Wealth Management in Minneapolis, MN

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List of Firms

Minneapolis, MN Wealth Management Firms

K & L Wealth Management - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 371-4111
Language https://advisors.ubs.com/klwealth/?utm_source=Yext&utm_medium=GMB&utm_campaign=167407&y_source=1_MTg4ODgzMjItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Swiller Lederfine Wealth Management - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 371-5013
Language https://advisors.ubs.com/swillerlederfine/?utm_source=Yext&utm_medium=GMB&utm_campaign=172274&y_source=1_MjQwNjM2NDgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Gary Petrucci - RBC Wealth Management Financial Advisor
Location 60 South 6th St, Minneapolis, MN 55402, USA
Phone (612) 371-2951
Language https://us.rbcwealthmanagement.com/gary.petrucci?utm_source=GMB&utm_medium=Yext
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Marquette Wealth Management
SEC File# 801-107122
CRD# 282482
Location 150 S 5th St #2800, Minneapolis, MN 55402, USA
Phone (612) 661-3770
Language https://marquettewm.com/
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Moline Mercer Wealth Management Group of Raymond James
Location 60 South 6th St Ste 3510, Minneapolis, MN 55402, USA
Phone (612) 332-3494
Language https://www.raymondjames.com/molinemercerwmg
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UBS Financial Services Inc.
SEC File# 801-7163
CRD# 8174
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 303-5990
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Warren Kelly - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 373-1781
Language https://us.rbcwealthmanagement.com/warren.kelly?utm_source=GMB&utm_medium=Yext
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Nichols Griep Wain Wealth Management - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 303-2519
Language https://advisors.ubs.com/ngwwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=167352&y_source=1_MTg4ODgyOTUtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Moxie Wealth Management
Location 2701 University Ave SE, Minneapolis, MN 55414, USA
Phone (612) 617-6152
Language http://moxiewealthmanagement.com/
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Evercore Wealth Management LLC
Location 150 S 5th St #1330, Minneapolis, MN 55402, USA
Phone (612) 656-2820
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Nicollet Investment Management
SEC File# 801-57282
CRD# 109401
Location 800 N Washington Ave Suite 150, Minneapolis, MN 55401, USA
Phone (612) 915-3033
Language http://nicolletinvest.com/
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Breon Wealth Management - UBS Financial Services Inc.
Location 80 S 8th St Suite 2900, Minneapolis, MN 55402, USA
Phone (612) 303-5812
Language https://advisors.ubs.com/breon/?utm_source=Yext&utm_medium=GMB&utm_campaign=166071&y_source=1_MjAxNzE2ODAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Merrill Lynch Wealth Management Advisor Scott I Kauls
Location 80 S 8th St Suite 4000, Minneapolis, MN 55402, USA
Phone (612) 349-7905
Language https://fa.ml.com/minnesota/minneapolis/kauls_group
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RBC Wealth Management Branch - Minneapolis
SEC File# 801-13059
CRD# 31194
4 out of 5
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-2811
Language https://us.rbcwealthmanagement.com/minneapolis?utm_source=GMB&utm_medium=Yext
Directions
Kevin Sienko - RBC Wealth Management Financial Advisor
Location 250 Nicollet Mall Suite 2000, Minneapolis, MN 55401, USA
Phone (612) 371-7215
Language https://us.rbcwealthmanagement.com/omniwealth?utm_source=GMB&utm_medium=Yext
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Wealth Management in Minneapolis, MN

Where Wealth Management Advisors in Minneapolis, MN Serve

Minneapolis, MN is a vibrant city with a rich history and diverse culture. The city is home to several landmarks, including the iconic sculpture of the Spoonbridge and Cherry at the Walker Art Center, the historic Stone Arch Bridge over the Mississippi River, and the impressive Guthrie Theater. Top employers in Minneapolis include Target Corporation, the University of Minnesota, and Allina Health System, among others. The city is also home to several major highways, including Interstate 35W, Interstate 94, and Highway 55, making it easily accessible from all directions. Minneapolis is comprised of several unique neighborhoods, each with its own distinct character. The trendy North Loop neighborhood is known for its upscale restaurants and boutiques, while the artsy Uptown area is home to numerous galleries and theaters. The historic Mill District features converted industrial buildings and a thriving riverfront scene, while the diverse Phillips neighborhood is home to a large immigrant population. Overall, Minneapolis is a dynamic and exciting city with something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Minneapolis, MN could benefit from a bank in a variety of ways. One specific way that residents could be helped is through the provision of loans for home improvement projects. Minneapolis is known for its harsh winters, which can cause damage to homes and make repairs necessary. A bank could provide loans to homeowners to help them make necessary repairs and improvements to their homes, such as upgrading insulation or replacing windows, which would help to reduce energy costs and improve the overall comfort of their homes. Additionally, a bank could offer financial education programs to help residents better understand how to manage their finances and make informed decisions about their money. This could include workshops on budgeting, saving, and investing, as well as resources to help residents navigate the complexities of the financial system. Overall, a bank could play an important role in helping residents of Minneapolis achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Minneapolis, MN can greatly benefit from the services of an insurance broker in a variety of ways. Firstly, Minneapolis is known for its harsh winters, which can cause damage to homes and vehicles. An insurance broker can help residents find the right coverage for their property and vehicles to protect against potential damage caused by snow, ice, and freezing temperatures. Additionally, Minneapolis is a bustling city with a diverse population, which means that residents may have unique insurance needs based on their individual circumstances. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that meets their specific needs, whether they are a small business owner, a renter, or a homeowner. Finally, Minneapolis is home to a thriving arts and culture scene, which means that many residents may have valuable collections or assets that need to be insured. An insurance broker can help residents find the right coverage to protect their valuable assets and ensure that they are adequately protected in the event of loss or damage.

