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Find Best Financial Advisors in Woodbury, Minnesota

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 Woodbury is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Woodbury & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Woodbury?

Looking for a qualified financial advisor in Woodbury? We can help you by narrowing down your options & listing the best financial advisors in Woodbury as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Woodbury near you with the list of certified and vetted Woodbury financial advisors.

List of Qualified Financial Advisors in Woodbury, Minnesota

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John Severy Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

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Peter Fleming

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury, MN 55125

952-283-7453

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Vector Wealth Management

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

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Anthony Price

Total Wealth Advisors LLC

809 mainstreet

Hopkins, MN 55343

612-817-3727

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441

888-236-9777

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Pradeep Sukhani

LPL Financial

Two Carlson Pkwy N, Suite 165

Plymouth, MN 55447

763-257-9796

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Amanda Cooney

Evergreen Financial Group

3161 Fernbrook Lane

Plymouth, MN 55447

612-339-5352

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Jon Hemmesch

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove, MN 55311

763-265-3979

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Brady Zwiefelhofer

Thrivent Financial

705 Bay Street Suite 2D

Chippewa Falls, WI 54729

715-514-1540

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PINE GROVE FINANCIAL GROUP
635 Bielenberg Dr. Suite 210, Woodbury, MN 55125
308193 $626,206,273 3074 A percentage of AUM
Fixed fees
Other (CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISORS)
BALLAST ADVISORS, LLC
683 Bielenberg Drive, Suite 208 Woodbury, MN 55125
285991 $528,925,545 2601 A percentage of AUM
Fixed fees
Commision Based
LEGACY WEALTH
683 Bielenberg Drive, Suite 101 Woodbury, MN 55125
306732 $408,621,818 831 A percentage of AUM
Fixed fees
RELEVE FINANCIAL GROUP
724 Bielenberg Drive, #2 Woodbury, MN 55125
285243 $226,781,027 1463 A percentage of AUM
ENSPYRE WEALTH ADVISORS, INC.
724 Bielenberg Dr., Suite 144 Woodbury, MN 55125
300992 $157,726,332 280 A percentage of AUM
Hourly charges
Fixed fees
TRUE VISION FINANCIAL ADVISORS
7616 Currell Boulevard, Suite 220 Woodbury, MN 55125
322783 $0 0 A percentage of AUM

Additional Financial Advisors in Minnesota

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Pete Lewis
Inquire with Pete
683 Bielenberg Dr, Ste 206 Woodbury, MN 55125 651-330-4517
GT Financial Advisors
Inquire with GT
539 Bielenberg Drive, Suite 100 Woodbury, MN 55125 651-633-9131
Ballast Advisors
Inquire with Ballast
683 Bielenberg Dr., Suite 208 Woodbury, MN 55125 651-478-4644
Keith J. Van Dell Waypoint Wealth Group
Inquire with Keith
710 Commerce Dr, #140 Woodbury, MN 55125 651-226-6352
Clear Wealth
Inquire with Clear
652 Bielenberg Drive, Suite 201 Woodbury, MN 55125 612-446-3742
Pursuit Wealth Management
Inquire with Pursuit
652 Bielenberg Drive, Suite 201 Woodbury, MN 55125 612-695-4624
Paul Parnell
Inquire with Paul
683 Bielenberg Dr., Suite 208 Woodbury, MN 55125 651-478-4644
Edward Jones
Inquire with Edward
2165 Woodlane Drive, #103 Woodbury, MN 55125 651-739-6008
Edward Jones
Inquire with Edward
8360 City Centre Drive, Ste 105 Woodbury, MN 55125 651-578-6932
Edward Jones
Inquire with Edward
2155 Woodlane Dr, #102 Woodbury, MN 55125 612-286-0189

Frequently Asked Questions

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.

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.

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.

How much money should I 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.

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.

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