Oakdale, MN Financial Advisors and Resources



Financial Advisor Firms in Oakdale, MN


WOODBURY FINANCIAL SERVICES, INC.

Website

(800) 800-2638

7755 3rd Street North

Oakdale, MN 55128

SEC#: 801-54905
Years in Business: 24 years

ADVISORNET FINANCIAL, INC.

Website

(651) 797-3532

600 Inwood Ave
Suite 260
Oakdale, MN 55128

SEC#: 801-77035
Years in Business: 9 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(651) 744-0400

7845 3Rd Street N
Suite 112
Oakdale, MN 55128

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(651) 744-0400

7845 3Rd Street N
Suite 112
Oakdale, MN 55128

SEC#: 801-54905
Years in Business: 24 years

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(651) 578-1600

940 Inwood Ave North

Oakdale, MN 55128

SEC#: 801-57198
Years in Business: 21 years

GRADIENT SECURITIES, LLC

Website

(651) 209-1907

924 Inwood Avenue N

Oakdale, MN 55128

SEC#: 801-80807
Years in Business: 6 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(651) 744-0400

7845 3Rd Street N
Suite 112
Oakdale, MN 55128

SEC#: 801-54905
Years in Business: 24 years

ADVISORNET FINANCIAL, INC.

Website

(651) 797-3532

600 Inwood Ave
Suite 260
Oakdale, MN 55128

SEC#: 801-77035
Years in Business: 9 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(651) 744-0400

7845 3Rd Street N
Suite 112
Oakdale, MN 55128

SEC#: 801-54905
Years in Business: 24 years


How Retirement-Friendly is Oakdale, MN?

  • Population: 27,963
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $229,300
  • Average Monthly Housing Cost: $1,181
  • Average Household Income: $89,255
  • 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.)


Oakdale, MN Financial Advisor FAQs

Estimating an individual's needs requires a thorough examination of their financial situation. A qualified financial advisor should always make recommendations for the appropriate level of financial support based on your unique circumstances.
Advisors get paid through a number of different methods, so the answer for this question really depends on the advisor. Some advisors might charge an assessment fee and then either charge a percentage of your portfolio every year or so depending on what services they provide to you. Others may give you traditional financial advice and just charge a flat rate for that time spent.
Yes. You don't need many financial advisors, but you do need one. Despite the general advice to cut back on expenses, it's also sound advice to invest in yourself- your financial advisor will make sure you are keeping up with the basics like investment diversification and tax planning for example.
It may be worth considering what you specifically need to make the investment work. If your advisor is managing your investments, you might want someone with experience in stocks or mutual funds; if they are helping you create an estate plan, their expertise could pertain to taxes, life insurance coverage, etc..