Bloomington, MN Financial Advisors and Resources



Financial Advisor Firms in Bloomington, MN


GUARDIAN WEALTH ADVISORS, LLC

Website

(952) 746-3211

8201 Norman Center Drive, Suite 420

Bloomington, MN 55437

SEC#: 801-87183
Years in Business: 6 years

BERGANKDV WEALTH MANAGEMENT, LLC

Website

(888) 812-3533

3800 American Blvd
Suite 1000
Bloomington, MN 55431

SEC#: 801-67536
Years in Business: 14 years

CAISSA WEALTH STRATEGIES

Website

(952) 777-2270

7825 Washington Ave S.
Suite 725
Bloomington, MN 55439

SEC#: 801-114229
Years in Business: 2 years

LEGACY FINANCIAL ADVISORS CORPORATION

Website

(952) 893-5555

3500 American Blvd W
Suite 675
Bloomington, MN 55431

SEC#: 801-62026
Years in Business: 18 years

BGM WEALTH PARTNERS

Website

(952) 844-2500

4470 West 78th St. Circle
Suite 200
Bloomington, MN 55435

SEC#: 801-53285
Years in Business: 24 years

ACUMEN FINANCIAL ADVISORS, LLC

Website

(952) 897-5777

8500 Normandale Lake Blvd.
Suite 920
Bloomington, MN 55437

SEC#: 801-71042
Years in Business: 11 years

FURE FINANCIAL CORPORATION

Website

(952) 944-8250

8500 Normandale Lake Boulevard
Suite 950
Bloomington, MN 55437

SEC#: 801-110688
Years in Business: 4 years

PERSONAL WEALTH PARTNERS LLC

Website

(952) 955-9781

7900 International Drive
Suite 510
Bloomington, MN 55425

SEC#: 801-80198
Years in Business: 7 years

STEVENS FOSTER FINANCIAL ADVISORS

Website

(952) 843-4200

7901 Xerxes Avenue South
Suite 325
Bloomington, MN 55431

SEC#: 801-80128
Years in Business: 7 years


How Retirement-Friendly is Bloomington, MN?

  • Population: 85,332
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $253,300
  • Average Monthly Housing Cost: $1,231
  • Average Household Income: $96,453
  • 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.)


Bloomington, MN Financial Advisor FAQs

You should set up an appointment with a financial advisor if you are not an expert in the field of finance. A good personal finances advisor can help you stay on track and provide solid advice to help reach your goals.
A financial advisor is someone who advises individuals with their finances, which can cover topics such as retirement planning, estate planning, education savings for minors or the financially handicapped. They are typically consultants to individuals with significant assets, incomes and high levels of accumulated debt.
There are many different types of financial advisors depending on what you are looking for. It is recommended finding one who is a CFP with the right qualifications to suit your needs.
Financial advisors do not get paid by commission, but instead by their clients. This is the main way they are compensated for their work. When they refer a client to someone else, they will be paid based on how much they influenced the sale of the product, whether it be insurance or mutual funds or stocks or bonds.