Financial advisors in Excelsior, MN

33 advisors · page 1 of 2

Anthony Schuster
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jason Good
Financial advisor at Excelsior Investors
Excelsior Investors · $242M AUM
CFP®VerifiedFinancial planning
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Justin Pettit
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Margaret Swanson
Financial advisor at Modus Advisors, LLC
Modus Advisors, LLC · $601.1M AUM
CFP®VerifiedFinancial planning
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Matthew Dornik
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Tad Weiss
Financial advisor at Modus Advisors, LLC
Modus Advisors, LLC · $601.1M AUM
CFP®VerifiedFinancial planning
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Aaron Larson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Alan Stricker
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
VerifiedFinancial planning
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Alyssa Wetterlund
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Bret Felknor
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Chad Babcock
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Chad Griffeth
Financial advisor at Captrust
Captrust · $1.24T AUM
VerifiedFinancial planning
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Christopher Rouse
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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David Gottesman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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David Peterson
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
VerifiedFinancial planning
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Graham Burke
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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James Roberts
Financial advisor at Tlg Advisors, Inc.
Tlg Advisors, Inc. · $2.3B AUM
VerifiedFinancial planning
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Jeffrey Hammer
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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John Connolly
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Jonathan Rienstra
Financial advisor at Strategic Wealth Group
Strategic Wealth Group · $1.54B AUM
VerifiedFinancial planning
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Joseph Mallen
Financial advisor at Modelist
Modelist
Verified
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Kari Haanstad
Financial advisor at Modus Advisors, LLC
Modus Advisors, LLC · $601.1M AUM
VerifiedFinancial planning
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Kent Peterson
Financial advisor at Modelist
Modelist
Verified
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Kevin Schmitz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kyle Laube
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Marianne Laurent
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Matthew Cookson
Financial advisor at Cookson Financial, LLC
Cookson Financial, LLC · $47.7M AUM
VerifiedFinancial planning
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Maxwell Stowe
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Nicholas Walstrom
Financial advisor at Principal Asset Management
Principal Asset Management · $427.71B AUM
Verified
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Nicole Westlund
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Excelsior, MN

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Excelsior, MN.

How this list works

Before you hire an advisor in Excelsior, MN