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Top Rated Financial Advisors in Minnesota

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Minnesota is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Minnesota with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Minnesota near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Schelhaas

Vector Wealth Management
Vector Wealth Management, a financial advisory firm, has been a Paladin Registry member since . Vector Wealth Management provides financial services to clients in the Minneapolis, Minnesota.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Louisiana
    • Minnesota
    • Missouri
    • Nebraska
    • New Hampshire
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Pennsylvania
    • South Dakota
    • Tennessee
    • Texas
    • Wisconsin
  • Investment Products for Commission: Not Applicable

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Thomas Fee

Vector Wealth Management
Thomas Fee is a financial fiduciary at Vector Wealth Management. Thomas Fee has been a Paladin Registry member since 2018 and serves clinets in Minneapolis, Minnesota.
Thomas Fee has 26 years of experience as Financial fiduciary.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Louisiana
    • Minnesota
    • Missouri
    • Nebraska
    • New Jersey
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Pennsylvania
    • South Dakota
    • Tennessee
    • Texas
    • Wisconsin

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Schelhaas

Vector Wealth Management
CFP®
Tyler Schelhaas is a financial fiduciary at Vector Wealth Management. Tyler Schelhaas has been a Paladin Registry member since 2018 and serves clinets in Minneapolis, Minnesota.
Tyler holds Certified Financial Planner and has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Louisiana
    • Minnesota
    • Missouri
    • Nebraska
    • New Jersey
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Pennsylvania
    • South Dakota
    • Tennessee
    • Texas
    • Wisconsin

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sharon Calhoun

Vector Wealth Management
CFP® AIF® ChFC®
Sharon Calhoun is a financial fiduciary at Vector Wealth Management. Sharon Calhoun has been a Paladin Registry member since 2018 and serves clinets in Minneapolis, Minnesota.

Sharon holds Certified Financial Planner , Accredited Investment Fiduciary , Chartered Financial Consultant certifications and has over 18 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Florida
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Louisiana
    • Minnesota
    • Missouri
    • Nebraska
    • New Jersey
    • New York
    • North Carolina
    • North Dakota
    • Oklahoma
    • Pennsylvania
    • South Dakota
    • Tennessee
    • Texas
    • Wisconsin

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • Charles Schwab
  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Trisha Qualy

Financially Fluent Advisors
Financially Fluent Advisors, a financial advisory firm, has been a Paladin Registry member since . Financially Fluent Advisors provides financial services to clients in the Minneapolis, Minnesota.
  • State Licences:
  • Financial Advice, Services for Fees: Minnesota
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: Minnesota

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Pershing Advisor Solutions
  • Pershing LLC
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tom Rippberger

Financially Fluent Advisors
CFP®
Tom Rippberger is a financial fiduciary at Financially Fluent Advisors. Tom Rippberger has been a Paladin Registry member since 2019 and serves clinets in Minneapolis, Minnesota.
Tom holds Certified Financial Planner and has over 20 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Minnesota
  • Investment Products for Commission: Minnesota
  • Insurance Products for Commission: Minnesota

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Pershing Advisor Solutions
  • Pershing LLC
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Trisha Qualy

Financially Fluent Advisors
CFP®
Trisha Qualy is a financial fiduciary at Financially Fluent Advisors. Trisha Qualy has been a Paladin Registry member since 2019 and serves clinets in Minneapolis, Minnesota.
Trisha holds Certified Financial Planner and has over 10 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: Minnesota
  • Investment Products for Commission: Minnesota

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Pershing Advisor Solutions
  • Pershing LLC
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Hogen

David Hogen
David Hogen is a financial fiduciary at David Hogen . David Hogen has been a Paladin Registry member since 2020 and serves clinets in Minneapolis, Minnesota.
David Hogen has 8 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
8 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

CTB Financial Services

CTB Financial Services
CFP® CPA
CTB Financial Services is a financial fiduciary at CTB Financial Services . CTB Financial Services has been a Paladin Registry member since 2021 and serves clinets in Minneapolis, Minnesota.

CTB Financial holds Certified Financial Planner , Certified Public Accountant certifications and has over 45 years of experience.

Additional Information:

Years of Experience:
45 Years

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

JEFFREY SCHUMACHER

JEFFREY SCHUMACHER
JEFFREY SCHUMACHER is a financial fiduciary at JEFFREY SCHUMACHER . JEFFREY SCHUMACHER has been a Paladin Registry member since 2021 and serves clinets in Saint Paul, Minnesota.
JEFFREY SCHUMACHER has 15 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Asset-Based Fee
  • Hourly Fee
  • Fixed Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

Top vetted financial advisors in Minnesota by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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