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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in North Dakota involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in North Dakota?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in North Dakota to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best North Dakota financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in North Dakota

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Chris Siverson

LPL Financial

3050 Sienna Drive South Suite 100

Fargo, ND 58104

701-282-3100

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Rod Schauer

Complete Investment Advisory LLC

3211 Fiechtner Dr
Suite 6

Fargo, ND 58103

701-277-9392

List of Additional Financial Advisors in North Dakota*

* Additional advisor listing is provided in partnership with Yext

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Steve K. Anderson - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7552

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Starion Bank

601 Main Ave.

Oakes, ND 58474
701-742-2112

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Starion Bank

333 N 4th St.

Bismarck, ND 58502
701-223-6050

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Scott M Kadlec - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7553

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Edward Jones - Financial Advisor: Garrett Kunz

125 Slate Dr
Suite 3

Bismarck, ND 58503
701-224-0153

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Edward Jones - Financial Advisor: Douglas J Rolfson, AAMS®

104 Prospect St SE
Suite 120

Watford City, ND 58854
701-444-4160

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Starion Bank

1300 Skyline Blvd.
Suite 101

Bismarck, ND 58503
701-250-1540

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Starion Bank

101 1st St SE

Rolla, ND 58367
701-477-8890

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Kyle Pederson - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2405

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First Command Financial Advisor - DeDe Phyu

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

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Mills Investment Planning Inc.

4501 Coleman Street
Suite 208

Bismarck, ND 58503
701-530-0179

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New York Life North Dakota General Office

2000 44th Street South
Suite 501

Fargo, ND 58103
701-237-4311

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Mark Cullen - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3331

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Thoreson Steffes Trust Company

210 Broadway N.
Suite 400

Fargo, ND 58102
701-478-3344

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Edward Jones - Financial Advisor: Jacob Manuel

1007 24th Street West
Suite 101

Williston, ND 58801
701-572-8707

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Patrick McGrath - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2412

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Morgan Stanley Financial Advisors

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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RPM Advisors, LLC

1133 D Harwood Drive South

Fargo, ND 58104
701-205-1594

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Principal

4334 18th Avenue S.
Suite 103

Fargo, ND 58103
701-277-9458

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TruWealth Financial

125 Main Street
Suite 250

Williston, ND 58801
701-774-0000

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Landowner Exchange

125 Main Street
Suite 250

Williston, ND 58801
833-526-3696

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First Command Financial Advisor - Olga Bell

900 North Broadway
Suite 120

Minot, ND 58703
701-839-6669

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The Wurzer Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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David E. Nash - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7562

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Morgan Stanley Financial Advisors

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

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Chase Lako - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-222-7561

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Ron Schmidt Investment Group

683 State Avenue
Suite H

Dickinson, ND 58601
701-483-1100

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Mathew James Rustad - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3346

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John Fischer - UBS Financial Services Inc.

51 Broadway

Fargo, ND 58102
701-476-3327

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West Dakota Group - Morgan Stanley

4207 Boulder Ridge Rd
Ste 250

Bismarck, ND 58503
701-223-0135

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The Red River Group - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2400

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The DeTienne Mercil Group - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7680

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John Swallers, Washington National Agent

2629 20th St NW

Minot, ND 58703
701-240-5943

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Steven Wurzer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2420

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Peter C Hovey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2410

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Chad H. DeTienne - Morgan Stanley

3105 South Washington
Ste A

Grand Forks, ND 58201
701-795-7683

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Molly Rohrer - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2431

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Robert Whitman II, Washington National Agent

305 23rd Ave N

Fargo, ND 58102
715-928-1127

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Kevin J DeKrey - Morgan Stanley

2000 44th St South
Ste 402

Fargo, ND 58103
701-492-2413

* Additional advisor listing is provided in partnership with Yext

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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