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Find Retirement Advisors for Retirement Planning in Saint Paul, 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 Saint Paul, Minnesota
Last Updated - September 6, 2024Saint Paul has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Saint Paul, Minnesota have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Saint Paul, Minnesota
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
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
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
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
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
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
VERIFIEDAndrew Michaelides
Pinnacle Financial Advisors
Qualifications
CRD# 6363831
Firm CRD# 140190
Series 7, 63, 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 4 Retirement Planning firms in Saint Paul, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | U.S. BANCORP INVESTMENTS, INC. 60 Livingston Avenue, Ep-Mn-Wn3c Saint Paul, MN, 55107 | $13,392,108,393 | 57394 | 1987 | A Percentage of AUM, Other (12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS) |
| 2 | GREATER MIDWEST FINANCIAL GROUP, LLC 3222 Rice St., Saint Paul, MN, 55126 | $272,744,576 | 1794 | 12 | A Percentage of AUM, Fixed Fees |
| 3 | QUARRY HILL ADVISORS 550 Vandalia Street, Suite 311 Saint Paul, MN, 55114 | $226,263,480 | 640 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | WINTER & ASSOCIATES, INC. 333 Grand Avenue, Suite 102 Saint Paul, MN, 55102 | $98,383,960 | 468 | 4 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Saint Paul, Minnesota
QualificationsFirm CRD# 17868
Assets Under Management $13,392,108,393
No. Of Clients57394
Clients Per Financial Advisor29
U.S. BANCORP INVESTMENTS, INC. is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57394 clients. The team consists of 1987 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (12B-1
- NETWORKING&SHAREHOLDER SERV
- PRODUCT PARTNER ARRANGEMENTS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 324387
Assets Under Management $272,744,576
No. Of Clients1794
Clients Per Financial Advisor150
GREATER MIDWEST FINANCIAL GROUP, LLC is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1794 clients. The team consists of 12 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
- Selection of Other Advisors
QualificationsFirm CRD# 288334
Assets Under Management $226,263,480
No. Of Clients640
Clients Per Financial Advisor160
QUARRY HILL ADVISORS is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $226M assets under management, the firm specializes in crafting personalized retirement planning solutions for 640 clients. The team consists of 4 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
- Pension Consulting Services
QualificationsFirm CRD# 310349
Assets Under Management $98,383,960
No. Of Clients468
Clients Per Financial Advisor117
WINTER & ASSOCIATES, INC. is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 468 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Educational Seminars/ Workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Albertville, Minnesota
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- Retirement Planners in Minneapolis, Minnesota
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- Retirement Planners in Saint Paul, Minnesota
Looking for more choices? Use our free match service to compare retirement planners serving your area.