Financial advisors in Otsego, MN

21 advisors

Brandon Hanson
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Joshua Beck
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tove Lichty
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Michaelides
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Charlene Zielin
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Cole Dahl
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darin Rokke
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Sobota
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Gabriel Fransen
Financial advisor at Royal Fund Management, LLC
Royal Fund Management, LLC · $1.56B AUM
VerifiedFinancial planning
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Isaac Moin
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Jeremiah Rodriguez
Financial advisor at Cornerstone Wealth Management, LLC
Cornerstone Wealth Management, LLC · $4.93B AUM
VerifiedFinancial planning
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Jerron McDonald
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Julie Parks
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Krisi Helland
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Middagh
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Johnson
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Wipf
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Glenz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Thomas Middagh
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Gamrath
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Hanson
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗

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 Otsego, 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 Otsego, MN.

How this list works

Before you hire an advisor in Otsego, MN