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Find Retirement Planners 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.

List of Qualified Retirement Planners in Minneapolis, Minnesota

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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

50 South Sixth Street
#1405

Minneapolis,MN 55402

612-355-4365

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Vector Wealth Management

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis,MN 55414

612-378-7560

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John Severy Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul,MN 55104

651-442-0465

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth,MN 55441

888-236-9777

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Anthony Price

Total Wealth Advisors LLC

809 mainstreet

Hopkins,MN 55343

612-817-3727

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Pradeep Sukhani

LPL Financial

Two Carlson Pkwy N, Suite 165

Plymouth,MN 55447

763-257-9796

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Amanda Cooney

Evergreen Financial Group

3161 Fernbrook Lane

Plymouth,MN 55447

612-339-5352

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Jon Hemmesch

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove,MN 55311

763-265-3979

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Peter Fleming

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury,MN 55125

952-283-7453

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Jordan DeBoer

Calibration Financial

120 Central Ave N
Ste A

Milaca,MN 56353

320-362-6002

List of Additional Retirement Planners in Minneapolis, Minnesota*

* Additional advisor listing is provided in partnership with Yext

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Christopher Hellie - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6787

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Andrew Dressel - Abundo Wealth

2801 Hennepin Ave South
Suite 405

Minneapolis, MN 55408
952-900-5853

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Anthony Ryan - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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Smalley Muldowney Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6797

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Travis Richards - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Minneapolis, MN Branch Office - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5990

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Todd Doroff - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Financial Planning Partners

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
612-436-3733

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ISC Financial Advisors

7760 France Avenue South

Minneapolis, MN 55435
952-835-1560

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Strong Tower Wealth Management

333 South 7th Street
Suite 2100

Minneapolis, MN 55402
612-436-3750

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Karen E Hemphill - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5348

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Meg Martin - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6718

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The Northern Lights Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6746

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Focus Financial

1000 Shelard Parkway
Suite 300

Minneapolis, MN 55426
952-225-0322

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Stifel I John H. Tillotson

60 South 6th Street
Suite 300

Minneapolis, MN 55402
612-455-5521

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Income Planning Group

15600 36th Ave N
Suite 200

Minneapolis, MN 55446
763-559-9213

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John Hupp - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5346

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Mark Nichols - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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Hegarty Consulting Group

920 2nd Avenue South
Suite 1100

Minneapolis, MN 55402
612-746-2370

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Strategic Investment Partners

2183 Northdale Boulevard Northwest

Minneapolis, MN 55433
763-231-6010

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Randy G Doroff - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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May Financial Planning

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
612-347-7819

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Daniel Polson - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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The Johnston Frantz Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5988

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Mark Joern - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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The Kerl/Magner Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6753

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The Hoffman, Hoffman, and Hemphill Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6772

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Jacob Isaacson - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Peter Jackson, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5044

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David R Mohr - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4802

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Minneapolis Wealth Advisors - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
612-746-5300

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Fathom Advisors - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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NEPSIS, Inc.

8674 Eagle Creek Circle

Minneapolis, MN 55378
952-746-2003

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Timothy O'Donnell - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6733

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Raskin Loftus Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5913

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Marcus Waterbury - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6755

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Nichols Griep Wain Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-2519

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The Portico Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4810

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Karbon Koch Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6764

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The Martino Seestadt Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6702

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Jay Michael Griep, CRPC - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5932

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The Moore Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5358

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The Taney Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8865

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Bob O'Neil - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6726

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Breon Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5812

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Kevin S Ringdahl - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5347

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Carlson Larson Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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Michael Walstien - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5963

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Minneapolis, MN Private Wealth Management - UBS Financial Services Inc.

