Apple Valley, MN Financial Advisors and Resources



Financial Advisor Firms in Apple Valley, MN


MINDFUL ASSET PLANNING

Website

(952) 432-4666

14530 Pennock Ave

Apple Valley, MN 55124

SEC#: 801-80606
Years in Business: 6 years

MLG WEALTH MANAGEMENT, INC.

Website

(651) 714-0323

15322 Galaxie Ave

Apple Valley, MN 65124

SEC#: 801-118868
Years in Business: 1 years

CUNA BROKERAGE SERVICES, INC.

Website

(952) 997-8075

14985 Glazier Ave #111

Apple Valley, MN 55124

SEC#: 801-60099
Years in Business: 20 years

CONVERGENCE FINANCIAL, LLC

Website

(573) 818-2264

14665 Galaxie Avenue
#205
Apple Valley, MN 55124

SEC#: 801-116738
Years in Business: 2 years

MLG WEALTH MANAGEMENT, INC.

Website

(651) 714-0323

15322 Galaxie Ave

Apple Valley, MN 65124

SEC#: 801-118868
Years in Business: 1 years

RIA ADVISORY GROUP, LLC

Website

(651) 452-6250

14665 Galaxie Avenue
Suite 200
Apple Valley, MN 55124

SEC#: 801-117837
Years in Business: 1 years

CROWN CAPITAL SECURITIES, L.P.

Website

(612) 578-3174

15653 Highview Circle

Apple Valley, MN 55124

SEC#: 801-57663
Years in Business: 21 years

ADVISORS' PRIDE INC.

Website

(952) 431-2224

14800 Galaxie Avenue
#104
Apple Valley, MN 55124

SEC#: 801-80479
Years in Business: 6 years

CONVERGENCE FINANCIAL, LLC

Website

(573) 818-2264

14665 Galaxie Avenue
#205
Apple Valley, MN 55124

SEC#: 801-116738
Years in Business: 2 years


How Retirement-Friendly is Apple Valley, MN?

  • Population: 52,889
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $259,100
  • Average Monthly Housing Cost: $1,375
  • Average Household Income: $109,376
  • Minnesota Total Tax Burden: 9.99% (6th Highest in U.S.)
  • Minnesota Property Tax: 2.86% (23rd Highest in U.S.)
  • Minnesota Individual Income Tax: 3.68% (5th Highest in U.S.)
  • Minnesota Sales and Excise Tax: 3.45% (20th Highest in U.S.)


Apple Valley, MN Financial Advisor FAQs

​To find qualified investment advisors in your area, search for registered investment advisor at FINRA's Broker Check website. The CFP Board also offers free information on how to build a relationship with a financial planner. The Certified Financial Planner designation is held by only those who have passed the rigorous coursework and testing necessary to achieve this distinction among their peers.
Financial advisors provide many forms of service to clients, including general financial planning, asset management, securities brokerage and advisory services.
Picking a financial advisor is one of the most important decisions that any person will ever make. In today’s world, investing in your retirement requires not just expertise and care but also transparency and candor. Choosing a financial advisor should be an educated process, not just a quick decision based on advertisement gimmicks or slick sales pitches.
You need a financial advisor to help you anticipate and avoid unforeseen events in your life. In the end, having a qualified professional analyze what you're trying to accomplish will help ensure that when it comes time for sudden events like disability, illness and death, someone is there and can advise and guide you.