Best Financial Advisors in Fargo, ND

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List of Firms

Fargo, ND Fiduciary Financial Advisors

SEC File# 801-117015
CRD# 304659
5 out of 5
Location 3409 45th St S, Fargo, ND 58104, USA
Phone (701) 365-8083
Time Monday: 8:30 AM – 4:00 PM Tuesday: 8:30 AM – 4:00 PM Wednesday: 8:30 AM – 4:00 PM Thursday: 8:30 AM – 4:00 PM Friday: 8:30 AM – 1:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-110898
CRD# 289054
4 out of 5
Location 1220 28th Ave N, Fargo, ND 58102, USA
Phone (701) 234-0103
Directions
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Ranstrom Financial Planning
SEC File# 801-77905
CRD# 159467
Location 808 3rd Ave S #420, Fargo, ND 58103, USA
Phone (701) 293-5789
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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United Capital Private Wealth Counseling
Location 109 Roberts St N, Fargo, ND 58102, USA
Phone (701) 293-2076
Directions
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Complete Investment Advisory, LLC
5 out of 5
Location 3211 Fiechtner Dr S, Fargo, ND 58103, USA
Phone (701) 277-9392
Directions
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Edward Jones - Financial Advisor: Lance Ihry
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1535 42nd St S Suite 200, Fargo, ND 58103, USA
Phone (701) 282-7363
Directions
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Angie McCarthy - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4160 24th Ave S Ste 100, Fargo, ND 58104, USA
Phone (701) 364-5640
Directions
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Merrill Lynch Wealth Management Advisor Mark D Johnson
Location 51 Broadway N, Fargo, ND 58102, USA
Phone (701) 241-1219
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Securian Financial Advisors of ND
Location 4900 13th Ave S, Fargo, ND 58103, USA
Phone (701) 356-6248
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Edward Jones - Financial Advisor: Jerry Chapweske, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1401 32nd St S, Fargo, ND 58103, USA
Phone (701) 232-4325
Directions
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Mark R Bierdeman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4610 Amber Valley Pkwy S, Fargo, ND 58104, USA
Phone (701) 282-5515
Directions
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Edward Jones - Financial Advisor: Cassie J Gylland
SEC File# 801-3297
CRD# 250
Location 4342 15th Ave S STE 104, Fargo, ND 58103, USA
Phone (701) 235-9245
Directions
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Edward Jones - Financial Advisor: Sarah R Nikle
SEC File# 801-3297
CRD# 250
5 out of 5
Location 415 32nd Ave E Suite A, West Fargo, ND 58078, USA
Phone (701) 277-3194
Directions
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Ameriprise Financial Services, Inc.
5 out of 5
Location 2731 12th Ave S #320, Fargo, ND 58103, USA
Phone (701) 232-8886
Directions
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Teri L Verduyn - Financial Advisor, Ameriprise Financial Services, LLC
Location 2300 13th Ave S Ste B, Fargo, ND 58103, USA
Phone (701) 232-8886
Directions
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Steve Asche - Thrivent
5 out of 5
Location 3575 45th St S Suite #108, Fargo, ND 58104, USA
Phone (701) 293-9358
Directions
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Arrow Advisors
SEC File# 801-78073
CRD# 167632
5 out of 5
Location 1202 28th St S, Fargo, ND 58103, USA
Phone (701) 492-9000
Directions
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Edward Jones - Financial Advisor: David A McGatlin
SEC File# 801-3297
CRD# 250
Location 5120 Prosperity Way S Suite 110, Fargo, ND 58104, USA
Phone (701) 364-5476
Directions
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Red River Financial Group - Fargo
5 out of 5
Location 5195 45th St S Suite 200, Fargo, ND 58104, USA
Phone (701) 232-3888
Directions
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Edward Jones - Financial Advisor: Aaron S Walski, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3475 45th St S Suite 104, Fargo, ND 58104, USA
Phone (701) 205-4175
Directions
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Jason Bedford - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 2300 13th Ave S Ste B, Fargo, ND 58103, USA
Phone (701) 232-8886
Directions
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Northwestern Mutual
