Best Financial Advisors in Burleigh County, ND

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Burleigh County, ND Fiduciary Financial Advisors

SEC File# 801-18564
CRD# 105348
Location 931 S Washington St Suite 1, Bismarck, ND 58504, USA
Phone (701) 222-3268
Directions
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Edward Jones - Financial Advisor: Gary J Hansen, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 619 Riverwood Dr Suite 201, Bismarck, ND 58504, USA
Phone (701) 323-7953
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Marlin W Peterson, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3255 Greensboro Dr Ste 102, Bismarck, ND 58503, USA
Phone (701) 255-2928
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Sarah S Rooney - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Troy M Nelson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1701 Burnt Boat Dr, Bismarck, ND 58503, USA
Phone (701) 255-1196
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Northwestern Mutual: Matthew Lee Baumgartner, CFP®, MBA
Location 1022 E Divide Ave suite b, Bismarck, ND 58501, USA
Phone (701) 250-5133
Directions
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Edward Jones - Financial Advisor: Tony Zimmerman
SEC File# 801-3297
CRD# 250
Location 2943 N 11th St, Bismarck, ND 58503, USA
Phone (701) 805-0404
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Securian Financial Advisors of ND
SEC File# 801-45152
CRD# 15296
5 out of 5
Location 4431 Memorial Hwy, Mandan, ND 58554, USA
Phone (701) 663-8401
Directions
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Edward Jones - Financial Advisor: Jordan Nygaard, CFP®
SEC File# 801-3297
CRD# 250
Location 1400 43rd Ave NE Suite 200, Bismarck, ND 58503, USA
Phone (701) 222-4343
Directions
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Angela K Schwartz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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Rob & Dan Schaner - Raymond James
Location 2000 Schafer St Ste A, Bismarck, ND 58501, USA
Phone (701) 223-7274
Directions
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Joel Torres - Thrivent
Location 4007 State St Suite 11, Bismarck, ND 58503, USA
Phone (347) 849-6275
Directions
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Edward Jones - Financial Advisor: Garrett Kunz
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1400 43rd Ave NE Ste 210, Bismarck, ND 58503, USA
Phone (701) 516-8530
Directions
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Adn Wealth Management
Location 931 S 9th St #201, Bismarck, ND 58504, USA
Phone (701) 751-2030
Directions
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Edward Jones - Financial Advisor: Jason L Brostrom, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 125 Slate Dr Suite 3, Bismarck, ND 58503, USA
Phone (701) 224-0153
Directions
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Edward Jones - Financial Advisor: Michael Walecke
SEC File# 801-3297
CRD# 250
Location 4207 Boulder Ridge Rd Ste 150, Bismarck, ND 58503, USA
Phone (701) 258-2459
Directions
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Capital Financial Services Inc
Location 418 E Rosser Ave # 350, Bismarck, ND 58501, USA
Phone (701) 258-6204
Directions
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Roller Financial
Location 1720 Burnt Boat Rd # 106, Bismarck, ND 58503, USA
Phone (701) 223-8230
Directions
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Mickey Jordan - Thrivent
Location 4007 State St Suite 11, Bismarck, ND 58503, USA
Phone (701) 712-3182
Directions
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Mills Investment Planning Inc.
5 out of 5
Location 4501 Coleman St Suite 208, Bismarck, ND 58503, USA
Phone (701) 530-0179
Directions
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Joel Bird - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Thrivent Financial - Central Dakota Associates
5 out of 5
Location 4007 State St #11, Bismarck, ND 58503, USA
Phone (701) 222-3118
Directions
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Edward Jones - Financial Advisor: Jaxon Fitterer
SEC File# 801-3297
CRD# 250
Location 1310 E Main St Suite B, Mandan, ND 58554, USA
Phone (701) 663-1121
Directions
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Edward Jones - Financial Advisor: Jason D Naas, CFP®
SEC File# 801-3297
CRD# 250
Location 1050 E Interstate Ave Suite 121, Bismarck, ND 58503, USA
Phone (701) 258-7005
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Kyle Debertin - Thrivent
Location 4007 State St Suite 11, Bismarck, ND 58503, USA
Phone (701) 712-3191
Directions
