Directory for financial advisors and representatives

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Showing 157 advisor(s) and rep(s)

Matt Anagnostou

CLU®, ChFC®, CASL®, RICP®

Matt is a Wealth Management Advisor with the Northwestern Mutual Wealth Management Company and has been with Northwestern Mutual for 35 years, contracted in 1988. He started his career with NM in San Francisco, CA, where he was born and raised. He now is in Mendota Heights, MN with Northwestern Mutual, where he has been for the last 23 years. He lives in Eagan, MN.Visit my website

Expertise: Fee-Based Financial Planning, Retirement Planning, Long Term Care Planning, Life Insurance Planning, Investment Strategies, Private Client Services, Trust Services

Languages: English

Location: Mendota Heights MN, 55120

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Mark AndersenVisit my website

Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Rochester MN, 55902

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Ben Bartusek

ChFC®, CFP®, CLU®

We are here to be a GPS on your journey of life helping to guide you and advocate for your financial future so that you can live your most meaningful life. Our ideal clientele is pre-retirees who seek tax efficiency & preserve legacy, and emerging affluent professionals who are forward thinkers valuing freedom. Our brand is built on achieving dreams relentlessly with wisdom & authenticity.Visit my website

Expertise: Financial Planning, Retirement Planning, Business Continuation Planning, Business Succession Planning, Business Valuation Planning, Employee and Executive Benefits Planning, Special Needs Planning, Estate Planning, Education Funding

Languages: English

Location: Mankato MN, 56001

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Bradley Baune

CLU®, ChFC®

Baune Financial is a team of 20 based in Minneapolis delivering Financial Security planning for clients throughout the US. We have chosen to make our primary focus the partners and principals of the Big 4 professional service firms: Deloitte, EY, KPMG and PWC. Brad Baune aligned with Northwestern Mutual in 1983 and has one of the top teams in the company.Visit my website

Expertise: Disability Income Planning, Investment Strategies, Financial Planning, Estate Planning, Trust Services, Life Insurance Planning, Retirement Income Planning, Retirement Planning, Wealth Management, Private Client Services

Languages: English

Location: Mendota Heights MN, 55120

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Kyle Baune

CFP®

Visit my website

Languages: English

Location: Mendota Hts MN, 55120

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Greg Baune

CLU®

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future. Let me help you ensure your financial future is all you want it to be.Visit my website

Expertise: Financial Planning, Business Succession Planning, Estate Planning, Retirement Planning, Wealth Management, Investment Strategies, Disability Income Planning, Education Funding, Long Term Care Planning, Special Needs Planning, Life Insurance Planning

Languages: English

Location: Mendota Heights MN, 55120

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Shane BeamanI specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long term relationship with a financial professional. My team and I focus on tax efficient wealth accumulation strategies that place our clients and their families in positions of success. Our goal is to create a life by design and not by default for our clients.Visit my website

Expertise: Financial Planning, Retirement Planning, Investment Strategies, Education Funding, Life Insurance Planning

Languages: English

Location: Golden Valley MN, 55416

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Kasey Bean

RICP®

I specialize in working with driven, successful professionals looking for financial education, a comprehensive plan and a long term relationship. My team and I focus on tax efficiency, wealth preservation and legacy planning. Our goal is to help our clients build a strong financial foundation and learn what is possible.Visit my website

Languages: English

Location: Winona MN, 55987

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Caden BergerVisit my website

Expertise: Financial Planning, Investment Strategies, Estate Planning, Education Funding, Retirement Planning

Languages: English

Location: Altoona WI, 54720

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