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Find Retirement Advisors for Retirement Planning in Staples, 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.
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Top 5 Retirement Planning firms in Staples, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SECURIAN ASSET MANAGEMENT, INC. 400 Robert Street North, St Paul, MN, 55101-2098 | $43,356,548,771 | 354 | 87 | A Percentage of AUM, Fixed Fees, Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT) |
| 2 | FIDUCIARY COUNSELLING INC 2000 Wells Fargo Place, 30 East 7th Street St Paul, MN, 55101-4930 | $11,563,849,942 | 1667 | 84 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | TRANSAMERICA RETIREMENT ADVISORS, LLC 408 Saint Peter Street, Suite 210 St Paul, MN, 55102 | $10,354,682,076 | 147144 | 311 | A Percentage of AUM, Fixed Fees |
| 4 | CLEARWATER MANAGEMENT CO., INC. 30 East 7th Street, Suite 2000, St Paul, MN, 55101 | $3,188,836,603 | 12 | 1 | A Percentage of AUM, Other (FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.) |
| 5 | STANDARD VALUATIONS, INC. 790 Cleveland Ave South Ste 220, St Paul, MN, 55116 | $0 | 0 | 3 | Fixed Fees |
Information on Top Retirement Planning firms in Staples, Minnesota
QualificationsFirm CRD# 109905
Assets Under Management $43,356,548,771
No. Of Clients354
Clients Per Financial Advisor4
SECURIAN ASSET MANAGEMENT, INC. is a financial advisory firm situated in St Paul, Minnesota. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104753
Assets Under Management $11,563,849,942
No. Of Clients1667
Clients Per Financial Advisor20
FIDUCIARY COUNSELLING INC is a financial advisory firm situated in St Paul, Minnesota. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1667 clients. The team consists of 84 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 Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107319
Assets Under Management $10,354,682,076
No. Of Clients147144
Clients Per Financial Advisor473
TRANSAMERICA RETIREMENT ADVISORS, LLC is a financial advisory firm situated in St Paul, Minnesota. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147144 clients. The team consists of 311 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105307
Assets Under Management $3,188,836,603
No. Of Clients12
Clients Per Financial Advisor12
CLEARWATER MANAGEMENT CO., INC. is a financial advisory firm situated in St Paul, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 112413
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
STANDARD VALUATIONS, INC. is a financial advisory firm situated in St Paul, Minnesota. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Pension Consulting Services
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.