Find a Financial Advisor in Rosemount, MN

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


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

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


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 Rosemount, MN

  • Financial Advisor Close to Rosemount, 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 Rosemount, MN

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Rosemount, MN

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

  • Population: 24,292
  • % of Population 62 Years and Over: 13.2%
  • Average Home Value: $286,100
  • Average Monthly Housing Cost: $1,557
  • Average Household Income: $122,544
  • 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 Rosemount, MN




(651) 480-4601

15040 Canada Ave. W

Rosemount, MN 55068

SEC#: 801-107450
Years in Business: 6 years


Rosemount, MN Financial Advisor FAQs

Rosemount is a city within Dakota County, Minnesota, on the outskirts of the Twin Cities Metropolitan Area. Apple Valley, Eagan, and Farmington are cities nearby Rosemount. Spectro Alloys, Independent School District 196, and Dakota County Technical College are some of the notable employers in Rosemount. The Rosemount High School "Irish" and Dakota County Technical College, a component of the Minnesota State Colleges and Universities system, are both located in Rosemount. We can be of help on your financial journey through financial advisors stationed in Rosemount, Dakota County, Minnesota. Rosemount is located 15 miles south of the Twin Cities metropolitan area. The city's residents enjoy the benefits of living in a community with both a small town and a huge metropolitan city environment, with a land size of over 36 square miles. Rosemount, unusual for a city of its size, blends industry, agriculture, and agricultural research with a fast-increasing residential neighborhood, resulting in an excellent environment in which to live and work. The northeastern one-third of Rosemount is dominated by heavy industry, with companies such as Flint Hills Resources, SKB, Spectro Alloys, and Hawkins Chemical. The western one-third of Rosemount is home to firms such as Greif Brothers and the regional home base for the National Guard. Rosemount also opened an 80-acre business park, which already has tenants including Geometrix and Proto Labs. Living in this city, financial advisors are essential in ensuring you`re taking the proper steps for your financial future. Find a local one by using the links below!

In order to create a lifetime plan, you'll need someone who can help you assess your financial strengths and weaknesses. This person will be able to provide guidance on things such as retirement strategy or money management techniques so that your investments work together and meet your objectives.

Get a referral from a friend or financial professional. The advisor should work with your company, because there may be benefits available to you at work. Get an email intro by sending an email to your financial person and asking them who they use that they would recommend. After speaking over the phone with 5 advisors ask them about their fees, what is included in their services, if it is possible for another broker from the same firm to step in for them when out of town advising on your portfolio, and what kind of investment strategies they typically adopt. Based on these interviews choose one individual to take more time getting know over lunch before deciding whether or not they are worth hiring as your advisor.

The first thing you need to do is find someone who has experience in serving your type of goal - whether it's retirement, growing wealth, preserving wealth, college funds for kids or other children or grandchildren, affording medical expenses - whatever your goal is. Ask them if they have served people like you before - this will give them an idea if he/she understands the challenges that come with managing savings to meet different goals.

Financial advisors help their clients understand the risks and challenges that a person could face in a variety of different financial services. They also offer courses, workshops, and wealth assessment tools to help create more financially stable lives.

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.