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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Cheryl A. Haapoja, CFP®

Ameriprise Financial, Inc
(888) 380-1795

17 N Maddy St
PO Box 38
McGregor, MN 55760-1409
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning

Contact
Scott C. Hallett, CFP®

Klein Investment Services
(952) 905-3144

600 West 78th Street
PO Box 399
Chanhassen, MN 55318
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(952) 905-3144

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Retirement Income Management, Retirement Planning

Contact
Sharon A Bloodworth, CFP®

White Oaks Wealth Advisors, Inc.
(612) 455-6900

80 South 8th St., Suite 1725
Minneapolis, MN 55402-2139
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(612) 455-6900

Compensation Method: Fee Only
Minimum Investable Assets: $1,000,000
Languages: French, Italian, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Intergenerational Planning, Investment Management

Contact
Troy D. Winegarner, CFP®

Morgan Stanley Smith Barney, LLC
(612) 340-6707

225 S 6th St Ste 5100
Minneapolis, MN 55402-4606
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(612) 340-6707

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Employee and Employer Plan Benefits

Contact
Richard R. Miller, CFP®

Compass Private Wealth Consulting, LLC
(612) 309-3018

15256 Fairway Heights RD NW
Prior Lake, MN 55372-3601
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(612) 309-3018

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Planning, Securities

Contact
Daniel D. Getsch, CFP®

Ameriprise Financial
(651) 578-1019

8621 Eagle Point Rd
Lake Elmo, MN 55042-8628
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(651) 578-1019

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
James W. Bryan, CFP®

Cahill Financial Advisors Inc.
(952) 926-1659

7300 Metro Blvd Ste 625
Edina, MN 55439-2313
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(952) 926-1659

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Diane E. Rook-Johnson, CFP®

Lemieux Johnson Financial Group
(218) 825-7353

8378 Brandon Rd
Baxter, MN 56425-8742
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(218) 825-7353

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning

Contact
Nicholas C. Beissel, CFP®

Wealth Enhancement Group
(763) 417-1786

505 N. Highway 169
Suite 900
Plymouth, MN 55441
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(763) 417-1786

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Tax Planning

Contact
Rosemary A. Windschitl, CFP®

UBS Financial Serivces
(320) 203-6582

4150 2nd St S Ste 500
Saint Cloud, MN 56301-4516
View on Map
(320) 203-6582

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care

Contact
Cheryl A. Meese, CFP®

RBC Wealth Management
(218) 724-2100

1420 London Rd
Ste 201
Duluth, MN 55805-2422
View on Map
(218) 724-2100

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Lance R. Strom, CFP®

Ameriprise Financial Services, Inc.
(952) 431-6410

Suite 650
14985 Glazier Avenue
Apple Valley, MN 55124-7490
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(952) 431-6410

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Wendy L. Gillespie, CFP®

Ameriprise Financial
(763) 543-5183

3515 Plymouth Blvd
Ste 204
Plymouth, MN 55447-1382
View on Map
(763) 543-5183

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management, Retirement Planning, Tax Planning

Contact
Jeffrey Alan Coplan, CFP®

Integrity Wealth
(952) 937-5003

14850 Scenic Heights Rd Ste 110
Eden Prairie, MN 55344-2243
View on Map
(952) 937-5003

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning

Contact
Timothy Allan Davisson, CFP®

Ameriprise Financial Services
(952) 835-8193

Suite 400
6500 City West Parkway
Eden Prairie, MN 55344-7732
View on Map
(952) 835-8193

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Daniel G. Bartel, CFP®

Ameriprise Financial
(651) 635-1724

900 Long Lake Rd Ste 220
New Brighton, MN 55112-6438
View on Map
(651) 635-1724

Compensation Method: Commission and Fee
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Planning, Tax Planning, Wealth Management

Contact
Daniel J Hovland, CFP®

Gruba, Hovland & Company
(651) 278-3691

539 Bielenberg Drive #200
Woodbury, MN 55125-4435
View on Map
(651) 278-3691

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Jacob Richard Overman, CFP®

Northwestern Mutual
(320) 223-6623

PO Box 726
Saint Cloud, MN 56302-0726
View on Map

3315 Roosevelt Rd
P.O. Box 726
Saint Cloud, MN 56301-6269
View on Map
(320) 223-6623

Compensation Method: Commission Only
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

Contact
John William Conlin, CFP®

RBC Wealth Management
(651) 766-4953

520 Highway 96 W
Ste 100
Shoreview, MN 55126-1963
View on Map
(651) 766-4953

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Anthony L Schuster, CFP®

Joern, Samaha and Associates
(612) 746-5300

225 S 6th St Ste 250
Minneapolis, MN 55402-4657
View on Map
(612) 746-5300

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning

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