Minnetonka, MN Financial Advisors and Resources



Financial Advisor Firms in Minnetonka, MN


MERISTEM FAMILY WEALTH

Website

(952) 835-2577

701 Carlson Parkway
Suite 1400
Minnetonka, MN 55305

SEC#: 801-57126
Years in Business: 21 years

SARGENT MANAGEMENT CO

Website

(952) 835-2577

701 Carlson Parkway
Suite 1400
Minnetonka, MN 55305

SEC#: 801-3364
Years in Business: 57 years

PINE RIVER CAPITAL MANAGEMENT L.P.

Website

(612) 238-3300

601 Carlson Parkway
7th Floor
Minnetonka, MN 55305

SEC#: 801-65336
Years in Business: 15 years

CHERRY TREE WEALTH MANAGEMENT, LLC

Website

(952) 893-9012

301 Carlson Parkway
Suite 103
Minnetonka, MN 55305

SEC#: 801-70554
Years in Business: 12 years

FELTL ADVISORS

Website

(612) 492-8800

10900 Wayzata Boulevard
Suite 200
Minnetonka, MN 55305

SEC#: 801-77347
Years in Business: 8 years

STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC

Website

(952) 955-7865

16192 Hwy 7

Minnetonka, MN 55345

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

MARKS GROUP WEALTH MANAGEMENT, INC.

Website

(952) 582-6100

4350 Baker Road
Suite 245
Minnetonka, MN 55343

SEC#: 801-69685
Years in Business: 12 years

QUANTITATIVE ADVANTAGE, LLC

Website

(952) 767-8007

10400 Yellow Circle Drive
Suite 303
Minnetonka, MN 55343

SEC#: 801-57426
Years in Business: 21 years

LIFESTAGE WEALTH MANAGEMENT LLC

Website

(763) 542-8884

11100 Wayzata Boulevard
Suite 510
Minnetonka, MN 55305

SEC#: 801-78361
Years in Business: 8 years


How Retirement-Friendly is Minnetonka, MN?

  • Population: 53,025
  • % of Population 62 Years and Over: 25%
  • Average Home Value: $358,000
  • Average Monthly Housing Cost: $1,509
  • Average Household Income: $135,727
  • 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.)


Minnetonka, MN Financial Advisor FAQs

Specific to the financial advisor, it's advisable to ask them how they are compensated, what is their track record for providing good advice, how much they charge in per capita expenses, if they're licensed, and what steps do they take before making an investment recommendation.
The cost for a financial advisor varies according to specialization, initial assessment and ongoing management fees.
Choose a financial advisor who has good reviews from past clients.
Financial advisors can help investors discover strategies and manage their money by utilizing various services such as providing investment portfolio analysis and recommending diversification.