Top Wealth Advisors in Greater Minneapolis-St. Paul Area

Jonathan (J.J.) Slag

Wealth Advisor / Project Manager

Greater Minneapolis-St. Paul Area

Wealth Advisor / Project Manager

Executive Director / Teaching Pastor

Bethel University

North Central University

Recommendations: 0

Volunteer Management

Public Speaking

Fundraising

Non-profits

Event Planning

Team Building

Staff Development

Community Outreach

James Clemensen, CFP®

Wealth Advisor

Greater Minneapolis-St. Paul Area

Wealth Advisor

Financial Advisor

University of Minnesota Duluth

Eastview High School

Recommendations: 0

Dan Wrigley

Senior Vice President, Regional Investment Manager

Greater Minneapolis-St. Paul Area

Senior Vice President, Regional Investment Manager

Wealth Advisor

Senior Portfolio Manager

Investment Associate

University of Washington

St. Olaf College

Recommendations: 0

Wealth Management

Portfolio Management

Investments

Asset Management

Retirement Planning

Estate Planning

Asset Allocation

Risk Management

d****[email protected]

Anthony Bolstorff, CFP

Integrated Wealth Advisor

Greater Minneapolis-St. Paul Area

Integrated Wealth Advisor

Arizona State University

St. Olaf College

Recommendations: 0

Estate Planning

Portfolio Management

Retirement

Retirement Planning

Investments

Investment Advisory

t*****@carlsoncap.com

Tim Biekkola

Private Wealth Advisor

Greater Minneapolis-St. Paul Area

Private Wealth Advisor

University of Wisconsin-Stevens Point

Kaukauna High School

Recommendations: 0

Bryan Sweet

Wealth Advisor

Greater Minneapolis-St. Paul Area

Wealth Advisor

Wealth Advisor, specializing in retirement distribution planning, Creator of The Dream Architect

The American College in Bryn Mawr

Minnesota State University, Mankato

Recommendations: 0

Estate Planning

Investment Management

Financial Planning

401k

Investments

Investment Advisory

Wealth

Retirement Planning

b****[email protected]

b*****@sweetfinancial.com

Broderick Anderson

Wealth Advisor Assistant

Greater Minneapolis-St. Paul Area

Wealth Advisor Assistant

University of Minnesota-Twin Cities

Recommendations: 0

Microsoft Office

Photoshop

Creative Writing

Editing

Organization & prioritization skills

Highly detail oriented

Customer Service

Salesforce.com

a****[email protected]

John Schutz

Senior Vice President and Wealth Advisor

Greater Minneapolis-St. Paul Area

Senior Vice President and Wealth Advisor

The University of Chicago - Booth School of Business

University of Saint Thomas

University of Minnesota-Twin Cities

St. Thomas Academy

Recommendations: 0

Wealth Management

Investments

Risk Management

Debt Management

Insurance

Strategic Financial Planning

Retirement Planning

Mutual Funds

Jill Lawrence, CFP®, CLTC

Private Wealth Advisor

Greater Minneapolis-St. Paul Area

Private Wealth Advisor

Hamline University

Recommendations: 0

John Falldin

Senior Vice President / Wealth Advisor

Greater Minneapolis-St. Paul Area

Senior Vice President / Wealth Advisor

University of Minnesota - Carlson School of Management

Recommendations: 0

Chris Mongeon, CFP

Wealth Advisor

Greater Minneapolis-St. Paul Area

Wealth Advisor

Regional Sales Director - New York Metro, New Jersey

National Sales Consultant

Financial Advisor - Advisor Coach

The University of North Dakota

Certified Financial Planner Board of Standards, Inc

College for Financial Planning

The American College

Recommendations: 0

Financial Planning

Retirement Planning

Insurance

Divorce Financial...

Saving for Education

Relationship Management

Personal Financial...

Certified Financial...

Tyler Engbrecht

Wealth Planner

Greater Minneapolis-St. Paul Area

Wealth Planner

Wealth Planning Productivity Consultant

Advanced Planning/Client Services

Portfolio Management Group

Wealth Advisor

Wealth Manager

Director of Wealth Management

Minnesota State University, Mankato

Beulah High School

Recommendations: 0

Linda Zimmerman, CFP

Private Wealth Advisor

Greater Minneapolis-St. Paul Area

Private Wealth Advisor

College for Financial Planning

Winona State University

Recommendations: 0

Fixed Annuities

Securities

Retirement Planning

Estate Planning

Finance

Series 7

l****[email protected]

Cheryl Coombs

Relationship Manager

Greater Minneapolis-St. Paul Area

Relationship Manager

Principal

Senior Wealth Advisor

Wealth Advisor

Senior

St. Cloud State University

Recommendations: 0

CPA

CFP

Financial Planning

Tax

Tax Preparation

Estate Planning

Risk Management

Financial Analysis

David Sayers, CFP®, CLU®, MBA

Wealth Advisor

Greater Minneapolis-St. Paul Area

Wealth Advisor

Financial Advisor

Marketing Development

Product Manager

Certified Financial Planner Board of Standards, Inc.

The American College

University of Minnesota - Carlson School of Management

University of Minnesota-Twin Cities

Stillwater Area High School, Stillwater, MN

Recommendations: 0

d****[email protected]

Patrick J Hagan CFP®, ChFC®

Private Wealth Advisor

Greater Minneapolis-St. Paul Area

Private Wealth Advisor

Recommendations: 0

p****[email protected]

Matthew Rich, JD

Associate Integrated Wealth Advisor

Greater Minneapolis-St. Paul Area

Associate Integrated Wealth Advisor

Board Member

Attorney

IT Student Support Specialist

Customer Service

William Mitchell College of Law

Gustavus Adolphus College

Recommendations: 0

Nonprofits

Contract Negotiation

Business Law

Financial Planning

Real Estate Law

Estate Planning

m****[email protected]

Dan Stella, CFP®, ChFC®

Private Wealth Advisor

Greater Minneapolis-St. Paul Area

Private Wealth Advisor

Western Michigan University - Haworth College of Business

Recommendations: 0

d****[email protected]

Todd Gillingham

Wealth Advisor

Greater Minneapolis-St. Paul Area

Wealth Advisor

Partner/Field Management

Assistant VP

Tax Attorney

William Mitchell College of Law

Gustavus Adolphus College

Recommendations: 0

Wealth Management

Investments

Financial Planning

Retirement Planning

Insurance

Investment Strategies

Estate Planning Strategies

Charitable Planning Strategies