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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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Brad Johnston

Creative Planning

121 South 8th Street Suite 1111

Minneapolis,MN 55402
(612) 3375030

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Mike Giefer

Creative Planning

121 South 8th Street Suite 1111

Minneapolis,MN 55402
(612) 3375030

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Sandra Harder

Creative Planning

121 South 8th Street Suite 1111

Minneapolis,MN 55402
(612) 3375030

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Ty Johnston

Creative Planning

121 South 8th Street Suite 1111

Minneapolis,MN 55402
(612) 3375030

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Joe Schwarz

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

50 South Sixth Street
#1405

Minneapolis,MN 55402
(612) 3554365

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David Hogen

M&E Catalyst Group

100 S 5th Street Suite 2450

Minneapolis,MN 55402
(763) 3670135

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Tyler Schelhaas

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis,MN 55414
(612) 3787560

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John Severy-Hoven, CFP®, MBA

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul,MN 55104
(651) 4420465

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Ryan Shannon

R.M Shannon Wealth Management LLC

1595 Selby Avenue
Suite 211

Saint Paul,MN 55104
(651) 3214620

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth,MN 55441
(888) 2369777

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Alexis Trauger

Creative Planning

3800 American Blvd. West #810

Bloomington,MN 55431
(612) 3221811

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Derrick Avelar

Creative Planning

3800 American Blvd. West #810

Bloomington,MN 55431
(612) 5187511

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Jeremy Myrum

Creative Planning

3800 American Blvd. West #810

Bloomington,MN 55431
(612) 5903037

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Travis Bezella

Creative Planning

3800 American Blvd. West #810

Bloomington,MN 55431
(612) 2407248

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Andre Henderson

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove,MN 55311
(952) 2837452

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Alex Reader

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury,MN 55125
(651) 7149505

List of Additional Retirement Planners in Minneapolis, Minnesota*

* Additional advisor listing is provided in partnership with Yext

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Patrick Smith - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
9529211972

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Gregg Huberty - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
9529211913

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Todd Doroff - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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Randy G Doroff - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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The Hoffman, Hoffman, and Hemphill Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406772

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Mark Joern - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
6127465300

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Christopher Hellie - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406787

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Daniel Polson - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
6127465300

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The Moore Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175358

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Thomas Rishovd - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406748

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Amy Aadalen - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123718824

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Fathom Advisors - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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Adam R Maki - Ameriprise Financial Services, LLC

1204 Harmon Pl

Minneapolis, MN 55403
6129406945

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DTLR

509 W Broadway Ave

Minneapolis, MN 55411
6125294706

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Ted Taney - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123718865

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Michael Walstien - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035963

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The Johnston Frantz Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035988

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The Martino Seestadt Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406702

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Ryan Muldowney - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406724

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Michael Block, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035842

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Nichols Griep Wain Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035869

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Mark Rethlake - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035851

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

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035821

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Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406700

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Kevin Grahek - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406777

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Mary B Bennett - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406784

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David B. Sloane - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123494822

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Financial Planning Partners

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
6124363733

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Peter J Hoffman - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406772

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Jon P Hoffman - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406767

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Timothy O'Donnell - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406733

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ISC Financial Advisors

7760 France Avenue South

Minneapolis, MN 55435
9528351560

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Paul Victor Olson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406763

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Vince Glasgow - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406710

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Nick Karbon - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406764

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Sean Kane - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123494866

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Marcus Waterbury - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406755

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Tony Nace - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406760

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Ann Hustad - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123718876

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Peter Jackson, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123715044

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Kristin Larson, CFP - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123715140

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Jacob Isaacson - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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Evergreen Financial Group

708 N. 1st Street
Suite 342

Minneapolis, MN 55401
6123395352

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Robert Miller - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035810

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Minneapolis, MN Branch Office - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035990

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Meg Martin - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406718

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Anderson Edlund Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035993

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Lois Carlson - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123715147

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Daniel Monahan, CFP, CRPC - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035971

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Income Planning Group

15600 36th Ave N
Suite 200

Minneapolis, MN 55446
7635599213

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Travis Richards - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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Cassandra Torgerson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406720

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Matthew Brewers - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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Hegarty Consulting Group

920 2nd Avenue South
Suite 1100

Minneapolis, MN 55402
6127462370

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Strategic Investment Partners

2183 Northdale Boulevard Northwest

Minneapolis, MN 55433
7632316010

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Johnathan Evans - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406725

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Denise Rohrick, CFP - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035898

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Smalley Muldowney Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406797

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Alix Magner - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406753

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David Gannon - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035931

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Jay Michael Griep, CRPC - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035932

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Raskin Loftus Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035913

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Greg Peterson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406769

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Andrew J Blake - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175343

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Michelle Irwin - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406793

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John Brown - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175345

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Michael R Martino - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406702

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Matthew Tuccitto - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406711

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K & L Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123714111

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Daniel Griep - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035908

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Kelsi Rahm - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406739

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Minneapolis Wealth Advisors - Ameriprise Financial Services, LLC

555 Nicollet Mall
Ste 200

Minneapolis, MN 55402
6127465300

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Mark Nichols - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035869

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The Portico Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123494810

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Shafer Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
6123035842

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The Taney Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123718865

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Karbon Koch Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406764

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The Bennett Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123494819

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David R Mohr - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123494802

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Greg P Olson - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406766

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The Northern Lights Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406746

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Elizabeth Stokes - Ameriprise Financial Services, LLC

5775 Wayzata Blvd
Ste 880

Minneapolis, MN 55416
7633677980

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The Olson Team - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406766

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Lauren Boulware - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175356

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James F Blake - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406750

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John Hupp - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175346

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Kevin S Ringdahl - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175347

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Bryant Waller - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406706

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May Financial Planning

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
6123477819

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Roy Smalley - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406743

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Strong Tower Wealth Management

333 South 7th Street
Suite 2100

Minneapolis, MN 55402
6124363750

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Jake Hurwitz - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406776

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Focus Financial

1000 Shelard Parkway
Suite 300

Minneapolis, MN 55426
9522250322

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Donald Corey Moore - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123718870

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Stifel I John H. Tillotson

60 South 6th Street
Suite 300

Minneapolis, MN 55402
6124555521

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Bob O'Neil - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6123406726

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Karen E Hemphill - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
6122175348

* 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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