Roseville, MN Financial Advisors and Resources



Financial Advisor Firms in Roseville, MN


SUMMIT INVESTMENT ADVISORY SERVICES

Website

(651) 490-2939

3065 Center Pointe Drive
Suite 2
Roseville, MN 55113

SEC#: 801-110650
Years in Business: 4 years

EHLERS

Website

(800) 717-9742

3060 Centre Point Drive
Suite 100
Roseville, MN 55113

SEC#: 801-69849
Years in Business: 12 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(651) 287-9400

2780 Snelling Ave. N.

Roseville, MN 55113

SEC#: 801-29618
Years in Business: 34 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(612) 203-3258

2355 Highway 36 West
Suite 479
Roseville, MN 55113

SEC#: 801-76973
Years in Business: 9 years

CORNERSTONE WEALTH MANAGEMENT, LLC

Website

(612) 203-3258

2355 Highway 36 West
Suite 479
Roseville, MN 55113

SEC#: 801-76973
Years in Business: 9 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(651) 287-9400

2780 Snelling Ave. N.

Roseville, MN 55113

SEC#: 801-29618
Years in Business: 34 years


How Retirement-Friendly is Roseville, MN?

  • Population: 36,026
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $257,400
  • Average Monthly Housing Cost: $1,124
  • Average Household Income: $88,347
  • 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.)


Roseville, MN Financial Advisor FAQs

First, a financial advisor is paid to provide advice on how to invest your money. In most cases they will charge a management fee for this service, usually around 1% of the total amount you have invested with them.
Yes. Financial advisors provide a wide range of essential financial services to their customers and clients. They can guide you in making financially sound decisions, such as how much life insurance coverage to buy and what type of retirement contributions may be best for you.
This is a difficult question to answer. The cost of an advisor depends on many factors such as how much money they need to manage, the size and scope of their practice, level of experience and more.
Financial advisors should help you achieve your financial goals by assessing your current situation, helping to formulate a plan to achieve short-term and long-term goals, giving personalized advice on how to accomplish those goals without any conflicts of interest between them or you, and then monitoring progress towards those objectives.