Find a Financial Advisor in Minnetonka, MN

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List of Firms

Financial Planning Firms in Minnetonka, MN

Summit Financial Advisors
SEC File# 801-58179
CRD# 109280
Location 10900 W Wayzata Blvd #830, Minnetonka, MN 55305, USA
Phone (651) 583-7290
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Baird Private Wealth Management

5 out of 5

Location 601 Carlson Pkwy Suite 950, Minnetonka, MN 55305, USA
Phone (952) 249-7600
Marks Group Wealth Management
SEC File# 801-69685
CRD# 148679
Location 4350 Baker Rd #245, Minnetonka, MN 55343, USA
Phone (952) 582-6100
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 3:30 PM Saturday: Closed Sunday: Closed
Tonka Financial DBA Cetera Advisors LLC
Location 1811 Traymore Rd, Minnetonka, MN 55305, USA
Phone (952) 746-5110
TreeLine Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 10159 W Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
Phone (952) 444-2000
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Synergy Wealth Management, Mark Cheeley
Location 10159 Wayzata Blvd STE 200, Minnetonka, MN 55305, USA
Phone (952) 449-6693
Mark Cheeley - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 10159 W Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
Phone (952) 449-6693
Time Monday: 8:00 AM – 5:00 PM Tuesday: Closed 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
Running Wealth Management
SEC File# 801-108208
CRD# 284430
Location 16192 MN-7, Minnetonka, MN 55345, USA
Phone (952) 843-4944
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
Fidere Advisors
Location 13100 Wayzata Blvd Suite 330, Minnetonka, MN 55305, USA
Phone (833) 234-3373
Michael Coughlin - Thrivent
Location 14525 MN-7 Ste, Minnetonka, MN 55345, USA
Phone (952) 500-8824
Panoramic Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305, USA
Phone (952) 746-9444
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
RBC Wealth Management Branch - Minnetonka
SEC File# 801-13059
CRD# 31194
Location 601 Carlson Pkwy Suite 500, Minnetonka, MN 55305, USA
Phone (952) 476-3700
Sandvold Financial Group
SEC File# 801-54905
CRD# 421

4 out of 5

Location 10900 Wayzata Blvd, Minnetonka, MN 55305, USA
Phone (952) 544-2837
Timothy R Jirak - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305, USA
Phone (952) 746-9447
Reese J Lang - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305, USA
Phone (952) 746-9444
Financial Advisors | U.S. Bancorp Investments
Location 17800 MN-7, Minnetonka, MN 55345, USA
Phone (952) 380-2029
Matt Osendorf - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10159 W Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
Phone (651) 225-1200
Kyle Molin - Thrivent
SEC File# 801-117013
CRD# 304569
Location 10900 Wayzata Blvd Ste 220, Minnetonka, MN 55305, USA
Phone (952) 229-5000
Edward Jones - Financial Advisor: Daniel J Shore
SEC File# 801-3297
CRD# 250

5 out of 5

Location 13911 Ridgedale Dr Ste 430, Minnetonka, MN 55305, USA
Phone (952) 797-0577
John Thomas - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16180 MN-7, Minnetonka, MN 55345, USA
Phone (952) 835-8191
Streamline Wealth Management - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 16180 MN-7, Minnetonka, MN 55345, USA
Phone (952) 835-8191
Zimmerman and Associates - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10159 W Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
Phone (952) 255-6471
BlueStem Wealth Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 13100 W Wayzata Blvd Ste 140, Minnetonka, MN 55305, USA
Phone (612) 225-2600
Matthew Beck - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 12900 Whitewater Dr Ste 101, Minnetonka, MN 55343, USA
Phone (952) 856-8110
Investors Advisory Management Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 12900 Whitewater Dr Ste 101, Minnetonka, MN 55343, USA
Phone (952) 856-8110
Northwestern Mutual

