Top Professionals
Affiance Financial
Affiance Financial is an independent financial planning firm based in the Minneapolis area with a mission to improve lives through personalized financial services typically reserved for the ultra-wealthy. The company serves clients of various ages, backgrounds, and locations, using a comprehensive f...Read More
Capital Street Financial Services
Capital Street Financial Services is a St. Paul, Minnesota–based financial services firm that provides customized wealth management and financial planning solutions to individuals, professionals, business owners, educators, and public employees. The company delivers services including wealth managem...Read More
Clarified Wealth Management
Clarify Wealth Management, Inc. is a financial services firm headquartered in Cincinnati, Ohio, specializing in comprehensive wealth management founded on traditional Christian values of service and stewardship. The boutique practice serves a private client group with a focus on personalized financi...Read More
Clerestory Advisors, Inc.
Clerestory Advisors is a fee-only financial planning firm based in Bloomington, Minnesota, serving clients primarily in the Minneapolis–St. Paul area. The company specializes in helping couples, independent women, and young professional families prepare for retirement and achieve financial security....Read More
Dunncreek Advisors LLC
Dunncreek Advisors LLC is a fiduciary, fee-for-service financial planning firm based in St. Paul, Minnesota, founded by Richard Dunn in 2013. Dunncreek Advisors helps individuals and families transition from working life into retirement by providing personalized, advice-first services including reti...Read More
Greater Midwest Financial Group
Greater Midwest Financial Group, LLC is an SEC-registered investment adviser based in St. Paul, Minnesota that provides holistic, client-centered financial planning and wealth management services. The company delivers retirement planning, benefit planning, educational planning, estate and tax planni...Read More
Guardian Wealth Strategies Fiduciary & Financial Planning
Guardian Wealth Strategies, LLC is an independent, fiduciary investment firm based in Minneapolis, Minnesota, committed to providing fiduciary advice that is always in the best interest of its clients. The firm offers integrated financial planning services that coordinate investments, taxes, estate ...Read More
Hance Financial, LLC
Hance Financial, LLC, established in 2007 and based in Bloomington, Minnesota, is an independent financial firm dedicated to helping clients create and protect wealth through proactive, well-informed financial decisions. The company offers personalized financial planning tailored to clients' cash fl...Read More
Kyle Krusenstjerna - Northwestern Mutual
Kyle Krusenstjerna is a financial advisor affiliated with Northwestern Mutual, providing personalized financial planning and wealth management services. The company focuses on helping clients achieve their financial goals through tailored strategies that may include investment management, retirement...Read More
Merrill Lynch Financial Advisor Nneka Constantino
Merrill (Merrill Lynch), a wealth management affiliate of Bank of America, provides personalized investment advice and financial planning through a large network of financial advisors and advisor-matching tools. The company connects clients with advisors who deliver brokerage and advisory service...Read More