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Find Retirement Advisors for Retirement Planning in Red Wing, 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 Red Wing, Minnesota
Last Updated - April 12, 2024Red Wing has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Red Wing, Minnesota have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Red Wing, Minnesota
VERIFIEDSteven Farrell
PPC, CMFC®
Lpl
Qualifications
CRD# 2190514
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
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, Commissions, Based on Assets
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
VERIFIEDBrady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA™, MSFS®, CDFA®, ChFC®
Thrivent Financial
Qualifications
CRD# 6365235
Firm CRD# 18387
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 1 Retirement Planning firms in Red Wing, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | EXCEL FINANCIAL, LLC 321 Main Street, Red Wing, MN, 55066 | $258,306,296 | 1025 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Red Wing, Minnesota
QualificationsFirm CRD# 145301
Assets Under Management $258,306,296
No. Of Clients1025
Clients Per Financial Advisor171
EXCEL FINANCIAL, LLC is a financial advisory firm situated in Red Wing, Minnesota. With a nearly $258M 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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.