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Find Retirement Advisors for Retirement Planning in Rolla, North Dakota

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.

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Top 9 Retirement Planning firms in Rolla, North Dakota (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
EIDE BAILLY ADVISORS, LLC
4321 20th Ave S,
Fargo, ND, 58103
$1,325,396,107253729
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICITOR/REFERRAL FEES)
2
VIKING FUND MANAGEMENT LLC
1 Main St North,
Minot, ND, 58703
$851,352,802115
A Percentage of AUM
3
RPM ADVISORS, LLC
1133-D Harwood Drive S.,
Fargo, ND, 58104
$193,704,748191
A Percentage of AUM, Fixed Fees
4
JOHNSON WEALTH MANAGEMENT, LLC
322 Demers Avenue, Suite 402
Grand Forks, ND, 58201
$169,427,0013991
A Percentage of AUM, Hourly charges, Fixed Fees
5
CLASSIC ASSET MANAGEMENT, LLC
1220 28th Avenue North,
Fargo, ND, 58102
$158,396,000189112
A Percentage of AUM, Hourly charges, Fixed Fees
6
PRAIRIEWOOD WEALTH MANAGEMENT
3981 4th St. E,
West Fargo, ND, 58078
$151,376,5765572
A Percentage of AUM, Hourly charges
7
WEALTH FORWARD, LLC
2632 47th St S., Suite 107
Fargo, ND, 58104
$140,230,1379183
A Percentage of AUM, Hourly charges, Fixed Fees
8
LIGHT FINANCIAL SERVICES, INC.
3575 45th St S, Suite 112
Fargo, ND, 58104
$103,837,31215462
A Percentage of AUM, Fixed Fees
9
FJELL CAPITAL
27 10th Street North,
Fargo, ND, 58102
$005
A Percentage of AUM, Subscription Fees, Other (SETUP / ONBOARDING FEES)

Information on Top Retirement Planning firms in Rolla, North Dakota

QualificationsFirm CRD# 113564

Assets Under Management $1,325,396,107

No. Of Clients2537

Clients Per Financial Advisor87

EIDE BAILLY ADVISORS, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2537 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other (SOLICITOR/REFERRAL FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107927

Assets Under Management $851,352,802

No. Of Clients11

Clients Per Financial Advisor2

VIKING FUND MANAGEMENT LLC is a financial advisory firm situated in Minot, North Dakota. With a nearly $851M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
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QualificationsFirm CRD# 167729

Assets Under Management $193,704,748

No. Of Clients19

Clients Per Financial Advisor19

RPM ADVISORS, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 123105

Assets Under Management $169,427,001

No. Of Clients399

Clients Per Financial Advisor399

JOHNSON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Grand Forks, North Dakota. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 399 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
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 122030

Assets Under Management $158,396,000

No. Of Clients1891

Clients Per Financial Advisor158

CLASSIC ASSET MANAGEMENT, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1891 clients. The team consists of 12 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 149007

Assets Under Management $151,376,576

No. Of Clients557

Clients Per Financial Advisor279

PRAIRIEWOOD WEALTH MANAGEMENT is a financial advisory firm situated in West Fargo, North Dakota. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 557 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 159467

Assets Under Management $140,230,137

No. Of Clients918

Clients Per Financial Advisor306

WEALTH FORWARD, LLC is a financial advisory firm situated in Fargo, North Dakota. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 918 clients. The team consists of 3 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
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 131678

Assets Under Management $103,837,312

No. Of Clients1546

Clients Per Financial Advisor773

LIGHT FINANCIAL SERVICES, INC. is a financial advisory firm situated in Fargo, North Dakota. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1546 clients. The team consists of 2 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

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 327541

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

FJELL CAPITAL is a financial advisory firm situated in Fargo, North Dakota. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Subscription Fees
  • Other (SETUP / ONBOARDING FEES)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

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