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Find The Best Financial Advisors in Osseo, Minnesota

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Osseo is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Osseo & pick the one as per your needs

How To Find The Best Financial Advisors in Osseo, Minnesota
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Osseo, Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 15 non-vetted financial advisors in Osseo, Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Osseo, Minnesota have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Osseo, Minnesota

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

Jordan DeBoer

Calibration Financial

120 Central Ave N
Ste A

Milaca, MN 56353

320-362-6002

Top Financial Advisor Firms in Osseo, Minnesota (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC 11324 86th Avenue North, Maple Grove, MN, 55369	110372	$266,711,025	580	A percentage of AUM, Fixed fees
MAGNETIC NORTH ADVISORS 6900 Wedgwood Road N, Suite 465 Maple Grove, MN, 55311	309628	$216,602,190	810	A percentage of AUM, Fixed fees
MHS ADVISORY SERVICES, LLC 11330 86th Avenue North, Maple Grove, MN, 55369	174590	$203,187,092	1023	A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY REFERRAL FEES)
WIXON ADVISORS, INC. 6439 Sycamore Court North, Maple Grove, MN, 55369	115306	$111,848,839	513	A percentage of AUM, Fixed fees, Commision Based

Additional Financial Advisors in Osseo, Minnesota

* Additional advisors listing is provided in partnership with Yext

Financial Advisor	Office Location	Phone Number
Andrew Schneider Inquire with Andrew	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-8216
AdvisorNet Financial Partners Inquire with AdvisorNet	7373 Kirkwood Court, Suite 300 Maple Grove, MN 55369	763-315-8000
John Crosland Inquire with John	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-8225
OwnPath Wealth Advisors Inquire with OwnPath	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-1211
Keith Josewski Inquire with Keith	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-8219
Gregory Josewski Inquire with Gregory	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-1211
Jason Bauerly Inquire with Jason	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-488-9595
Matthew Borchert Inquire with Matthew	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-8204
Matthew Pederson, Washington National Agent Inquire with Matthew	1409 Arbor Lakes Parkway, Apt 1409 Maple Grove, MN 55369	218-639-1045
Bradley Harder Inquire with Bradley	11671 Fountains Dr, Ste 215 Maple Grove, MN 55369	763-416-8213

Select other cities around Osseo, Minnesota to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

How can I pick a good financial advisor?

What's the difference between a financial planner and a financial advisor?

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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Find The Best Financial Advisors in Osseo, Minnesota

How To Find The Best Financial Advisors in Osseo, MinnesotaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Osseo, Minnesota

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

Vector Wealth Management

Vector Wealth Management

Jordan DeBoer

Calibration Financial

Top Financial Advisor Firms in Osseo, Minnesota (Ranked by AUM)

Additional Financial Advisors in Osseo, Minnesota

Select other cities around Osseo, Minnesota to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Osseo, Minnesota
Last Updated - 13-Jun-2023

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