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Showing 1 - 12 of 17 results
MAIRS AND POWER, INC.
MAIRS AND POWER, INC.
St. Paul, Minnesota
11-50 employees
Mairs & Power is an SEC registered investment advisor founded in 1931. We offer individually managed accounts, mutual funds and an ETF for investors of all sizes.
Retirement Benefits Rank
Top Benefits
JNBA FINANCIAL ADVISORS, LLC.
JNBA FINANCIAL ADVISORS, LLC.
Minneapolis, Minnesota
11-50 employees
Minneapolis, Minn.-based JNBA Financial Advisors is an independent, fee-only wealth management firm that specializes in client-focused asset management and financial planning for discerning achievers. We strive to inspire confidence and contribute to your financial well-being by providing the best care to every client through highly personalized and integrated wealth management expertise and advocacy. More than a mission statement, it’s a partnership promise. One we stake our record, our ratings, our reputation, and our remarkable client retention rate (97% since tracking began in 2001) on. Considering the fact that financial relationships tend to be both complex and interdependent, we believe that truly effective wealth management must be continuous, comprehensive, and perfectly coordinated. At JNBA, we pledge to mentor your money and guide every mile of your wealth journey, from initial assessment, to retirement planning, to investment and risk management, to tax and estate planning – while always looking at success through your eyes and your eyes alone. That’s the JNBA way. For more information, visit www.JNBA.com.
Retirement Benefits Rank
Market Competitive
STONEBRIDGE CAPITAL ADVISORS LLC
STONEBRIDGE CAPITAL ADVISORS LLC
St. Paul, Minnesota
11-50 employees
Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high net worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships. Our founders structured Stonebridge as a Limited Liability Corporation (LLC) to maintain control of the firm through employee ownership. Today, Stonebridge is majority-owned by its employees and board of directors, with $1.7 billion in assets under management.
Retirement Benefits Rank
Top Benefits
PRAIRIEVIEW PARTNERS LLC
PRAIRIEVIEW PARTNERS LLC
St Paul, Minnesota
11-50 employees
PrairieView Partners, LLC is a locally owned, independent, fee-only, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states. The founding partners established PrairieView Partners to fulfill a purpose that was not, in their view, being adequately met in the marketplace. Individuals with net worths between $2 million and $15 million – their target market – have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination. Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. Their goal is to serve as the central point of communication for their clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Retirement Benefits Rank
Top Benefits
YUKON PARTNERS MANAGEMENT, LLC
YUKON PARTNERS MANAGEMENT, LLC
Bloomington, Minnesota
11-50 employees
Yukon Partners provides mezzanine capital to middle market businesses with a focus on transactions controlled by private equity sponsors. The transactions include buyouts, recapitalizations, and acquisitions. Our investments take the form of subordinated debt, preferred equity, and minority common stock.
Retirement Benefits Rank
Top Benefits
TRADITION WEALTH MANAGEMENT, LLC
TRADITION WEALTH MANAGEMENT, LLC
Edina, Minnesota
11-50 employees
Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the financial goals of our clients. We are committed to helping people navigate and enhance their financial situation in a consultive way. Our greatest asset is the trust of our clients and we are often considered their personal CFO. We work diligently and set rigorous goals to build and preserve their wealth and drive positive financial results. We are an independent firm and are 100% employee-owned. This ensures that we provide unbiased wealth planning with no allegiances to any one firm, product or service. This allows us to meet the unique financial goals of each client with the highest level of integrity. We manage our clients’ financial wellbeing as we do our own – respectfully and professionally. Advisory Services offered through Tradition Wealth Management, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, a Registered Broker / Dealer and Member of FINRA and SIPC. Tradition Wealth Management, LLC, is independent of Concourse Financial Group Securities, Inc.
Retirement Benefits Rank
Top Benefits
MARKS GROUP WEALTH MANAGEMENT
MARKS GROUP WEALTH MANAGEMENT
Minnetonka, Minnesota
11-50 employees
As a Registered Investment Advisory firm, we have a fiduciary responsibility. We manage your investments and provide you with financial advice, with your best interests always as our highest priority. Our firm is independent, our employees are owners, and our advisors are fiduciaries. This combination leads to a culture of collaboration, fewer conflicts of interest, and a promise of accountability to you from the moment we meet. You’ll have a powerful group of smart people on your side because every Marks Group team member collaborates on your behalf. We conduct our own research, build our own portfolios, and design and implement strategies based on your specific priorities. Investment Advice offered through Marks Group Wealth Management, a Registered Investment Advisor.
