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North Dakota North Dakota

Find Retirement Planners for Retirement Planning in North Dakota

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in North Dakota, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in North Dakota

Rod Schauer

Complete Investment Advisory LLC

3211 Fiechtner Dr
Suite 6

Fargo, ND 58103

701-277-9392

List of Additional Retirement Planners in North Dakota*

* Additional advisor listing is provided in partnership with Yext

Mark R Bierdeman - Ameriprise Financial Services, LLC

4610 Amber Valley Pkwy S

Fargo, ND 58104
701-282-5515

Teri L Verduyn - Ameriprise Financial Services, LLC

3523 45th St S
Ste 100

Fargo, ND 58104
701-433-0556

Starion Bank

601 Main Ave.

Oakes, ND 58474
701-742-2112

Starion Bank

333 N 4th St.

Bismarck, ND 58502
701-223-6050

Edward Jones - Financial Advisor: Cindy Magnuson

3280 Veterans Blvd S
Suite 240

Fargo, ND 58104
701-232-2091

Edward Jones - Financial Advisor: Pat Nygaard

312 2nd Ave SW

Jamestown, ND 58401
701-252-1151

Starion Bank

1300 Skyline Blvd.
Suite 101

Bismarck, ND 58503
701-250-1540

Starion Bank

101 1st St SE

Rolla, ND 58367
701-477-8890

Kyle Pederson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2405

Hustad Wealth Management

3170 44th St S
Suite 120

Fargo, ND 58104
701-551-3080

Mills Investment Planning Inc.

4501 Coleman Street
Suite 208

Bismarck, ND 58503
701-530-0179

New York Life North Dakota General Office

2000 44th Street South
Suite 501

Fargo, ND 58103
701-237-4311

Mark Cullen - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3331

Edward Jones - Financial Advisor: Garrett Kunz

1400 43rd Ave NE
Ste 210

Bismarck, ND 58503
701-516-8530

Leon C Vetter - Ameriprise Financial Services, LLC

30 1st Ave E
Ste 1

Dickinson, ND 58601
701-483-5735

Ed Ankrum - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

Mark Presteng - Ameriprise Financial Services, LLC

1245 Lawler Ave

Grafton, ND 58237
701-352-1217

Thoreson Steffes Trust Company

210 Broadway N.
Suite 400

Fargo, ND 58102
701-478-3344

Paul D Hensrud - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

Nehring Wealth Management

2915 10th Street Southwest
Suite D1

Minot, ND 58701
701-852-8338

Amber Meyer - Ameriprise Financial Services, LLC

1245 Lawler Ave

Grafton, ND 58237
701-352-1217

Jason Kirchmeier - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Legacy Financial Partners - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Alan Van Delinder - Ameriprise Financial Services, LLC

1111 31st Ave SW
Ste A

Minot, ND 58701
701-837-9226

Joel Bird - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Ben Ankrum - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

Kristopher Mrachek - Ameriprise Financial Services, LLC

1500 14th St W
Ste 210

Williston, ND 58801
701-577-4697

Morgan Stanley Financial Advisors

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

RPM Advisors, LLC

1133 D Harwood Drive South

Fargo, ND 58104
701-205-1594

Mark Westgard - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

David E. Nash - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7562

TruWealth Financial

125 Main Street
Suite 250

Williston, ND 58801
701-774-0000

Landowner Exchange

125 Main Street
Suite 250

Williston, ND 58801
833-526-3696

Roger Hodnefield - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

Steven Pinnow - Ameriprise Financial Services, LLC

1111 31st Ave SW
Ste A

Minot, ND 58701
701-837-9226

Jody Olney - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Edward Jones - Financial Advisor: Cody Kilgore

1400 43rd Ave NE
Ste 210

Bismarck, ND 58503
701-516-8530

Ray Perhus

406 Main Ave

Fargo, ND 58126
218-287-3515

Paul C Brenk - Ameriprise Financial Services, LLC

4160 24th Ave S
Ste 100

Fargo, ND 58104
701-364-5640

Michael Linster - Ameriprise Financial Services, LLC

2300 13th Ave S
Ste B

Fargo, ND 58103
701-232-8886

Sarah S Rooney - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Loren Melvie - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Fargo, ND Branch Office - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-237-5220

The Wurzer Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

First Command Financial Advisor - Olga Bell

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

Edward Jones - Financial Advisor: Matt Odenbach, AAMS"

