Find a Financial Advisor in Northfield, MN

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We did the hard work of finding trustworthy partners in Northfield, MN.

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We Only Work With The Best Northfield Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Northfield, MN


  • Financial Advisor Close to Northfield, MN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Northfield, MN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Northfield, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Northfield financial advisors.
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How Retirement-Friendly is Northfield, MN?

  • Population: 20,347
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $239,500
  • Average Monthly Housing Cost: $961
  • Average Household Income: $89,628
  • 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.)



The Top Financial Advisor Firms in Northfield, MN

 

CARLSON CAPITAL MANAGEMENT, LLC

Website

(507) 645-8887

11 Bridge Square

Northfield, MN 55057

SEC#: 801-106832
Years in Business: 6 years

FBL WEALTH MANAGEMENT, LLC

Website

(507) 645-4212

301 Division St

Northfield, MN 55057

SEC#: 801-113458
Years in Business: 3 years

FBL WEALTH MANAGEMENT, LLC

Website

(507) 645-4212

301 Division St

Northfield, MN 55057

SEC#: 801-113458
Years in Business: 3 years

GRANITE EQUITY PARTNERS LLC

Website

(612) 605-8017

158 Water Street N
Suite 4B
Northfield, MN 55057

SEC#: 801-73392
Years in Business: 10 years

 


Northfield, MN Financial Advisor FAQs

Northfield is a Minnesota city located in Dakota and Rice counties. The most of it is in Rice County, with a tiny amount in Dakota County. At the time of the 2020 census, the population was 20,790. Frigoscandia Food Process Systems is a large corporation with 3,300 workers and an annual sales of $895.9 million. It is Northfield, Minnesota's largest employer. Northfield, Minnesota, also had a thriving bank and several famous business executives. The bank drew the attention of the James-Younger Gang, America's most renowned bank and train thieves. We've teamed up with some of Northfield, Minnesota's best financial experts, to bring you in touch with them. Northfield is a Minnesota city located in Dakota and Rice counties. Most of it is in Rice County, with a tiny amount in Dakota County. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

One common way is to charge a percentage of assets managed. This percentage usually ranges from .5% to 1%.

Investors need a financial advisor when they are new to the market, may not know how to effectively manage their investments, or grapple with constantly changing regulations. A financial advisor might recommend certain investing strategies for your specific goals or recommend ways of lowering risk.

The cost of a financial advisor varies by their qualifications and the extent to which they charge for their services.

Financial advice for most people is all about two things: monitoring and planning. When it comes to monitoring, an advisor's job is to monitor and track your long-term personal and professional goals and measure how your money is allocated across different investment vehicles.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.