Retirement Planning

Residents of Minneapolis, MN can benefit from the expertise of a retirement planner in several ways. With the city's diverse population and thriving economy, a retirement planner can help individuals navigate the complexities of retirement planning and ensure that they have a solid financial plan in place for their golden years. For example, a retirement planner can assist Minneapolis residents in determining their retirement goals and developing a customized plan that takes into account their unique circumstances, such as the high cost of living in the city. They can also provide guidance on investment strategies, tax planning, and estate planning, all of which can help individuals maximize their retirement savings and ensure a comfortable retirement. Additionally, a retirement planner can help Minneapolis residents navigate the various retirement benefits available through their employers or the government, such as Social Security and Medicare, and help them make informed decisions about their retirement income. Ultimately, working with a retirement planner can provide Minneapolis residents with peace of mind and a sense of security as they approach their retirement years.

Financial Advisor

Residents of Minneapolis, MN can greatly benefit from the guidance of a financial advisor. With the city's diverse economy, ranging from healthcare to technology, a financial advisor can provide tailored advice on investment strategies, retirement planning, and debt management. Furthermore, Minneapolis is known for its harsh winters, which can lead to unexpected expenses such as home repairs and increased heating bills. A financial advisor can help residents prepare for these seasonal expenses and create a budget that accounts for them. Additionally, with the recent protests and civil unrest in the city, a financial advisor can assist residents in navigating the economic impact of these events and provide guidance on how to protect their assets. Overall, a financial advisor can provide invaluable support to Minneapolis residents in achieving their financial goals and weathering any unexpected financial challenges that may arise.

Mortgage Loan Officer

Residents of Minneapolis, MN can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage, ensuring that they are able to secure the best possible terms and rates. In a city like Minneapolis, where the real estate market can be highly competitive, having a knowledgeable mortgage loan officer on your side can be the difference between securing your dream home and missing out on it. Additionally, Minneapolis is known for its diverse neighborhoods and unique housing options, which can make the mortgage process even more complex. A skilled loan officer can help residents understand the nuances of the local market and find the best loan options for their specific needs. Whether residents are first-time homebuyers or experienced investors, a mortgage loan officer can provide invaluable support and guidance throughout the entire process.

Tax Services

Residents of Minneapolis, MN can benefit greatly from the guidance of a tax advisor. With a complex tax system, individuals may find themselves struggling to navigate the intricacies of filing their taxes. A tax advisor can provide expert advice on how to maximize deductions and credits, as well as ensure compliance with state and federal tax laws. Additionally, Minneapolis residents may face unique challenges related to taxes, such as navigating the city's complex property tax system. A tax advisor can assist with understanding property tax assessments and appealing assessments if necessary. Overall, a tax advisor can provide invaluable assistance to Minneapolis residents looking to minimize their tax burden and avoid costly mistakes.

Estate Planning Lawyer

Residents of Minneapolis, MN can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This can ensure that their assets are distributed according to their wishes after their death and that their loved ones are taken care of. Additionally, an estate planning lawyer can help residents of Minneapolis navigate the complexities of estate taxes, which can be particularly high in Minnesota. They can also assist with setting up a charitable foundation or trust, which can provide tax benefits and support causes that are important to the individual. Overall, an estate planning lawyer can provide peace of mind and ensure that the residents of Minneapolis are prepared for the future.

Minneapolis, MN Financial Resources

Minneapolis, MN Chamber of Commerce

https://www.mplschamber.com/

Minneapolis, MN City Hall

https://www.minneapolismn.gov/

Minneapolis, MN Public Library

https://www.hclib.org/about/locations/minneapolis-central

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Minneapolis, MN can be quite diverse and complex. One of the key services that a wealth manager can provide in Minneapolis is helping clients navigate the unique tax laws and regulations of the state. The complexity of Minnesota's tax laws can be overwhelming for many individuals, but a skilled wealth manager can help clients understand the intricacies of these laws and develop strategies to minimize their tax burden. Additionally, a wealth manager in Minneapolis can offer a wide range of investment options, including real estate investments in the Twin Cities area, which has seen significant growth in recent years. With their expertise in financial planning and investment management, a wealth manager in Minneapolis can help clients achieve their financial goals and build a secure future for themselves and their families.

Minneapolis, MN is undoubtedly the best place to get a wealth manager. The city's thriving financial industry and robust economy make it an ideal location for finding top-notch financial advisors. With its diverse range of investment options and a plethora of financial institutions, Minneapolis offers a wealth of opportunities for individuals looking to grow their wealth. Additionally, the city's strong sense of community and dedication to education create a unique environment for wealth management. Minneapolis is home to some of the most highly educated and experienced financial professionals in the country, making it the perfect place to find a wealth manager who can help you achieve your financial goals. Whether you're looking to invest in real estate, stocks, or bonds, Minneapolis has the resources and expertise to help you succeed. So if you're looking for a trusted and knowledgeable wealth manager, look no further than Minneapolis, MN.