5 out of 5
Location 2601 12th Ave S Ste 2, Fargo, ND 58103, USA
Phone (701) 232-7175
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Edward Jones - Financial Advisor: Daniel Suckert
SEC File# 801-3297
CRD# 250
Location 4040 42nd St S Suite I, Fargo, ND 58104, USA
Phone (701) 281-5264
Directions
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Ed Ankrum - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 3350 13th Ave S Ste G, Fargo, ND 58103, USA
Phone (701) 476-1215
Directions
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Mark James Sorenson - Financial Advisor, Ameriprise Financial Services, LLC
Location 2300 13th Ave S Ste B, Fargo, ND 58103, USA
Phone (701) 232-8886
Directions
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Select Financial Services Ltd
Location 1155 13th Ave S, Fargo, ND 58103, USA
Phone (701) 232-4779
Directions
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Stacy J Matter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2300 13th Ave S Ste B, Fargo, ND 58103, USA
Phone (701) 232-8886
Directions
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Edward Jones - Financial Advisor: Troy D Ivesdal, AAMS™
SEC File# 801-3297
CRD# 250
Location 1533 S University Dr, Fargo, ND 58103, USA
Phone (701) 476-1694
Directions
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Lance Olson - TIAA Wealth Management Advisor
Location 1142 17th St N Suite D, Fargo, ND 58102, USA
Phone (855) 842-2087
Directions
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Wealth Forward
SEC File# 801-77905
CRD# 159467
Location 2632 47th St S #107, Fargo, ND 58104, USA
Phone (701) 293-5789
Directions
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RBC Wealth Management Branch - Fargo
1 out of 5
Location 2631 12th Ave S B, Fargo, ND 58103, USA
Phone (701) 298-4000
Directions
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Legacy Financial Partners - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2300 13th Ave S Ste B, Fargo, ND 58103, USA
Phone (701) 232-8886
Directions
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Edward Jones - Financial Advisor: Lance T Freier
SEC File# 801-3297
CRD# 250
Location 5120 Prosperity Way S Suite 110, Fargo, ND 58104, USA
Phone (701) 364-5476
Directions
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Jeff Collins - Raymond James
5 out of 5
Location 300 Northern Pacific Ave, Fargo, ND 58102, USA
Phone (701) 235-0119
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Ameriprise Financial
Location 1351 Page Dr, Fargo, ND 58103, USA
Phone (701) 476-1215
Directions
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Schmidt Wealth Management
Location 4650 26th Ave S, Fargo, ND 58104, USA
Phone (701) 478-8787
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Edward Jones - Financial Advisor: Jana Thielges, AAMS™
SEC File# 801-3297
CRD# 250
Location 1461 Broadway N, Fargo, ND 58102, USA
Phone (701) 232-9302
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 2000 44th St S Ste 402, Fargo, ND 58103, USA
Phone (701) 492-2400
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Fargo Financial Advisors
Location 4501 40th Ave S, Fargo, ND 58104, USA
Phone (701) 281-2700
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Century Financial Advisors
Location 1318 23rd St S, Fargo, ND 58103, USA
Phone (701) 237-3453
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Edward Jones - Financial Advisor: Cindy Magnuson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3280 Veterans Blvd Suite 240, Fargo, ND 58104, USA
Phone (701) 232-2091
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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Edward Jones - Financial Advisor: Tim Oehlke
SEC File# 801-3297
CRD# 250
Location 2201 N University Dr, Fargo, ND 58102, USA
Phone (701) 235-4180
Directions
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Edward Jones - Financial Advisor: Dan Geffre
SEC File# 801-3297
CRD# 250
Location 1300 Gateway Dr S, Fargo, ND 58103, USA
Phone (701) 237-9567
Directions
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Financial Advisors | U.S. Bancorp Investments
Location 505 2nd Ave N, Fargo, ND 58102, USA
Phone (701) 280-3531
Directions
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Secure Financial Advisory, LLC
Location 3211 Fiechtner Dr #3, Fargo, ND 58103, USA
Phone (701) 235-3464
Directions
Financial Advisors in Fargo, ND