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Tyler M Richter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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Jody Olney - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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Capital City Wealth Management
5 out of 5
Location 1000 Tacoma Ave Suite 200, Bismarck, ND 58504, USA
Phone (701) 250-7220
Directions
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Dwyer Linquist & Associates
Location 2525 E Rosser Ave # 4, Bismarck, ND 58501, USA
Phone (701) 223-1000
Directions
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John Lenarz - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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Wells Fargo Advisors
Location 4501 Coleman St Suite 204, Bismarck, ND 58503, USA
Phone (701) 354-4800
Directions
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Benning Financial Services
SEC File# 801-67427
CRD# 119682
Location 4501 Coleman St Suite 208, Bismarck, ND 58503, USA
Phone (701) 222-0248
Directions
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Karla Boehm - Thrivent
Location 4007 State St Suite 11, Bismarck, ND 58503, USA
Phone (701) 873-2700
Directions
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Devin Melvie - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Morgan Stanley Financial Advisors
Location 4207 Boulder Ridge Rd Ste 250, Bismarck, ND 58503, USA
Phone (701) 223-0135
Directions
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Ameriprise Financial, Inc
Location 505 E Main Ave #100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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North Point Financial Planners
SEC File# 801-78808
CRD# 168267
Location 1930 Burnt Boat Dr, Bismarck, ND 58503, USA
Phone (701) 258-4885
Directions
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Tim Sisk - Raymond James
Location 2000 Schafer St Ste A, Bismarck, ND 58501, USA
Phone (701) 223-7274
Directions
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Custom Pension Advisors, LLC
Location 300 N 31st St #1, Bismarck, ND 58501, USA
Phone (701) 255-7259
Directions
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Jessalyn Thompson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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Fleischer & Johnson Wealth Management
Location 919 S 7th St, Bismarck, ND 58504, USA
Phone (701) 355-9160
Directions
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Megan Merth - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 505 E Main Ave Ste 100, Bismarck, ND 58501, USA
Phone (701) 258-9735
Directions
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Scott M. Kadlec - Morgan Stanley
Location 4207 Boulder Ridge Rd Ste 250, Bismarck, ND 58503, USA
Phone (701) 222-7553
Directions
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Trevor Opp - Thrivent
Location 4007 State St Suite 11, Bismarck, ND 58503, USA
Phone (701) 712-3194
Directions
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Schafer Financial
Location 402 1st St NW B, Mandan, ND 58554, USA
Phone (701) 663-1410
Directions
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Edward Jones - Financial Advisor: Scooter Pinks
SEC File# 801-3297
CRD# 250
Location 521 E Main Ave Suite 225, Bismarck, ND 58501, USA
Phone (701) 258-4382
Directions
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Solid Rock Financial Group
Location 2525 E Rosser Ave Suite 4, Bismarck, ND 58501, USA
Phone (701) 223-1000
Directions
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Edward Jones - Financial Advisor: Alexis K Larson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 300 W Century Ave Suite A, Bismarck, ND 58503, USA
Phone (701) 751-2732
Directions
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Edward Jones - Financial Advisor: Trevor L Keney
SEC File# 801-3297
CRD# 250
Location 424 S 3rd St Suite 5, Bismarck, ND 58504, USA
Phone (701) 751-0364
Directions
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Benjamin Brandt
Location 1000 Tacoma Ave #200, Bismarck, ND 58504, USA
Phone (701) 250-7220
Directions
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Wagner Financial Services
5 out of 5
Location 711 Riverwood Dr, Bismarck, ND 58504, USA
Phone (701) 222-8504
Directions
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Edward Jones - Financial Advisor: Nathan J Dvorak
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4521 Ottawa St Ste #6, Bismarck, ND 58503, USA
Phone (701) 323-0403
Directions
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Edward Jones - Financial Advisor: Kyle O Engelhardt
SEC File# 801-3297
CRD# 250
Location 301 E Front Ave Suite 104, Bismarck, ND 58504, USA
Phone (701) 222-4802
Directions
Financial Advisors in Burleigh County, ND

