Find a Financial Advisor in Minneapolis, MN

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Financial Planning Firms in Minneapolis, MN

Trailhead Planners

5 out of 5

Location 321 W 48th St, Minneapolis, MN 55419, USA
Phone (503) 773-9682
Language https://www.trailheadplanners.com/
Directions
Schwarz | Dygos | Wheeler Investment Advisors LLC
Location 50 South 6th St #1405, Minneapolis, MN 55402, USA
Phone (612) 355-4360
Language http://www.sdwia.com/
Directions
Total Wealth Advisors
SEC File# 801-121278
CRD# 164633
Location 80 S 8th St #4900, Minneapolis, MN 55402, USA
Phone (888) 299-1080
Language http://www.totalwealthadvisors.com/
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Daniel Polson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 555 Nicollet Mall Ste 200, Minneapolis, MN 55402, USA
Phone (612) 746-5300
Language https://www.ameripriseadvisors.com/team/minneapolis-wealth-advisors/financial-advice-team/Daniel.T.Polson/?cid=IP_local_google
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Mark Joern - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 555 Nicollet Mall Ste 200, Minneapolis, MN 55402, USA
Phone (612) 746-5300
Language https://www.ameripriseadvisors.com/team/minneapolis-wealth-advisors/financial-advice-team/mark.w.joern/?cid=IP_local_google
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Alicia Luther Toms - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-7264
Language https://us.rbcwealthmanagement.com/schmielwmg?utm_source=GMB&utm_medium=Yext
Directions
Arete Wealth Strategists, LLC.
SEC File# 801-120111
CRD# 167297
Location 60 South 6th St, Minneapolis, MN 55402, USA
Phone (888) 544-3250
Language http://arete-ws.com/
Directions
Thoughtful Financial Planning
Location 314 Clifton Ave Suite 105, Minneapolis, MN 55403, USA
Phone (612) 460-7355
Language http://www.thoughtfulfinancialplanning.com/
Directions
Morgan Stanley Financial Advisors

3 out of 5

Location 225 South 6th St Ste 5300, Minneapolis, MN 55402, USA
Phone (612) 340-6700
Language https://advisor.morganstanley.com/minnesota-dakotas-complex?y_source=1_MjM2MTg5NS03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
Directions
Marquette Wealth Management
SEC File# 801-107122
CRD# 282482
Location 150 S 5th St #2800, Minneapolis, MN 55402, USA
Phone (612) 661-3770
Language https://marquettewm.com/
Directions
Northwestern Mutual

5 out of 5

Location 225 South 6th St #2900, Minneapolis, MN 55402, USA
Phone (612) 758-7600
Language https://www.northwesternmutual.com/financial-professional-locator?address=225%20South%206th%20Street,55402?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
Directions
Allodium Investment Consultants
SEC File# 801-64508
CRD# 135812
Location 500 S Washington Ave #4400, Minneapolis, MN 55415, USA
Phone (612) 230-3700
Language http://aicria.com/
Directions
Financial Advisors LLC
Location 706 2nd Ave S #850, Minneapolis, MN 55402, USA
Phone (612) 332-3280
Language https://fa-llc.com/
Directions
The Planning Center
SEC File# 801-61051
CRD# 118994
Location 800 N Washington Ave Suite 701, Minneapolis, MN 55401, USA
Phone (763) 494-0095
Language https://www.theplanningcenter.com/location/twin-cities/
Directions
First Advisors
Location 80 S 8th St Ste 900, Minneapolis, MN 55402, USA
Phone (612) 349-5210
Language http://first-advisors.com/
Directions
The Minnesota Group
Location 225 South 6th St Suite 5100, Minneapolis, MN 55402, USA
Phone (612) 340-6760
Language https://advisor.morganstanley.com/the-minnesota-group
Directions
Pat Sienko - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-2362
Language https://us.rbcwealthmanagement.com/omniwealth?utm_source=GMB&utm_medium=Yext
Directions
Financial Advisors | U.S. Bancorp Investments
Location 800 Nicollet Mall Fl 2, Minneapolis, MN 55402, USA
Phone (612) 659-3303
Language https://www.usbank.com/wealth-management/find-an-advisor/mn/minneapolis.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
Directions
AdvisorNet Financial | Insurance Agency | Wealth Management
SEC File# 801-47342
CRD# 13572

