Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
Saint Paul has 8 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.
John Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$50,000
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
Fee-Based
Qualifications
Firm CRD# 152667
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
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
Fee-Based
Affiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
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
Fee-Based, Commissions, Flat Fee, Based on Assets
Chad Lea
Strategic Wealth Group
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Minimum Assets Required
$0
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
Fee-Based, Based on Assets
Fiat Wealth Management
CFP®, RICP®
Qualifications
Firm CRD# 318201
Series 65
Minimum Assets Required
$500,000
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 60 Livingston Avenue, Ep-Mn-N2wc Saint Paul, MN, 55107 | $15,874,717,608 | 60028 | 2307 | A percentage of AUM, Other (12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS) |
2 | 3222 Rice St., Saint Paul, MN, 55126 | $424,484,981 | 2204 | 12 | A percentage of AUM, Fixed fees |
3 | 550 Vandalia Street, Suite 311 Saint Paul, MN, 55114 | $292,382,348 | 909 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 964 Grand Avenue, Saint Paul, MN, 55105 | $116,218,893 | 199 | 4 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 17868
Assets Under Management $15,874,717,608
No. Of Clients60028
Clients Per Financial Advisor26
U.S. BANCORP INVESTMENTS, INC. is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $16B assets under management, the firm specializes in crafting personalized retirement planning solutions for 60028 clients. The team consists of 2307 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 324387
Assets Under Management $424,484,981
No. Of Clients2204
Clients Per Financial Advisor184
GREATER MIDWEST FINANCIAL GROUP, LLC is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $424M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2204 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288334
Assets Under Management $292,382,348
No. Of Clients909
Clients Per Financial Advisor182
QUARRY HILL ADVISORS is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $292M assets under management, the firm specializes in crafting personalized retirement planning solutions for 909 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310349
Assets Under Management $116,218,893
No. Of Clients199
Clients Per Financial Advisor50
WINTER & ASSOCIATES, INC. is a financial advisory firm situated in Saint Paul, Minnesota. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 199 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.