Excelsior, MN Financial Advisors and Resources



Financial Advisor Firms in Excelsior, MN


STEBEN & COMPANY, LLC

Website

(240) 631-7600

687 Excelsior Blvd.

Excelsior, MN 55331

SEC#: 801-64686
Years in Business: 16 years

MODUS ADVISORS, LLC

Website

(952) 946-1000

23505 Smithtown Road
Suite 290
Excelsior, MN 55331

SEC#: 801-112534
Years in Business: 3 years

EXCELSIOR INVESTORS

Website

(952) 941-2795

34 Water Street, Suite 8

Excelsior, MN 55331

SEC#: 801-57626
Years in Business: 21 years

LOCORR FUND MANAGEMENT, LLC

Website

(952) 767-2920

687 Excelsior Blvd

Excelsior, MN 55331

SEC#: 801-72130
Years in Business: 10 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(952) 470-4136

684 Excelsior Blvd
Suite 230
Excelsior, MN 55331

SEC#: 801-108208
Years in Business: 5 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(952) 470-4136

684 Excelsior Blvd
Suite 230
Excelsior, MN 55331

SEC#: 801-108208
Years in Business: 5 years

TLG ADVISORS, INC.

Website

(763) 231-7316

350 Highway 7 #241

Excelsior, MN 55331

SEC#: 801-60458
Years in Business: 20 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(952) 767-2073

500 Lake Street
Suite 206
Excelsior, MN 55331

SEC#: 801-21527
Years in Business: 37 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(952) 470-4136

684 Excelsior Blvd
Suite 230
Excelsior, MN 55331

SEC#: 801-108208
Years in Business: 5 years


How Retirement-Friendly is Excelsior, MN?

  • Population: 2,434
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $692,900
  • Average Monthly Housing Cost: $1,092
  • Average Household Income: $126,538
  • 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.)


Excelsior, MN Financial Advisor FAQs

A financial advisor can be a valuable resource for people who want unbiased, personalized advice on how to best handle their finances
It's a good idea to know what you expect from a financial advisor before going in. A lot of advisors customize their services according to the client's needs, so make sure you have a clear plan for how much money is needed and what will be done with it. Also, find out if there are any fees that may apply.
The simplest way to pay a financial advisor is by having them charge an annual fee to manage the assets they advise on. These types of funds are called AUM or Assets Under Management.
It depends on many things. Some financial advisors charge a flat rate while others may charge a commission, or may have a fee to be a member of a particular organization. The cost should depend on the needs of the person being served and how it can best serve them.