3 out of 5

Location 701 S 4th Ave, Minneapolis, MN 55415, USA
Phone (612) 347-8600
Language https://advisornet.com/
Directions
Shane Sienko - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-7921
Language https://us.rbcwealthmanagement.com/omniwealth?utm_source=GMB&utm_medium=Yext
Directions
Warren Kelly - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 373-1781
Language https://us.rbcwealthmanagement.com/warren.kelly?utm_source=GMB&utm_medium=Yext
Directions
Kevin Sienko - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-7215
Language https://us.rbcwealthmanagement.com/omniwealth?utm_source=GMB&utm_medium=Yext
Directions
Financial Planning Association
Location 3900 Main St NE, Minneapolis, MN 55421, USA
Phone (763) 781-1212
Language http://www.fpamn.org/
Directions
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About Minneapolis, MN

Minneapolis, MN is a city located in Hennepin County, Minnesota. The city is known for its Twin Cities metro area, which consists of Minneapolis and neighboring St. Paul. Some of the city's landmarks include the Stone Arch Bridge, Nicollet Island, and Minnehaha Park. Some of the top employers in Minneapolis include Target Corporation, UnitedHealth Group, and Wells Fargo & Company. The city is served by several major highways and streets, including Interstate 94 and U.S. Highway 10. Minneapolis is divided into several neighborhoods, including Downtown East, Downtown West, Cedar-Riverside, and North Loop.

Related Services

Banks and Credit Unions

Residents of Minneapolis, MN have a wide variety of banking services to choose from. Each bank offers its own unique set of products and services, so it can be difficult to decide which one is right for you. Your best bet is to compare the features and benefits of each bank before making a decision. Some banks offer standard products like checking and savings accounts, while others specialize in more niche services like mortgages or small business loans. No matter what your needs are, there's sure to be a bank that can meet them.

Insurance Broker

Residents of Minneapolis, MN can benefit from the services of insurance brokers. Brokers can help residents compare rates from different providers, find discounts, and identify the best policies for their needs. In addition, brokers can assist residents in filing claims and helping to resolve any issues that may arise.

Retirement Planning

Most people in Minneapolis, MN don't think about retirement until it's too late. Financial advisors can help change that by helping residents create a retirement plan and sticking to it. Advisors can also provide helpful tips on how to save money and invest wisely. Retirement planning doesn't have to be difficult, and with the help of a financial advisor, Minneapolis residents can feel confident that they're on the right track.

Wealth Management

Minneapolis, MN residents who are looking for help with their wealth management can find a variety of options available to them. Wealth management firms offer a wide range of services, from investment advice and portfolio management to estate planning and tax preparation. Choosing the right wealth management firm can be difficult, especially given the number of choices available. However, there are a few things that you can do to make the process easier. First, ask around for recommendations from friends and family members. Second, research different firms online and compare their services. And finally, set up appointments with several firms so that you can interview them and get a feel for their personalities and approach to wealth management.

Estate Planning Lawyer

Estate planning lawyers can help Minneapolis, MN residents protect their assets and plan for the future. An estate planning lawyer can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you set up power of attorney or healthcare directives, which will allow someone you trust to make decisions for you if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers in Minneapolis, MN can help residents by providing them with the best mortgage options. They can also help residents understand the terms of their mortgages, and they can work with residents to ensure that they get the best possible deal on their mortgages. In addition, mortgage loan officers can help residents find the right type of mortgage for their needs, and they can provide advice on how to pay off mortgages quickly.

Tax Services

Tax accountants in Minneapolis, MN can provide a variety of services to residents, including preparing and filing tax returns, providing advice on how to reduce taxes owed, and representing clients before the IRS. They can also help residents with estate planning and other financial matters.