3251 32nd Avenue South
Suite A

Grand Forks, ND 58201
701-775-1184

Ed Ankrum & Associates - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

CJ Hager - Ameriprise Financial Services, LLC

118 1st St E

Jamestown, ND 58401
701-252-1271

Nick A. Peterson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2416

Patrick McGrath - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2412

Morgan Stanley Financial Advisors

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

Scott M. Kadlec - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7553

Steve K. Anderson - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7552

Edward Jones - Financial Advisor: Joshua J Wiens

424 S 3rd Street
Suite 5

Bismarck, ND 58504
701-751-0364

Chase Lako - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7561

Ron Schmidt Investment Group

683 State Avenue
Suite H

Dickinson, ND 58601
701-483-1100

Mathew James Rustad - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3346

Debbie R Albert - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

Nelson-Rustad-Cullen NRC Wealth Management Fargo, North Dakota - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3346

Chad H. DeTienne - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7680

David Schlafman - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

Jessalyn Thompson - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

John Fischer - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3327

West Dakota Group - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

The Red River Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

The DeTienne Mercil Group - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7680

Dennis Draeger - Ameriprise Financial Services, LLC

2300 13th Ave S
Ste B

Fargo, ND 58103
701-232-8886

Craig Zavalney - Ameriprise Financial Services, LLC

24 Main St N
Ste H

Minot, ND 58703
701-837-5678

First Command Financial Advisor - DeDe Phyu

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

Angie McCarthy - Ameriprise Financial Services, LLC

4160 24th Ave S
Ste 100

Fargo, ND 58104
701-364-5640

Edward Jones - Financial Advisor: Marlin W Peterson, AAMS"

3255 Greensboro Dr
Ste 102

Bismarck, ND 58503
701-255-2928

Edward Jones - Financial Advisor: Sarah R Nikle, CFP®

415 32nd Ave E
Suite A

West Fargo, ND 58078
701-277-3194

Edward Jones - Financial Advisor: Jaxon Fitterer

1100 32nd Ave SE
Suite 100

Mandan, ND 58554
701-663-1121

Edward Jones - Financial Advisor: Michael Walecke

4207 Boulder Ridge Rd
Ste 150

Bismarck, ND 58503
701-258-2459

Edward Jones - Financial Advisor: Brad Blazek, AAMS"|CRPC"

1100 32nd Ave SE
Suite 100

Mandan, ND 58554
701-663-1121

Edward Jones - Financial Advisor: Jacob A Thielges

1461 Broadway North

Fargo, ND 58102
701-232-9302

Edward Jones - Financial Advisor: Jerry Chapweske, AAMS"|CRPC"

1401 32nd Street South

Fargo, ND 58103
701-232-4325

Edward Jones - Financial Advisor: Mitch Smyth

801 1st Ave S

Jamestown, ND 58401
701-252-4269

Edward Jones - Financial Advisor: Tony Zimmerman

2943 N 11th St

Bismarck, ND 58503
701-805-0404

Edward Jones - Financial Advisor: Aaron D Larson

207 Roberts St North

Fargo, ND 58102
701-997-0399

Edward Jones - Financial Advisor: Marlene Bradbury

1166 3rd Ave West

Dickinson, ND 58601
701-225-1077

Edward Jones - Financial Advisor: Jodi L Hendrickson, AAMS"

114 North 11th St
Suite 1

Wahpeton, ND 58075
701-642-5762

Edward Jones - Financial Advisor: Tom Miller, AAMS"|CRPC"

1407 S Broadway
Suite D

Minot, ND 58701
701-839-6339

Edward Jones - Financial Advisor: Jacob Manuel

1007 24th Street West
Suite 101

Williston, ND 58801
701-572-8707

Edward Jones - Financial Advisor: Lance T Freier

5120 Prosperity Way South
Suite 110

Fargo, ND 58104
701-364-5476

Edward Jones - Financial Advisor: Dan Geffre

1300 Gateway Drive Southwest

Fargo, ND 58103
701-237-9567

Edward Jones - Financial Advisor: Chris Wright

400 S Broadway
Ste C

Minot, ND 58701
701-838-9484

Edward Jones - Financial Advisor: Jackson R Lemnus

415 32nd Ave E
Suite A

West Fargo, ND 58078
701-277-3194

Edward Jones - Financial Advisor: Matthew R Clapp

1 West 5th Street

Grafton, ND 58237
701-352-1220

Edward Jones - Financial Advisor: Sheyenne A Haugeberg

244 14th St W
Suite D

Dickinson, ND 58601
701-225-7148

Edward Jones - Financial Advisor: Brian Fedje, CRPC"