Retirement Benefits Rank
Top Benefits
BIRCHWOOD FINANCIAL PARTNERS INC
BIRCHWOOD FINANCIAL PARTNERS INC
Edina, Minnesota
11-50 employees
Birchwood Financial Partners Inc. launched in 1990 with a vision to help clients improve their quality of life. This vision is realized every time our clients feel a sense of fulfillment and abundance from living on purpose, knowing their money is working for them and expanding their potential.
Retirement Benefits Rank
Market Leading
ALL STAR FINANCIAL
ALL STAR FINANCIAL
Bloomington, Minnesota
11-50 employees
Build Wealth. Retain Wealth. All Star Financial is passionate about providing a safer way to a successful retirement for people who are serious about their money but uncertain about how to nurture it. The thought behind All Star is simple — you’ve got a life: a career, a family, a future. Success brings wealth, but managing wealth can be a job in itself — a job requiring a different set of skills than you probably used to acquire your wealth. With your family’s future security at stake, managing your investment portfolio deserves constant, expert attention. With any investment strategy there is a certain degree of risk, but All Star believes in keeping your level of risk low. Using the Nobel Prize-winning Modern Portfolio Theory as a core philosophy with other risk reduction tools, the All Star philosophy is designed to maximize effectiveness and minimize risk. The bottom line results of the All Star process are best summarized in a simple phrase oft used by President Bob Klefsaas — “it’s not how much you make – it’s how much you keep”. Your portfolio is managed to help reduce risk in nearly every type of economic cycle. After all, the overall goal is for you to experience emotional and financial peace, free from volatility.
Retirement Benefits Rank
Market Leading
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC.
Edina, Minnesota
11-50 employees
Cahill Financial Advisors, Inc. est. 1980, is an independent, fee-only wealth management firm. We provide comprehensive financial planning, financial consulting and investment management services for individuals, families and small businesses. Why Choose Us: Team Approach. Our experienced advisory team and staff hold CFP®, CPA, CDFA, MBA, CFS and ChFC credentials. Our clients are integral team members, and their concerns and desires are fundamental in crafting our advice. Comprehensive Strategies. We can offer a comprehensive view of our clients'​ financial situation when making recommendations and providing strategies. Independence. We are not representatives of any bank, brokerage or insurance company. Given our independent status, we are not restricted to any proprietary products or research. Fee-Only. In an effort to eliminate or mitigate conflicts of interest, we are paid only by our client. No commissions are earned on financial products and we do not receive referral fees from insurance companies or other professionals to whom we make referrals. All fees are fully disclosed in our advisory agreements. Fiduciary Standard. Cahill Financial Advisors, Inc. is an SEC Registered Investment Advisor (RIA). As such, we act as a fiduciary for our clients, which requires us to always act in our clients best interest. Non-RIA brokers or agents are not held to this same fiduciary standard.
Retirement Benefits Rank
Market Competitive
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NEPSIS, INC.
NEPSIS, INC.
Minneapolis, Minnesota
11-50 employees
Welcome home to Nepsis, Inc., where Investing With Clarity® is at the heart of our belief system. Success in investing, as in life, is the result of absolute clarity. Clarity demands both honesty and competence. Nepsis is a Greek word that means clarity and it is engrained in our four keys for successful investing: a sound investment philosophy, time-tested investment strategy, flexibility and transparency. When you Invest With Clarity®, you have better wealth and a better life. We are honored to share our investment methodology, belief system, and the investment lessons we have learned over 20+ years with our clients, colleagues, and friends. Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor
Retirement Benefits Rank
Top Benefits
DISCOVERY FINANCIAL CENTERS, INC.
DISCOVERY FINANCIAL CENTERS, INC.
Red Wing, Minnesota
11-50 employees
Established in 1992, Discovery Financial is comprised of 18 advisors in 9 locations across the southern Twin Cities Metro area, southeastern Minnesota, and western Wisconsin. Headquartered in Red Wing, MN, Discovery Financial is a leading OSJ with LPL Financial. Our mission is to be the firm of choice for people seeking personal financial advice and wealth management—and we want advisors to join us. Our job is to deliver results for not only our clients but also our advisors. We have learned over the years that challenges are better met as a team than on our own. We are here to help you effectively manage the next step in your business whether that is transition, growing your practice, or planning your succession strategy. In addition to the knowledge and support of Discovery Financial, we also bring the expertise, size, and scale of LPL Financial. Joining more than 16,000 other LPL advisors may seem overwhelming, but we help our advisors navigate the process with personalized assistance, communications, and access to resources available through our partnership with LPL. E-mail Cody Buck at [email protected] or call 651-388-9594 to learn more about how joining Discovery Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK,AL,AR,AZ,CA,CO,CT,FL,GA,HI,IA,ID,IL,IN,KS,KY,MA,MD,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TN,TX,VA,WA,WI,WV See more at: http://www.discoveryfinancial.com/
Retirement Benefits Rank
Market Competitive