Where Certified Financial Advisors in Burleigh County, ND Serve

Burleigh County, located in North Dakota, is a bustling area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic North Dakota State Capitol building to the historic Fort Abraham Lincoln State Park, Burleigh County has no shortage of landmarks to explore. Home to major employers such as Sanford Health and Bismarck Public Schools, the county boasts a strong economy. Major highways and streets such as Interstate 94 and State Street provide easy access to all corners of the county. Whether you're looking for a cozy home in the established neighborhood of Highland Acres or a modern apartment in the up-and-coming area of North Bismarck, Burleigh County has a neighborhood to suit every lifestyle. With so much to offer, it's no wonder that Burleigh County is a thriving hub of activity in North Dakota.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Burleigh County, ND can benefit from the expertise of a financial advisor in a number of ways. For instance, with the county's economy largely dependent on agriculture and oil, a financial advisor could help residents navigate the fluctuations in these industries and make informed investment decisions. Additionally, with the median age of Burleigh County residents being 36.4 years old, a financial advisor could assist with retirement planning and ensuring that individuals are on track to meet their long-term financial goals. Furthermore, with the average household income in the county being $69,000, a financial advisor could provide guidance on budgeting, debt management, and saving for major expenses such as a home or college education. Overall, a financial advisor can play a crucial role in helping residents of Burleigh County, ND achieve financial stability and security.

Insurance Broker

Residents of Burleigh County, ND can benefit greatly from the services of an insurance broker. With the county being home to the state capital of Bismarck, many residents work in government or healthcare industries that require specialized insurance coverage. An insurance broker can provide tailored plans for individuals and families based on their unique needs and budget. Additionally, with harsh winters and unpredictable weather patterns, residents may need insurance coverage for damage caused by natural disasters such as flooding or hailstorms. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific circumstances, providing peace of mind and financial security.

Retirement Planning

Residents of Burleigh County, ND could greatly benefit from the services of a retirement planner. With a population of over 95,000 people, many individuals in this county are likely approaching retirement age or are already retired. A retirement planner can help residents of Burleigh County navigate the complex world of retirement planning, including creating a budget, maximizing retirement savings, and managing investments. Additionally, Burleigh County is home to Bismarck, the state capital, which means many residents may have government jobs with unique retirement benefits that a planner could help them understand and utilize. Overall, a retirement planner can provide invaluable guidance and support to residents of Burleigh County as they plan for a secure and fulfilling retirement.

Wealth Management

Residents of Burleigh County, ND could benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. With a large population of baby boomers in Burleigh County, many residents are approaching retirement age and may not have a clear plan in place for their financial future. A wealth manager could help them navigate the complexities of retirement planning, including managing 401(k) and IRA accounts, creating a sustainable income stream, and minimizing taxes. Additionally, with the oil industry playing a significant role in the local economy, a wealth manager could provide expertise on investing in energy-related stocks and funds, as well as diversifying portfolios to mitigate risk. Overall, a wealth manager could help Burleigh County residents achieve their financial goals and secure a comfortable retirement.

Mortgage Loan Officer

Residents of Burleigh County, ND can benefit greatly from the expertise of a mortgage loan officer. One specific way that a loan officer can assist residents is by providing guidance on the unique housing market in Burleigh County. With the county's growing population and diverse range of housing options, navigating the home buying process can be overwhelming. A mortgage loan officer can help residents understand the different types of mortgages available, assist in finding the best interest rates, and provide guidance on how to secure financing for their dream home. Additionally, loan officers can help residents with the pre-approval process, which can give them an advantage in the competitive housing market in Burleigh County. Overall, a mortgage loan officer can be a valuable resource for residents looking to purchase a home in Burleigh County, ND.

Tax Services

Residents of Burleigh County, ND can benefit greatly from the services of a tax advisor. One of the most common ways that a tax advisor can help the residents of this area is by providing guidance on how to maximize their deductions and credits. Burleigh County is home to many small businesses and farms, and a tax advisor can help these individuals navigate the complex tax code and take advantage of deductions and credits that are specific to their industries. Additionally, many residents of Burleigh County work in the oil and gas industry, which can have unique tax implications. A tax advisor can help these individuals understand how their income from this industry is taxed and develop strategies to minimize their tax liability. Overall, a tax advisor can provide valuable guidance to residents of Burleigh County, helping them to save money and achieve their financial goals.

Estate Planning Lawyer

Residents of Burleigh County, ND can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their clients' assets are distributed according to their wishes after they pass away. Burleigh County, ND is home to many farmers and ranchers, so an estate planning lawyer can also help them plan for the succession of their businesses and ensure that their families are taken care of. Additionally, an estate planning lawyer can assist with creating a power of attorney and healthcare directives, which are especially important for elderly residents of Burleigh County who may need assistance with managing their affairs or making medical decisions. Overall, an estate planning lawyer can provide peace of mind and security for residents of Burleigh County, ND by helping them plan for the future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Burleigh County, ND