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Displaying results 1 to 25 of 63

  • 1

    Diversified Wealth Management LLC

    St. Louis Park, MN (4.11 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $50,000

    We take a full service approach to Financial Planning and Wealth Management in order to help people pursue their financial goals. Our NEW CLIENT minimum portfolio size = $50,000...

  • 2

    Hornquist Financial

    Golden Valley, MN (4.24 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We are a strictly Fee-Only financial planning firm, engaging clients in truly comprehensive financial planning and wealth management. NEW CLIENT minimum portfolio size = $250,000�

  • 3

    Hornquist Financial

    Edina, MN (8.09 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We are a strictly Fee-Only financial planning firm, engaging clients in truly comprehensive financial planning and wealth management. NEW CLIENT minimum portfolio size = $250,000�

  • 4

    Epple Financial Advisors, LLC

    Wayzata, MN (13.72 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    **NAPFA Member** We provide comprehensive, Fee-Only financial planning and wealth management services for individuals who seek to delegate some level of responsibility for managing their financial affairs. NEW CLIENT minimum portfolio size = $500,000...

  • 5

    Dunnavan & Co.

    123 North Third Street
    Minneapolis, MN

  • 6

    Allodium Investment Consultants, LLC

    500 Washington Avenue South
    Minneapolis, MN

  • 7

    Gary L. Greenberg

    4540 Ids Center, 80 S 8th St
    Minneapolis, MN

  • 8

    GS Investment Inc

    333 South 7th Street
    Minneapolis, MN

  • 9

    Heritage Capital Advisors, LLC

    225 South Sixth Street
    Minneapolis, MN

  • 10

    Marquette Asset Management

    60 South Sixth Street Ste 3700
    Minneapolis, MN

  • 11

    Minneapolis Portfolio Management Group, LLC

    80 South 8th Street
    Minneapolis, MN

  • 12

    Palisade Asset Management, LLC

    333 South Seventh Street
    Minneapolis, MN

  • 13

    RLC Business Services Inc

    220 South 6th Street, Suite 300
    Minneapolis, MN

  • 14

    Tealwood Management Inc

    1225 Ids Center
    Minneapolis, MN

  • 15

    Ulland Investment Advisors

    4550 Ids Center
    Minneapolis, MN

  • 16

    White Oaks Wealth Advisors Inc

    Ids Center, 80 South Eighth Street
    Minneapolis, MN

  • 17

    Windsor Financial Group LLC

    225 South 6th Street
    Minneapolis, MN

  • 18

    Longship Advisers, LLC

    100 N Sixth St
    Minneapolis, MN

  • 19

    Vector Wealth Management, LLC

    43 Main St SE
    Minneapolis, MN

  • 20

    Capital Formation Strategies Inc

    2550 University Ave
    St Paul, MN

  • 21

    Burr Oak Group Inc.

    Parkdale Plaza, Suite 426
    St Louis Park, MN

  • 22

    CTB Financial Services, LTD.

    5811 South Cedar Lake Road
    Saint Louis Park, MN

  • 23

    Wade Financial Group Inc

    5500 Wayzata Blvd
    Minneapolis, MN

  • 24

    Lenander Financial Advisory, Inc.

    6640 Lyndale Avenue South
    Richfield, MN

  • 25

    Cornerstone Wealth Advisors, Inc.

    240 Grandview Square
    Edina, MN

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