Financial advisors in Wayzata, MN

53 match · page 2 of 2

Judson Beeskau
Financial advisor at Prime Capital Financial
Prime Capital Financial · $39.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lance Steinke
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lauren Brown
Financial advisor at Fiat Wealth Management
Fiat Wealth Management · $517.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luke Strom
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Pehrson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Megan Gehrman
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Pierce
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
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Michael Urch
Financial advisor at 360 Financial
360 Financial · $700.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Bormann
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Peter Vickery
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
CFP®Verified
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Reece Chiriboga
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rene Chiriboga
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Riley Howard
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Bodin
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Michaelis
Financial advisor at B&E Investment Advisers, Inc.
B&E Investment Advisers, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Voxland
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Kaelberer
Financial advisor at B&E Investment Advisers, Inc.
B&E Investment Advisers, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Wolden
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Heimermann
Financial advisor at Huntington Financial Advisors
Huntington Financial Advisors · $7.89B AUM
CFP®Verified
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Thomas Pink
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Todd Willihnganz
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Grant
Financial advisor at 360 Financial
360 Financial · $700.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William McNabb
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®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 Wayzata, 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 Wayzata, MN.

How this list works

Before you hire an advisor in Wayzata, MN