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 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.
Saint Paul has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Saint Paul, Minnesota have an average of 16 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
Joe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Josh Decker
CFP®
EFS Advisors
Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66
Minimum Assets Required
$250,000
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.
Not Specified
Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA™, MSFS®, CDFA®, ChFC®
Thrivent Financial
Qualifications
CRD# 6365235
Firm CRD# 18387
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, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | PINE GROVE FINANCIAL GROUP 635 Bielenberg Dr. Suite 210, Woodbury, MN, 55125 | $699,796,326 | 3534 | 10 | A Percentage of AUM, Fixed Fees, Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS) |
2 | BALLAST ADVISORS, LLC 683 Bielenberg Drive, Suite 208 Woodbury, MN, 55125 | $473,462,064 | 2704 | 14 | A Percentage of AUM, Fixed Fees, Commission Based |
3 | LEGACY WEALTH 683 Bielenberg Drive, Suite 101 Woodbury, MN, 55125 | $355,701,368 | 982 | 10 | A Percentage of AUM, Fixed Fees |
4 | TRUE VISION FINANCIAL ADVISORS 7616 Currell Boulevard, Suite 220 Woodbury, MN, 55125 | $168,396,464 | 930 | 4 | A Percentage of AUM |
5 | RELEVE FINANCIAL GROUP 724 Bielenberg Drive, #2 Woodbury, MN, 55125 | $146,982,526 | 1087 | 8 | A Percentage of AUM, Fixed Fees |
6 | ENSPYRE WEALTH ADVISORS, INC. 724 Bielenberg Dr., Suite 144 Woodbury, MN, 55125 | $137,937,993 | 299 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 308193
Assets Under Management $699,796,326
No. Of Clients3534
Clients Per Financial Advisor353
PINE GROVE FINANCIAL GROUP is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3534 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285991
Assets Under Management $473,462,064
No. Of Clients2704
Clients Per Financial Advisor193
BALLAST ADVISORS, LLC is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $473M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2704 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306732
Assets Under Management $355,701,368
No. Of Clients982
Clients Per Financial Advisor98
LEGACY WEALTH is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $356M assets under management, the firm specializes in crafting personalized retirement planning solutions for 982 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322783
Assets Under Management $168,396,464
No. Of Clients930
Clients Per Financial Advisor233
TRUE VISION FINANCIAL ADVISORS is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285243
Assets Under Management $146,982,526
No. Of Clients1087
Clients Per Financial Advisor136
RELEVE FINANCIAL GROUP is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1087 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 300992
Assets Under Management $137,937,993
No. Of Clients299
Clients Per Financial Advisor150
ENSPYRE WEALTH ADVISORS, INC. is a financial advisory firm situated in Woodbury, Minnesota. With a nearly $138M assets under management, the firm specializes in crafting personalized retirement planning solutions for 299 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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