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Find Retirement Advisors 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.

Finding the Best Retirement Planners in Minneapolis, Minnesota

Last Updated - March 21, 2024

Minneapolis has 5 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 Minneapolis, Minnesota have an average of 16 years of experience.

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List of Qualified Retirement Planning Advisors in Minneapolis, Minnesota

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Joe 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

advisor-photo

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

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John 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

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Josh Decker
CFP®
EFS Advisors

Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Not Specified

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Jordan DeBoer
AWMA®, CFP®
Calibration Financial

Qualifications
CRD# 6554740
Firm CRD# 304118
Series 65

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Top 1 Retirement Planning firms in Minneapolis, Minnesota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
SECURED RETIREMENT ADVISORS, LLC
6121 Excelsior Blvd,
St Louis Park, MN, 55416
$146,238,41415358
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Minneapolis, Minnesota

QualificationsFirm CRD# 144239

Assets Under Management $146,238,414

No. Of Clients1535

Clients Per Financial Advisor192

SECURED RETIREMENT ADVISORS, LLC is a financial advisory firm situated in St Louis Park, Minnesota. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1535 clients. The team consists of 8 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
  • Selection of Other Advisors
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