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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.

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Andrew Michaelides

Pinnacle Financial Advisors
Andrew Michaelides, a financial fiduciary, provides financial services to clients in the Otsego, Minnesota area. Andrew has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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John Severy Hoven

Oracle Financial Planners LLC
MBA, CFP®
John Severy Hoven, a financial fiduciary, provides financial services to clients in the Saint Paul, Minnesota area. John holds a MBA, CFP® certification. John has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Fidelity Institutional

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Kyle Kalkbrenner

Thrivent
CLTC®, CEPA®
Kyle Kalkbrenner, a financial fiduciary, provides financial services to clients in the Litchfield, Minnesota area. Kyle holds a CLTC®, CEPA® certification. Kyle has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

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Steven Farrell

Lpl
PPC, CMFC®
Steven Farrell, a financial fiduciary, provides financial services to clients in the Rochester, Minnesota area. Steven holds a PPC, CMFC® certification. Steven has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC
CFA®
Joe Schwarz, a financial fiduciary, provides financial services to clients in the Minneapolis, Minnesota area. Joe holds a CFA® certification. Joe has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Name(s) of Custodian(s):
    Fidelity Investments

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Jordan DeBoer

Calibration Financial
AWMA®, CFP®
Jordan DeBoer, a financial fiduciary, provides financial services to clients in the Milaca, Minnesota area. Jordan holds a AWMA®, CFP® certification. Jordan has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Josh Decker

EFS Advisors
CFP®
Josh Decker, a financial fiduciary, provides financial services to clients in the Burnsville, Minnesota area. Josh holds a CFP® certification. Josh has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
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Shaun Marline

Marline & Associates LLC Wealth Management
Shaun Marline, a financial fiduciary, provides financial services to clients in the Duluth, Minnesota area. Shaun has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Asset Requirement: $50,000

    Financial Services Provided:

  • Retirement Planning
  • Risk Management
  • Education Funding and Planning
  • Tax Advice and Services
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Affiance Financial

CFP®, CPWA®, CLU®, BFA, AIF®, ChFC®
Affiance Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the St. Louis Park, Minnesota area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    Charles Schwab

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Bernicke Wealth Management

CFP®
Ty Bernicke, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Woodbury, Minnesota area.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Vector Wealth Management

CFP®
Vector Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2017 and provides financial services to clients in the Minneapolis, Minnesota area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Education Funding and Planning
  • Financial Planning for Businesses
  • Investment Advice & Management
  • Tax Advice and Services
  • Estate Planning & Trusts

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