Wealth Management Firms Hopkins MN

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Hopkins, MN. We have compiled a list of businesses and services around Hopkins, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Rod Roath
Money Matters, Inc.
(952) 935-0707
5666 Lincoln Drive
Minneapolis, MN
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Jerry Wade
Wade Financial Group Inc.
(763) 797-9577
5500 Wayzata Blvd
Minneapolis, MN
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Planning Concerns for Corporate Executives, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS

Robert Smrekar
Wade Financial Group Inc.
(763) 797-9577
5500 Wayzata Blvd
Minneapolis, MN
Expertises
High Net Worth Client Needs, Planning Concerns for Corporate Executives, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Kathleen Longo
Accredited Investors, Inc.
(952) 841-2222
5200 West 73rd Street
Edina, MN
Expertises
Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CAP, CFP®

Dana Hornquist
Hornquist Financial
(952) 856-4896
3601 Minnesota Drive, Suite 800
Edina, MN
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, Advising Medical Professionals, Hourly Financial Planning Services, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Dana Hornquist
Hornquist Financial
(952) 856-4896
5775 Wayzata Blvd., Suite 700
Saint Louis Park, MN
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, High Net Worth Client Needs, Advising Medical Professionals, Hourly Financial Planning Services, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Laurie Laner
Financial Designs, Inc.
(952) 843-0300
5354 Parkdale Drive Suite 106
Minneapolis, MN
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Estate & Generational Planning Issues, Ongoing Investment Management, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®

Richard Epple
Epple Financial Advisors, LLC
(952) 470-5049
1000 Twelve Oaks Center Dr., Suite 101
Wayzata, MN
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Timothy Brown
Brown Wealth Management, LLC
(952) 303-6715
12100 Singletree Lane
Eden Prairie, MN
Expertises
Retirement Planning & Distribution Rules, High Net Worth Client Needs, Middle Income Client Needs, Socially Responsible Investments, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CFP®, MBA

Thomas Alf
Clerestory Advisors, Inc.
(952) 405-2070
3300 Edinborough Way, Suite 550
Edina, MN
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Issues for Unmarried & Same-Sex Couples, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA

Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874