Minnetonka, MN Financial Advisor Office

Minnetonka

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Showing 22 advisor(s) and rep(s)

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Mitchell BeckerMitch’s financial planning practice specializes in working with Small Business Owners, Corporate Executives and Families, as these are the experiences he has lived and thrived in. His ability to connect with clients, understand their goals and challenges to build a comprehensive plan has allowed him to quickly become a tremendous resource and advocate for his clients.Visit my website

Expertise: Financial Planning, Business Risk Management, Business Valuation Planning, Retirement Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Minnetonka MN, 55305

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Jorgen DahlJorgen spent 8 years in South Dakota but moved back to be closer to family as he is a 6th generation farmer in south eastern Minnesota! Jorgen and his wife Elise spend much of their time outdoors staying active year-round. Together, they enjoy skiing in the winter and wake surfing in the summer. Separately, Jorgen is fond of racing motocross & snowbikes, fishing and, above all others, hunting.Visit my website

Expertise: Business Risk Management, Business Continuation Planning, Business Succession Planning, Disability Income Planning, Life Insurance Planning, Financial Planning, Employee and Executive Benefits Planning, Education Funding, Retirement Planning, Estate Planning, Business Valuation Planning, Investment Strategies, Private Client Services, Wealth Management, Long Term Care Planning

Languages: English

Location: Minnetonka MN, 55305

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Derek DaugaardEach of us has a different vision of what it means to be financially secure. My team and I will help you achieve, and bring clarity to, your financial goals through conversation and education on topics that are most relevant to you. Together, we’ll create a comprehensive plan that focuses on your hopes for the future, with a timeline aimed to keep you on track to achieving those goals.Visit my website

Languages: English

Location: Minnetonka MN, 55305

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Duncan FarisFaris Financial is a Dynamic Wealth Management Firm that specializes with clients on financial and tax efficient strategies. Our firm is the Strategic Thought Partner in your corner to bring forward the hindsight of our most successful clients to be the foresight on how to maximize Financial Planning potential for you today.Visit my website

Expertise: Financial Planning, Business Risk Management, Business Valuation Planning, Retirement Planning, Investment Strategies, Wealth Management, Long Term Care Planning, Life Insurance Planning, Estate Planning, Disability Income Planning

Languages: English

Location: Minnetonka MN, 55305

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Nick GerkenI enjoy working with great people and helping them achieve the financial freedom and comfort that allows them to spend quality time with their families.Visit my website

Expertise: Financial Planning, Disability Income Planning, Education Funding, Life Insurance Planning, Long Term Care Planning, Retirement Planning

Languages: English

Location: Minnetonka MN, 55305

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Johan Gjenvick Visit my website

Expertise: Financial Planning, Employee and Executive Benefits Planning, Business Succession Planning, Business Valuation Planning, Retirement Planning

Languages: English

Location: Minnetonka MN, 55305

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Larwin Kauffman

CFP®, CLU®, ChFC®

I have great passion for helping new and existing clients build a plan to achieve financial success. I specialize in comprehensive financial planning within the medical market (M.D., PharmD, DDS and DVM). I’m a native of Hayward, WI. I’m married to my lovely wife and we’ve been blessed with three energetic sons.Visit my website

Expertise: Financial Planning, Retirement Planning, Estate Planning, Education Funding, Disability Income Planning, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Minnetonka MN, 55305

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Brian Kelly

CLU®, ChFC®, RICP®, CASL®

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Expertise: Wealth Management, Financial Planning, Retirement Planning

Languages: English

Location: Minnetonka MN, 55305

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Kaytlyn KernsI'm dedicated to empowering individuals, families, and business owners to build financial security. As a woman in the LGBTQIA+ community, I'm committed to creating a safe space for all clients-especially women and LGBTQIA+ individuals-to openly discuss their financial goals, so they can focus on what matters most in life.Visit my website

Languages: English

Location: Minnetonka MN, 55305

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David Klein

CFP®, CLU®, ChFC®, RICP®

Clients deserve a plan that integrates all facets of their financial picture. As a CFP® professional, I believe clients are best-served by an advisor who provides advice based solely on a client’s best interest. Our clients are facing increased complexity in life and are looking for guidance around managing wealth, mitigating risk, & saving money tax-efficiently.Visit my website

Expertise: Financial Planning, Retirement Income Planning, Fee-Based Financial Planning, Wealth Management, Investment Strategies, Estate Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Minnetonka MN, 55305

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