Financial advisors in Shoreview, MN

68 advisors · page 1 of 3

Brandon Wood
Financial advisor at Solidity Financial LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Calvin Treichler
Financial advisor at Guide Financial Planning
Guide Financial Planning · $69.9M AUM
CFP®VerifiedFinancial planning
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David Hitchcock
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Derek Blankenship
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Fred Lawless
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Gloria Garcia Cisneros
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
CFP®VerifiedFinancial planning
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Joshua Canniff
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Mark Tollander
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Matthew Schwartz
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
CFP®VerifiedFinancial planning
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Nicole Williams
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Taylor Hegna
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
CFP®VerifiedFinancial planning
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Timothy Lo Stracco
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
CFP®VerifiedFinancial planning
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Alex Carlson
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
VerifiedFinancial planning
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Alexander Eisch
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
VerifiedFinancial planning
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Alexandria Pearson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Amelia Kinch
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
VerifiedFinancial planning
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Ann Hoen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Bridget Gray
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Brooke Warnert
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Bruce Wells
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Bryce Brettingen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Cali Roane
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Charles Scott
Financial advisor at Solidity Financial LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Christopher Saxton
Financial advisor at Aberdour Investments
Aberdour Investments · $2.2M AUM
VerifiedFinancial planning
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Claire Orcutt
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
VerifiedFinancial planning
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Clayton Benway
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
VerifiedFinancial planning
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Courtney Kero
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Daniel Chladek
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Daniel Enright
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Daniel Molenaar
Financial advisor at Great Waters Financial
Great Waters Financial · $1.24B AUM
VerifiedFinancial planning
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 Shoreview, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Shoreview, MN.

How this list works

Before you hire an advisor in Shoreview, MN