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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

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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

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Mark R Bierdeman - Ameriprise Financial Services, LLC

4610 Amber Valley Pkwy S

Fargo, ND 58104
701-282-5515

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Starion Bank

601 Main Ave.

Oakes, ND 58474
701-742-2112

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Starion Bank

333 N 4th St.

Bismarck, ND 58502
701-223-6050

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Edward Jones - Financial Advisor: Garrett Kunz

125 Slate Dr
Suite 3

Bismarck, ND 58503
701-224-0153

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Steve K. Anderson - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7552

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Edward Jones - Financial Advisor: Douglas J Rolfson, AAMS®

104 Prospect St SE
Suite 120

Watford City, ND 58854
701-444-4160

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Starion Bank

1300 Skyline Blvd.
Suite 101

Bismarck, ND 58503
701-250-1540

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Starion Bank

101 1st St SE

Rolla, ND 58367
701-477-8890

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Jason Kirchmeier - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Paul C Brenk - Ameriprise Financial Services, LLC

4160 24th Ave S
Ste 100

Fargo, ND 58104
701-364-5640

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Dennis Draeger - Ameriprise Financial Services, LLC

2300 13th Ave S
Ste B

Fargo, ND 58103
701-232-8886

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Hustad Wealth Management

3170 44th St S
Suite 120

Fargo, ND 58104
701-551-3080

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Mills Investment Planning Inc.

4501 Coleman Street
Suite 208

Bismarck, ND 58503
701-530-0179

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New York Life North Dakota General Office

2000 44th Street South
Suite 501

Fargo, ND 58103
701-237-4311

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Leon C Vetter - Ameriprise Financial Services, LLC

30 1st Ave E
Ste 1

Dickinson, ND 58601
701-483-5735

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Chase Lako - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7561

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Thoreson Steffes Trust Company

210 Broadway N.
Suite 400

Fargo, ND 58102
701-478-3344

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Scott M Kadlec - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7553

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Edward Jones - Financial Advisor: Jacob Manuel

1007 24th Street West
Suite 101

Williston, ND 58801
701-572-8707

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Nehring Wealth Management

2915 10th Street Southwest
Suite D1

Minot, ND 58701
701-852-8338

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Ben Ankrum - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

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Patrick McGrath - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2412

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Angie McCarthy - Ameriprise Financial Services, LLC

4160 24th Ave S
Ste 100

Fargo, ND 58104
701-364-5640

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Paul D Hensrud - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

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John Fischer - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3327

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Mark Westgard - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Jessalyn Thompson - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Morgan Stanley Financial Advisors

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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The DeTienne Mercil Group - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7680

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RPM Advisors, LLC

1133 D Harwood Drive South

Fargo, ND 58104
701-205-1594

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Sarah S Rooney - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Principal

4334 18th Avenue S.
Suite 103

Fargo, ND 58103
701-277-9458

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Debbie R Albert - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

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Kyle Pederson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2405

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TruWealth Financial

125 Main Street
Suite 250

Williston, ND 58801
701-774-0000

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Landowner Exchange

125 Main Street
Suite 250

Williston, ND 58801
833-526-3696

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First Command Financial Advisor - DeDe Phyu

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

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Mark Presteng - Ameriprise Financial Services, LLC

1245 Lawler Ave

Grafton, ND 58237
701-352-1217

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Mathew James Rustad - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3346

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Ray Perhus

406 Main Ave

Fargo, ND 58126
218-287-3515

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Ed Ankrum - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

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Kristopher Mrachek - Ameriprise Financial Services, LLC

1500 14th St W
Ste 210

Williston, ND 58801
701-577-4697

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Legacy Financial Partners - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Roger Hodnefield - Ameriprise Financial Services, LLC

3425 S Washington St
Ste A

Grand Forks, ND 58201
701-746-5429

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The Red River Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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Alan Van Delinder - Ameriprise Financial Services, LLC

1111 31st Ave SW
Ste A

Minot, ND 58701
701-837-9226

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Teri L Verduyn - Ameriprise Financial Services, LLC

3523 45th St S
Ste 100

Fargo, ND 58104
701-433-0556

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Jody Olney - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Steven Pinnow - Ameriprise Financial Services, LLC

1111 31st Ave SW
Ste A

Minot, ND 58701
701-837-9226

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Ed Ankrum & Associates - Ameriprise Financial Services, LLC

3350 13th Ave S
Ste G

Fargo, ND 58103
701-476-1215

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Loren Melvie - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Amber Meyer - Ameriprise Financial Services, LLC

1245 Lawler Ave

Grafton, ND 58237
701-352-1217

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Mark Cullen - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3331

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First Command Financial Advisor - Olga Bell

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

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David Schlafman - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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Joel Bird - Ameriprise Financial Services, LLC

505 E Main Ave
Ste 100

Bismarck, ND 58501
701-258-9735

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David E. Nash - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7562

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Nick A. Peterson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2416

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Morgan Stanley Financial Advisors

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

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The Wurzer Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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West Dakota Group - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

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Ron Schmidt Investment Group

683 State Avenue
Suite H

Dickinson, ND 58601
701-483-1100

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Michael Linster - Ameriprise Financial Services, LLC

2300 13th Ave S
Ste B

Fargo, ND 58103
701-232-8886

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John Swallers, Washington National Agent

2629 20th St NW

Minot, ND 58703
701-240-5943

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Steven Wurzer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2420

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Peter C Hovey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2410

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Chad H. DeTienne - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7683

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Molly Rohrer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2431

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Kevin J DeKrey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2413

* 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

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

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