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Financial advisors in Minneapolis

30 advisors available near Minneapolis, MN

Out of 400,000+ nationwide

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Nathan M

Series 63, Series 66

Plymouth, MN

MWM Wealth Advisory, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning
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Britt C

Series 66

Saint Paul, MN

Clanton Financial Partners, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Thomas T

ChFC®, Series 63, Series 65

White Bear Lake, MN

Thompson Financial Transitions Inc.

General retirement planning Long-term care insurance Cash flow / budgeting Founder/Business Owner Retired
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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John B

Series 65

Minneapolis, MN

Bernstein Financial Advisory

Options & derivatives strategies Founder/Business Owner Mid-Career Professionals
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James M

Series 63, Series 65

Fridley, MN

Valor Wealth Management LLC

Wealth management General retirement planning Cash flow / budgeting
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Brian D

Series 65

Minnetonka, MN

Strategic Financial Planning, Inc.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Wealth management
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Curtis P

Series 63, Series 65

Bloomington, MN

Fiduciary Wealth

Concentrated stock management Active portfolio management
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Laura S

CFP®

Edina, MN

Torchlight Financial

Hello! I’m Laura Seymour, the founder of TorchLight Financial. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoy working with clients transitioning into retirement or already retired. I’ve been working in the financial planning industry since 2007 and founded TorchLight in 2011. I have worked with hundreds of clients over the last 15 years to navigate the path to retirement as well as general financial considerations. It is my goal to use clear language versus “financial terms” to help people understand concepts and considerations related to financial choices. By offering comprehensive advice as well as ongoing investment management, I can truly know you and become a trusted partner in your decisions and journey. I grew up on a dairy farm in rural Minnesota (near Willmar) with loving parents who may not have had a lot of money but really stressed personal responsibility and integrity. I value authentic, genuine relationships with people and am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. Shannon, my life partner, and I traveled to Ireland (he’s 100% Irish!) in March 2023. We have experienced Maui, Puerto Vallarta, and Turks & Caicos. Up next: Europe in the fall (2024) and a Tour de France trip in 2025. Leading a weekly women’s cycling group and logging as many miles on my Bianchi Infinito as possible is one of my favorite summertime activities in Minnesota.

General retirement planning Baby Boomers (Born 1946-1964)
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Lee (Leroy) W

Series 65

Eden Prairie, MN

Wenzel Analytics, Inc.

Passive / index investing Consultant Founder/Business Owner Engineering Professional Established Professionals
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