424 Demers Avenue

Grand Forks, ND 58201
701-746-1260

Edward Jones - Financial Advisor: Kyle O Engelhardt

301 East Front Avenue
Suite 104

Bismarck, ND 58504
701-222-4802

Edward Jones - Financial Advisor: Darin S Scherr

920 37th Ave SW

Minot, ND 58701
701-837-0086

Edward Jones - Financial Advisor: Troy M Nelson

1701 Burnt Boat Drive

Bismarck, ND 58503
701-255-1196

Edward Jones - Financial Advisor: Trevor L Keney

424 S 3rd Street
Suite 5

Bismarck, ND 58504
701-751-0364

Edward Jones - Financial Advisor: Brian R Emerson

2860 10th Ave North
Ste 300

Grand Forks, ND 58203
701-772-1078

Edward Jones - Financial Advisor: Dean C Rubbelke

201 South Main Street

Minot, ND 58701
701-839-7932

Edward Jones - Financial Advisor: John R Nyquist

715 Dakota Ave
Suite 3

Wahpeton, ND 58075
701-642-8169

Edward Jones - Financial Advisor: Cameron J Stone

1600 2nd Ave SW
Suite 28

Minot, ND 58701
701-839-6113

Edward Jones - Financial Advisor: Chad A Richter

4207 Boulder Ridge Rd
Ste 150

Bismarck, ND 58503
701-258-2459

Edward Jones - Financial Advisor: Lance Ihry

1535 42nd Street SW
Suite 200

Fargo, ND 58103
701-282-7363

Edward Jones - Financial Advisor: Alexis K Larson

300 W Century Avenue
Suite A

Bismarck, ND 58503
701-751-2732

Edward Jones - Financial Advisor: Christopher R Desilets

28 2nd Ave E

Dickinson, ND 58601
701-225-6611

Edward Jones - Financial Advisor: Dan Klein

104 E Main St

Valley City, ND 58072
701-845-0030

Edward Jones - Financial Advisor: Mark Anderson

4719 Shelburne Street
Suite 3

Bismarck, ND 58503
701-224-1082

Edward Jones - Financial Advisor: Matt Glasner

514 Main Street

Bottineau, ND 58318
701-228-5251

Edward Jones - Financial Advisor: Deanne Gierke, CFP®|ChFC®|CRPC"

113 West Main

Beulah, ND 58523
701-873-5490

Edward Jones - Financial Advisor: Bret A Bentow

4350 S Washington St
Ste 102

Grand Forks, ND 58201
701-746-9344

Edward Jones - Financial Advisor: Ashley I Gerner

7925 180th Ave SE
Suite B

Wahpeton, ND 58075
701-671-8028

Edward Jones - Financial Advisor: Earl P Jarolimek

505 32nd Ave E
Suite A

West Fargo, ND 58078
701-282-8624

Edward Jones - Financial Advisor: Steven M Cole

1166 3rd Ave West

Dickinson, ND 58601
701-225-1077

Edward Jones - Financial Advisor: Jay J Bleth

623 State Ave
Suite C

Dickinson, ND 58601
701-225-0015

Edward Jones - Financial Advisor: Gary J Hansen, AAMS"|CRPC"

619 Riverwood Drive
Suite 201

Bismarck, ND 58504
701-323-7953

Edward Jones - Financial Advisor: Ginger Quam, AAMS"

1600 2nd Ave SW
Suite 28

Minot, ND 58701
701-839-6113

Edward Jones - Financial Advisor: Kayla D Goetz

2050 36th Ave SW
#201

Minot, ND 58701
701-852-5749

Edward Jones - Financial Advisor: Bryan E Brenden

2850 24th Avenue South
Suite 202

Grand Forks, ND 58201
701-772-6525

Edward Jones - Financial Advisor: Aaron S Walski, CRPC"

3475 45th St S
Suite 104

Fargo, ND 58104
701-205-4175

Edward Jones - Financial Advisor: Daniel Suckert

4040 42nd Street South
Suite I

Fargo, ND 58104
701-281-5264

Edward Jones - Financial Advisor: Ross P Johnson, CRPC"

117 North Washington Street

Grand Forks, ND 58203
701-775-7824

Edward Jones - Financial Advisor: Kevin L Eggermont, AAMS"

