Financial advisors in Minnetonka, MN

469 advisors · page 1 of 16

Aaron Kolkman
Financial advisor at Fidere Advisors
Fidere Advisors · $24.5M AUM
CFP®VerifiedFinancial planning
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Aaron Lindberg
Financial advisor at Kingdom Legacy Advisors
Kingdom Legacy Advisors · $196.5M AUM
CFP®VerifiedFinancial planning
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Alexander Morrall
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Andrew Ohman
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
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Ann Treml-Olson
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Austin Lindberg
Financial advisor at Kingdom Legacy Advisors
Kingdom Legacy Advisors · $196.5M AUM
CFP®VerifiedFinancial planning
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Barbara Mahr
Financial advisor at Kingdom Legacy Advisors
Kingdom Legacy Advisors · $196.5M AUM
CFP®VerifiedFinancial planning
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Benjamin Macgowan
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Brady Palzkill
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
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Brady Schmidt
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Brandon Larson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Brendan Roath
Financial advisor at Money Matters
Money Matters · $24.6M AUM
CFP®VerifiedFinancial planning
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Brennan Skon
Financial advisor at The Advocate Group, LLC
The Advocate Group, LLC · $809.9M AUM
CFP®VerifiedFinancial planning
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Brent Meyer
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
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Brian Adamek
Financial advisor at E-Wealth Partners
E-Wealth Partners · $218.7M AUM
CFP®VerifiedFinancial planning
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Calvin McKenney
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Camille Vukodinovich
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Gitau
Financial advisor at Oakfort Wealth Partners
Oakfort Wealth Partners · $2.4M AUM
CFP®VerifiedFinancial planning
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Charles Maxwell
Financial advisor at Cresset Asset Management, LLC
Cresset Asset Management, LLC · $78.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chelsea Tufte
Financial advisor at Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC · $673.5M AUM
CFP®VerifiedFinancial planning
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Christian Ray
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Christine Zuck
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clarence Potter
Financial advisor at Symmetric Advisors Inc
Symmetric Advisors Inc · $22.7M AUM
CFP®Verified
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Conner Kolodge
Financial advisor at Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC · $673.5M AUM
CFP®VerifiedFinancial planning
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Connor Lantz
Financial advisor at E-Wealth Partners
E-Wealth Partners · $218.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corby Serk
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Daniel Westin
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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David Schwandt
Financial advisor at Advisornet Wealth Partners
Advisornet Wealth Partners · $3.15B AUM
CFP®VerifiedFinancial planning
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David Seidelmann
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Dustin Peltier
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®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 Minnetonka, 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 Minnetonka, MN.

How this list works

Before you hire an advisor in Minnetonka, MN