80 South 8th Street
29th & 30th Floors

Minneapolis, MN 55402
844-303-5990

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Morgan Stanley Financial Advisors

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6700

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Lois Carlson - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5147

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Anderson Edlund Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5993

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John Joseph Miller, Jr., CEPA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5821

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Robert Miller - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5810

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Alix Magner - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6753

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K & L Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-4111

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Thomas Rishovd - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6748

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Elizabeth Stokes - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
763-367-7980

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Denise Rohrick, CFP - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5898

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Edward Jones - Financial Advisor: Darin Mastroianni

3939 W 50th St
Ste 205

Minneapolis, MN 55424
952-915-9399

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Edward Jones - Financial Advisor: Joel Bierbach

4001 Stinson Blvd NE
Ste 130

Minneapolis, MN 55421
612-789-9977

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Edward Jones - Financial Advisor: Chris Norman

3939 W 50th St
Ste 205

Minneapolis, MN 55424
952-915-9399

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Edward Jones - Financial Advisor: Sara Valesano, CRPC"

1934 Hennepin Ave
Suite 206

Minneapolis, MN 55403
612-871-4204

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Abundo Wealth

2801 Hennepin Ave South
Suite 405

Minneapolis, MN 55408
612-502-5806

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blank - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5908

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Edward Jones - Financial Advisor: Patrick C Jensen

4808 Nicollet Ave

Minneapolis, MN 55419
612-345-7669

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Edward Jones - Financial Advisor: Howie Patchin

1934 Hennepin Ave
Suite 206

Minneapolis, MN 55403
612-871-4204

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Edward Jones - Financial Advisor: Daniel R Rauchman

4241 Nicollet Ave

Minneapolis, MN 55409
612-451-4431

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Kristin Larson, CFP®, CPWA® - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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Dan Monahan, CFP®, CPWA® - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5971

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Swiller Lederfine Wealth Management - UBS Financial Services Inc.

80 South 8th street
29th Floor

Minneapolis, MN 55402
612-371-5013

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David B. Sloane - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4822

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Alexander Segundo Rocha Cantillo

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Aaron Brian Casper

2801 4th Ave S

Minneapolis, MN 55408
800-458-4623

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Ben Alcorn

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Tom Kidd

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Nicholas Andersen

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Peter J Hoffman - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-340-6772

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Michael R Martino - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6702

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Luah Tougbay

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Matthew Tuccitto - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6711

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Nick Karbon - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6764

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Megan Diggles

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Jasmine Lynn

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Ted Taney - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8865

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Abass Mohamed

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Krishnan Paduthol Nambudiripad

2801 4th Ave S

Minneapolis, MN 55408
612-720-9337

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Julia Johnson

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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John L Brown Jr - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5345

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Kevin Grahek - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6777

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Kelsey Gryz

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Jonathan Tristan Palomino

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Amy Aadalen - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8824

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Greg Peterson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6769

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James F Blake - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6750

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Tyler Wolfe

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Andrew J Blake - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5343

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Paul Victor Olson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
651-472-8098

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Seethong Yang

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Michelle Irwin - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6793

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Dennis Warne

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Cecilia Marquina

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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D. Corey Moore - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8870

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Andrea Olson

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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The Bennett Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4819

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Sean Meyers

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Ryan Muldowney - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6724

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David Gooding

2701 Wells Fargo Way

Minneapolis, MN 55467
866-731-1357

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Sean Kane - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4866

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Grant Herbert

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Thomas Jerome Dubbs

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Ann Hustad - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8876

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Vince Glasgow - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6710

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Austin Alle

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Shane Ennenga

2801 4th Ave S

Minneapolis, MN 55408
800-525-3902

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Scott Hulsebus

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Aaliyah Young

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Jon P Hoffman - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6767

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Tony Nace - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6760

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Bryan Pineda

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Mary B Bennett - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6784

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Jennifer Holly Erickson

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Roy Smalley - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6743

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Valentine Awasom

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

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Maureen Forsman

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Peter Schmitt

2801 4th Ave S

Minneapolis, MN 55408
866-556-8786

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Matthew Blake Myhre

2801 4th Ave S

Minneapolis, MN 55408
877-337-9404

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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