149 North Central Avenue

Valley City, ND 58072
701-845-3600

Edward Jones - Financial Advisor: Jordan Nygaard, CFP®

1400 43rd Ave NE
Suite 200

Bismarck, ND 58503
701-222-4343

Edward Jones - Financial Advisor: Nick Nelson

3120 15th St S
Suite C

Fargo, ND 58103
701-212-4195

Edward Jones - Financial Advisor: Jason M Barta

2830 S Columbia Rd
Ste B

Grand Forks, ND 58201
701-772-1153

Edward Jones - Financial Advisor: Ryan L Smith

321 Dakota Avenue
Suite 3

Wahpeton, ND 58074
701-642-1309

Edward Jones - Financial Advisor: Alyssa J Schauer

4700 S Washington St
Suite A

Grand Forks, ND 58201
701-772-9243

Edward Jones - Financial Advisor: Troy J Lindberg

2650 32nd Ave S
Suite I

Grand Forks, ND 58201
701-746-0800

Edward Jones - Financial Advisor: Eric L Tuchscher, CFP®|AAMS"

2403 Hwy 281 S
Suite B

Jamestown, ND 58401
701-252-1049

Edward Jones - Financial Advisor: Cassie J Gylland

4342 15th Ave S
Ste 104

Fargo, ND 58103
701-235-9245

Edward Jones - Financial Advisor: Jason D Naas, CFP®

1050 E Interstate Ave
Suite 121

Bismarck, ND 58503
701-258-7005

Edward Jones - Financial Advisor: Blake E Wilson

401 W Villard St
Suite 105

Dickinson, ND 58601
701-483-6607

Edward Jones - Financial Advisor: Stacey S Woolsey, AAMS"

15 S 4th St
Suite B

Grand Forks, ND 58201
701-746-1259

Edward Jones - Financial Advisor: Erin Paulson, AAMS"|CRPC"

2619 8th Ave SW
Suite 113

Jamestown, ND 58401
701-252-1023

Edward Jones - Financial Advisor: Andrew DelaBarre

412 Main Ave

Oakes, ND 58474
701-742-3552

Edward Jones - Financial Advisor: Rob Shannon

1418 2nd Ave West
Suite 101

Williston, ND 58801
701-774-8276

Edward Jones - Financial Advisor: Scooter Pinks

521 E Main Ave
Suite 225

Bismarck, ND 58501
701-258-4382

Edward Jones - Financial Advisor: Brenda J Cook, AAMS"

1015 South Bdwy
Ste 25

Minot, ND 58701
701-838-0032

Edward Jones - Financial Advisor: Quincy Backen

114 1st Ave S
Suite 100

Jamestown, ND 58401
701-952-8898

Edward Jones - Financial Advisor: Vanessa K Martell

4530 Memorial Hwy
Suite 205

Mandan, ND 58554
701-663-9200

Edward Jones - Financial Advisor: Taylor Monson

4700 S Washington St
Suite A

Grand Forks, ND 58201
701-772-9243

Edward Jones - Financial Advisor: Bert J Cameron, AAMS"

1365 Prairie Pkwy
Ste 205

West Fargo, ND 58078
701-277-8188

Edward Jones - Financial Advisor: Mark J Kohlman

726 20th Avenue SW

Minot, ND 58701
701-852-5001

Edward Jones - Financial Advisor: Ronald L Keney

400 East Broadway
Suite 105

Bismarck, ND 58501
701-323-9078

Edward Jones - Financial Advisor: David A McGatlin

5120 Prosperity Way South
Suite 110

Fargo, ND 58104
701-364-5476

Edward Jones - Financial Advisor: Jason L Brostrom, AAMS"

125 Slate Dr
Suite 3

Bismarck, ND 58503
701-224-0153

Edward Jones - Financial Advisor: Thomas W Reule, AAMS"

314 4th Ave NE

Devils Lake, ND 58301
701-662-7555

Principal

4334 18th Avenue S.
Suite 103

Fargo, ND 58103
701-277-9458

Edward Jones - Financial Advisor: Klayton F Oltmanns

244 14th St W
Suite D

Dickinson, ND 58601
701-225-7148

Edward Jones - Financial Advisor: Tim Oehlke

2201 University Dr N

Fargo, ND 58102
701-235-4180

Edward Jones - Financial Advisor: Nathan J Dvorak

4521 Ottawa St
Ste #6

Bismarck, ND 58503
701-323-0403

Edward Jones - Financial Advisor: Jessie L Seideman

1829 S Broadway
Suite 3

Minot, ND 58701
701-837-0432

Edward Jones - Financial Advisor: Tammie L Richardson, AAMS"

123 2nd Street West

Williston, ND 58801
701-572-8713

Edward Jones - Financial Advisor: Kristin Hanson

2830 S Columbia Rd
Ste B

Grand Forks, ND 58201
701-772-1153

Edward Jones - Financial Advisor: Doug Rolfson, AAMS"