Where Certified Financial Advisors in Fargo, ND Serve

Fargo, ND is a vibrant city in the heart of the Midwest, boasting a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. The city's iconic landmarks include the Fargo Theatre, a historic Art Deco movie palace, and the Plains Art Museum, which showcases contemporary and traditional art from the region and beyond. Fargo is also home to the Roger Maris Museum, dedicated to the legendary baseball player who grew up in the city. Top employers in Fargo range from healthcare giants Sanford Health and Essentia Health to technology companies like Microsoft and Amazon. The city's economy is also bolstered by the presence of North Dakota State University, which employs thousands of faculty and staff members. Major highways and streets in Fargo include I-94, which runs east-west through the city, and I-29, which runs north-south. Other important thoroughfares include Main Avenue, Broadway, and 45th Street. Fargo's neighborhoods are as diverse as they are unique.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Fargo, ND can benefit from the services of a financial advisor in many ways. One of the most common ways is by helping them plan for retirement. Fargo has a growing population of retirees who need guidance on how to manage their finances and make their savings last. A financial advisor can help them create a retirement plan that takes into account their lifestyle, goals, and risk tolerance. Additionally, Fargo is known for its harsh winters, which can lead to unexpected expenses such as home repairs or car maintenance. A financial advisor can help residents prepare for these expenses by creating an emergency fund or insurance plan. By working with a financial advisor, residents of Fargo can feel more confident about their financial future and be better prepared for any unexpected challenges that may arise.

Insurance Broker

Residents of Fargo, ND can benefit greatly from the assistance of an insurance broker. With the harsh winters that Fargo experiences, it is important to have adequate coverage for home and auto insurance. An insurance broker can help residents navigate the various policies and coverage options available to ensure they have the protection they need in case of an accident or weather-related damage. Additionally, Fargo is home to many small businesses that may need help finding the right insurance policies to protect their assets and employees. An insurance broker can provide valuable guidance and expertise in this area, helping business owners make informed decisions about their coverage. Overall, an insurance broker can be a valuable resource for residents of Fargo, ND to ensure they have the right insurance coverage to protect their homes, vehicles, and businesses.

Retirement Planning

Residents of Fargo, ND can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by assisting individuals in creating a personalized retirement plan that suits their unique needs and goals. Fargo, ND is known for its harsh winters and unpredictable weather, which can impact the financial stability of retirees. A retirement planner can help residents of Fargo, ND prepare for unexpected expenses, such as home repairs due to weather-related damage. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits, which can be especially important for those who may need additional financial support during retirement. Overall, a retirement planner can provide peace of mind and help residents of Fargo, ND achieve a secure and comfortable retirement.

Wealth Management

Residents of Fargo, ND can benefit from the services of a wealth manager in several ways. One of the most common ways is through retirement planning. Fargo has a growing population of retirees who need assistance in managing their finances and ensuring that they have enough money to last throughout their retirement years. A wealth manager can help them create a financial plan that will help them achieve their retirement goals. Additionally, with Fargo being an agricultural hub, many residents have significant assets tied up in farmland or other agricultural businesses. A wealth manager can help them manage these assets and ensure that they are making the most of their investments. Overall, a wealth manager can provide valuable guidance and support to Fargo residents as they navigate their financial futures.

Mortgage Loan Officer

Residents of Fargo, ND would benefit greatly from the expertise and guidance of a mortgage loan officer. Fargo is a growing city with a diverse population and a thriving economy, making it an attractive place to live and work. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including understanding the different types of loans available, determining how much house they can afford, and finding the best interest rates. Additionally, Fargo experiences harsh winters, and a loan officer can help residents find ways to finance home improvements and upgrades to make their homes more energy-efficient and comfortable during the colder months. With the help of a mortgage loan officer, residents of Fargo can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Fargo, ND could greatly benefit from the services of a tax advisor in a variety of ways. One specific issue that many Fargo residents face is navigating the tax implications of owning property in both North Dakota and Minnesota. With Fargo's location on the border of these two states, it's not uncommon for residents to own property in both, which can complicate tax filings and potentially lead to errors or missed deductions. A tax advisor can provide guidance on how to properly file taxes for both states and ensure that residents are taking advantage of all available deductions and credits. Additionally, a tax advisor can help residents with retirement planning, estate planning, and other financial matters to ensure that they are making the most of their money and minimizing their tax burden.

Estate Planning Lawyer

Residents of Fargo, ND can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a will or trust. This is especially important for Fargo residents because North Dakota has unique laws regarding the distribution of property after death. An estate planning lawyer can ensure that a person's wishes are carried out and that their assets are distributed according to their wishes. Additionally, an estate planning lawyer can help with other important documents such as power of attorney and healthcare directives. These documents can ensure that a person's wishes are carried out if they become incapacitated or unable to make decisions for themselves. Overall, an estate planning lawyer can provide peace of mind for Fargo residents by helping them plan for the future and protect their assets.

Fargo, ND Financial Resources

Fargo, ND Chamber of Commerce

https://www.fmwfchamber.com/

Fargo, ND City Hall

https://fargond.gov/

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