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.
Virginia has 1 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 Virginia, Minnesota have an average of 18 years of experience.
Shaun Marline
Marline & Associates LLC Wealth Management
Qualifications
CRD# 4645930
Firm CRD# 6413
Minimum Assets Required
$50,000
Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services
Not Specified
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 401 North 6th Avenue, Suite 220 Virginia, MN, 55792 | $196,284,350 | 531 | 6 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 146452
Assets Under Management $196,284,350
No. Of Clients531
Clients Per Financial Advisor89
NORTHLAND CAPITAL MANAGEMENT is a financial advisory firm situated in Virginia, Minnesota. With a nearly $196M assets under management, the firm specializes in crafting personalized retirement planning solutions for 531 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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