104 Prospect St SE
Suite 120

Watford City, ND 58854
701-444-4160

Edward Jones - Financial Advisor: Jana Thielges, AAMS"

1461 Broadway North

Fargo, ND 58102
701-232-9302

Edward Jones - Financial Advisor: Justin M Johnson

4700 S Washington St
Suite A

Grand Forks, ND 58201
701-772-9243

Edward Jones - Financial Advisor: Rick Kuhn, AAMS"

100 West Main Street

Mandan, ND 58554
701-663-6385

Edward Jones - Financial Advisor: Cori Dvorak, AAMS"

732 Hill Ave

Grafton, ND 58237
701-352-0346

Edward Jones - Financial Advisor: Ken Johnson

117 North Washington Street

Grand Forks, ND 58203
701-775-7824

Edward Jones - Financial Advisor: Jake R Drobnick, AAMS"

117 East Broadway

Williston, ND 58801
701-572-8765

Edward Jones - Financial Advisor: Candace Blazek

100 West Main Street

Mandan, ND 58554
701-663-6385

Edward Jones - Financial Advisor: Bryce Irsfeld

1331 32nd Ave S

Fargo, ND 58103
701-212-4195

Edward Jones - Financial Advisor: Matthew De Vries, CFP®|AAMS"

205 Sheyenne St
Suite 1

West Fargo, ND 58078
701-282-9388

Edward Jones - Financial Advisor: Jennifer L Scholle

1310 E Main
Suite B

Mandan, ND 58554
701-663-1121

Edward Jones - Financial Advisor: Troy D Ivesdal, AAMS"

1331 32nd Ave S
#3

Fargo, ND 58103
701-476-1694

Edward Jones - Financial Advisor: Nancy L Hermanson

325 2nd St NW

Valley City, ND 58072
701-845-9379

Edward Jones - Financial Advisor: Perry J Andrisen, AAMS"

1000 Tacoma Ave
Suite 700

Bismarck, ND 58504
701-258-6450

Edward Jones - Financial Advisor: Donna M Hansen, AAMS"

1007 24th Street West
Suite 101

Williston, ND 58801
701-572-8707

Edward Jones - Financial Advisor: Kyler R Peterson

205 Sheyenne St
Suite 1

West Fargo, ND 58078
701-282-9388

Edward Jones - Financial Advisor: Nicholas Schmidt

201 South Main Street

Minot, ND 58701
701-839-7932

Edward Jones - Financial Advisor: Bob Lemnus

104 E Main St

Valley City, ND 58072
701-845-0030

Edward Jones - Financial Advisor: Maye I Jones, AAMS"|CRPC"

1500 21st Ave NW
Suite 104

Minot, ND 58703
701-838-0142

Edward Jones - Financial Advisor: Greg Tschetter, AAMS"

1000 31st Avenue SW
Suite B

Minot, ND 58701
701-838-5879

Todd Reamann - Principal

200 E Main Ave
Suite 204

Bismarck, ND 58501
701-751-2389

Kevin J DeKrey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2413

Toni Lee, Washington National Agent

11 Carlin Dr

Lincoln, ND 58504
920-944-4141

Victor Vazquez, Washington National Agent

3220 Withers Dr

Mandan, ND 58554
701-425-4213

James Moody III, Washington National Agent

3704 42nd St S
Apt 101

Fargo, ND 58104
218-407-3119

John Swallers, Washington National Agent

2629 20th St NW

Minot, ND 58703
701-240-5943

Jaymes Six, Washington National Agent

1710 5th Ave NE

Jamestown, ND 58401
701-658-9029

James Roshau, Washington National Agent

3602 Amity Cir

Mandan, ND 58554
701-955-4380

Peter C Hovey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2410

Robert Whitman II, Washington National Agent

305 23rd Ave N

Fargo, ND 58102
715-928-1127

Laurel Brakefield, Washington National Agent

5364 49th Ave S

Fargo, ND 58104
218-234-6964

William Fischer, Washington National Agent

701-200-9756

Ryan Rozell, Washington National Agent

701-213-5826

Elijah White, Washington National Agent

4205 Montreal St
Apt 306

Bismarck, ND 58503
413-426-4200

Braden Fee, Washington National Agent

1928 14th Ave SW

Devils Lake, ND 58301
701-351-9344

Molly Rohrer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2431

Tysen Hansen, Washington National Agent

2422 Demores Dr S

Fargo, ND 58103
701-308-2324

Kyler Larson, Washington National Agent

709 4th Ave NW

Mandan, ND 58554
701-220-1669

Steven Wurzer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2420

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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