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11 Top Rated
Financial Advisors in Minnesota

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Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Scott Oeth

Cahill Financial Advisors
CFP® ChFC®
Scott Oeth, a financial fiduciary has been a Paladin Registry member since 2005. Scott holds the Certified Financial Planner , Chartered Financial Consultant certifications and has over 19 years of experience. Scott provides financial services to clients in the Edina, Minnesota area.
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Paladin Certified

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).

Nate Wenner

Wipfli Hewins Investment Advisors
CFP® CPA CIMA® PFS
Nate Wenner, a financial fiduciary has been a Paladin Registry member since 2004. He is the owner of Wipfli Hewins Investment Advisors. Nate holds the Certified Financial Planner , Certified Public Accountant , Certified Investment Management Analyst , Personal Financial Specialist certifications and has over 22 years of experience. Nate provides financial services to clients in the Edina, Minnesota area.
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Paladin Registry 5 Stars

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

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

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).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Certified

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).

Bob Lawson

Vector Wealth Management
Vector Wealth Management, a financial fiduciary has been a Paladin Registry member since 2018. Firm provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Certified

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).

Robert Lawson

Vector Wealth Management
CFP® CPA MBA
Robert Lawson, a financial fiduciary has been a Paladin Registry member since 2018. Robert holds the Certified Financial Planner , Certified Public Accountant , Master Business Administration certifications and has over 18 years of experience. Robert provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Certified

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, a financial fiduciary has been a Paladin Registry member since 2018. Thomas provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Certified

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, a financial fiduciary has been a Paladin Registry member since 2018. Tyler holds the Certified Financial Planner certifications and has over 15 years of experience. Tyler provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Certified

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, a financial fiduciary has been a Paladin Registry member since 2018. Sharon holds the Certified Financial Planner , Accredited Investment Fiduciary , Chartered Financial Consultant certifications and has over 18 years of experience. Sharon provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Registry Member

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 fiduciary has been a Paladin Registry member since 2019. Firm provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Registry Member

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, a financial fiduciary has been a Paladin Registry member since 2019. Tom holds the Certified Financial Planner certifications and has over 20 years of experience. Tom provides financial services to clients in the Minneapolis, Minnesota area.
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Paladin Registry Member

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, a financial fiduciary has been a Paladin Registry member since 2019. Trisha holds the Certified Financial Planner certifications and has over 10 years of experience. Trisha provides financial services to clients in the Minneapolis, Minnesota area.

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