4 out of 5

Location 601 Carlson Pkwy #300, Minnetonka, MN 55305, USA
Phone (952) 224-3800
Pine Grove Financial Group
SEC File# 801-118868
CRD# 308193
Location 13100 Wayzata Blvd Suite 300, Minnetonka, MN 55305, USA
Phone (612) 347-8667
Mike Thorn - RBC Wealth Management Financial Advisor
Location 601 Carlson Pkwy Suite 500, Minnetonka, MN 55305, USA
Phone (952) 476-3741
Steven N Brandt - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10900 W Wayzata Blvd Ste 150, Minnetonka, MN 55305, USA
Phone (952) 746-9446
Great Waters Financial
SEC File# 801-77035
CRD# 113074

4 out of 5

Location 601 Carlson Pkwy # 550, Minnetonka, MN 55305, USA
Phone (763) 762-3145
David Klein - Northwestern Mutual
Location 601 Carlson Pkwy #300, Minnetonka, MN 55305, USA
Phone (952) 224-7958
Edward Jones - Financial Advisor: Devon J Roehrich, CFP®|ABFP®
SEC File# 801-3297
CRD# 250
Location 14525 MN-7 Suite 190, Minnetonka, MN 55345, USA
Phone (952) 238-8140
Adam Bjorklund - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10900 W Wayzata Blvd Ste 150, Minnetonka, MN 55305, USA
Phone (952) 746-9457
Kyle Laube - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
Phone (952) 444-2003
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About Minnetonka, MN

Minnetonka is located in Hennepin County, Minnesota and has a population of over 47,000 people. Some of the major landmarks in Minnetonka include the Minnetonka Mill, the Hennepin Canal Parkway, and the Shady Oak Beach. The top employers in Minnetonka are United Health Group, Wells Fargo, and Target. The major highways and streets in Minnetonka are Interstate 494, Minnesota State Highway 62, and County Road 101. The neighborhoods in Minnetonka include Deephaven, Hopkins, and Shorewood.

Related Services

Banks and Credit Unions

Banks are an important part of the community and provide a variety of services to their customers.In Minnetonka, MN, there are a number of banks that offer a variety of products and services to meet the needs of their customers. These banks offer everything from personal checking and savings accounts to mortgages and car loans. They also offer online banking and other electronic services that make it easy for customers to bank from home or on the go.

Insurance Broker

Minnetonka, MN residents can rely on insurance brokers to help them find the best coverage for their needs.Insurance brokers have a wealth of knowledge about all types of insurance policies, and they can help you find the right one for your specific situation. They can also help you compare rates from different providers, so you can get the best deal possible. Plus, they're always up-to-date on the latest changes in the industry, so they can advise you on whether or not it's time to switch policies.

Retirement Planning

Most people in Minnetonka, MN know that they need to start planning for retirement at some point, but many don't know where to start. Financial advisors can help residents create a plan that will allow them to retire comfortably and without stress. Advisors can help residents figure out how much money they'll need to save each month in order to have the retirement lifestyle they want, and can also provide tips on how to reduce expenses in retirement.

Wealth Management

Residents of Minnetonka, MN have a lot to gain from wealth management. Wealth management is the process of organizing and managing financial assets. It includes creating investment plans, saving for retirement, and estate planning. Wealth management can help residents of Minnetonka protect their money and grow it over time. There are a number of different wealth management services available. Some people may prefer to work with a financial advisor to create an investment plan tailored specifically to their needs. Others may prefer to use a robo-advisor, which is an automated investment service that uses algorithms to create a portfolio based on your risk tolerance and goals. No matter what route you choose, wealth management can help you make the most of your money and achieve your financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Minnetonka, MN residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help you designate who will receive your property and assets after you die, and ensure that your wishes are carried out. In addition, estate planning attorneys can help you create a plan for managing your finances in the event of incapacity. If you live in the Minnetonka area and want to ensure that your loved ones are taken care of after you die, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Minnetonka, MN can help residents secure home mortgages. They are knowledgeable about the process and can help people find the best mortgage for their needs. Loan officers can also provide advice on how to keep your mortgage payments affordable.

Tax Services

Residents of Minnetonka, MN can benefit from the services of tax accountants. Tax accountants can help residents save money on their taxes and file their taxes correctly. Tax accountants can also help residents stay up to date on tax laws and changes to the tax code.