

advisor-photo
vector.svg VERIFIED

Jordan 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

Top 15 Retirement Planning firms in Minneapolis, Minnesota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
AMERIPRISE FINANCIAL SERVICES, LLC
707 2nd Avenue South,
Minneapolis, MN, 55402
$414,380,098,355195358414187
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
$146,724,120,98188106
A Percentage of AUM, Other (ADMINISTRATION FEES)
3
THRIVENT FINANCIAL FOR LUTHERANS
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
$117,569,820,349673940
A Percentage of AUM, Performance Based
4
GALLIARD CAPITAL MANAGEMENT
800 Lasalle Ave., Ste 1400,
Minneapolis, MN, 55402-2033
$91,977,426,16528279
A Percentage of AUM, Fixed Fees
5
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
50 South Sixth Street, Suite 2350
Minneapolis, MN, 55402
$38,022,283,496202205
A Percentage of AUM, Fixed Fees, Performance Based
6
THRIVENT ASSET MANAGEMENT, LLC
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
$25,420,910,76433450
A Percentage of AUM
7
CASTLELAKE, L.P.
250 Nicollet Mall, Suite 900
Minneapolis, MN, 55401-7546
$24,763,945,02334231
A Percentage of AUM, Performance Based, Other (SERVICING FEES)
8
ADVANCED CAPITAL GROUP
50 South Sixth Street, Suite 975
Minneapolis, MN, 55402
$24,700,482,42234228
A Percentage of AUM, Fixed Fees
9
AB CARVAL INVESTORS, LP
1601 Utica Avenue South, Suite 1000
Minneapolis, MN, 55416
$19,601,734,19766203
A Percentage of AUM, Performance Based
10
VARDE MANAGEMENT, L.P.
901 Marquette Avenue South, Suite 3300
Minneapolis, MN, 55402
$19,180,445,119112246
A Percentage of AUM, Performance Based
11
ALLIANZ INVESTMENT MANAGEMENT LLC
5701 Golden Hills Drive,
Minneapolis, MN, 55416-1297
$17,477,260,4935768
A Percentage of AUM, Fixed Fees
12
WINSLOW CAPITAL MANAGEMENT LLC
4400 Ids Center, 80 South Eighth Street
Minneapolis, MN, 55402
$17,365,481,592127839
A Percentage of AUM, Performance Based
13
THRIVENT INVESTMENT MANAGEMENT INC.
600 Portland Avenue South,
Minneapolis, MN, 55415
$12,490,022,666409903548
A Percentage of AUM, Fixed Fees
14
CHOREO, LLC
801 Nicollet Mall, Suite 1200
Minneapolis, MN, 55402
$12,190,108,35121280189
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
$11,852,671,82617071
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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