Find a Financial Advisor in Minneapolis
Customized Wealth Solutions in Central Minnesota and Beyond
Our financial advisors in Minneapolis help clients find their “why” and help them pursue their unique vision of freedom. We guide clients in defining and creating a path toward their goals and aspirations.
We proudly serve the Central Minnesota area with locations in Minneapolis, Paynesville and Little Falls, along with new locations coming soon.
Our office in Minneapolis is staffed with caring, knowledgeable professionals. As our team continues to grow, we proudly maintain a personal relationship with our clients. Our local team knows our clients and understands their unique needs.
WE ARE DEDICATED TO HELPING YOU FIND YOUR FREEDOM.
Financial Planning
Investment Management
Insurance Planning
Resources
3 Methods to Not Run Out of Money
What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
4 Mistakes People Make With Their First Million
Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.
HOW FAR ARE YOU
From Being Ready for Retirement?
Our Advisors
We proudly serve clients across the United States, including California (Indio, Redwood City), Colorado (Colorado Springs), Florida (Sarasota), Iowa (Huxley), Minnesota (Alexandria, Andover, Apple Valley, Arden Hills, Baxter, Becker, Blaine, Bloomington, Brooklyn Park, Buffalo, Burnsville, Cambridge, Champlin, Chanhassen, Chaska, Cohasset, Columbia Heights, Coon Rapids, Corcoran, Cottage Grove, Deerwood, Delano, Edina, Eden Prairie, Elk River, Eagan, Excelsior, Falcon Heights, Farmington, Forest Lake, Frederic, Fridley, Golden Valley, Ham Lake, Hastings, Hopkins, Hudson, Inver Grove Heights, Lake Elmo, Lakeville, Lancaster, Long Lake, Mahtomedi, Maple Grove, Maple Plain, Maplewood, Mendota Heights, Minnetonka, Minnetrista, Montrose, Mound, New Brighton, New Prague, Orono, Plymouth, Prior Lake, Ramsey, Richfield, Rogers, Rosemount, Savage, Shakopee, Shelby, Shoreview, Shorewood, Spring Lake Park, St. Bonifacius, St. Louis Park, St. Paul, Stillwater, Victoria, Waconia, Watertown, White Bear Lake, Woodbury, and Wyoming), Nebraska (Shelby), New Mexico (Albuquerque, Rio Rancho), North Carolina (Greenville, Oak Ridge), South Carolina (Fort Mill, Lancaster), Utah (Park City), Washington (Olympia), and Wisconsin (Frederic, Hudson, Madison).
Disclosures:
This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.