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AdvisorCheck > By State > Minnesota > Bloomington

Top Financial Advisors in Bloomington, Minnesota

Finding the right financial advisor in Bloomington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bloomington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Bloomington, MN.

Find the Best Financial Advisor Firms in Bloomington:

BPS CAPITAL MANAGEMENT, INC.

CRD#: 120006

RIA

Address: 7900 International Drive Suite 1050, Bloomington, MN 55425

AUM: $ 4.9B

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BERGANKDV WEALTH MANAGEMENT, LLC

CRD#: 143038

RIA

Address: 3800 American Blvd Suite 1000, Bloomington, MN 55431

Clients: 538

Average Clients per Advisor: 23

AUM: $ 2.1B

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JNBA FINANCIAL ADVISORS, LLC

CRD#: 106550

RIA

Address: 8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437

Clients: 683

Average Clients per Advisor: 26

AUM: $ 1.3B

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PERSONAL WEALTH PARTNERS LLC

CRD#: 172055

RIA

Address: 7900 International Drive Suite 510, Bloomington, MN 55425

Clients: 570

Average Clients per Advisor: 63

AUM: $ 631M

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STEVENS FOSTER FINANCIAL ADVISORS

CRD#: 115752

RIA

Address: 7901 Xerxes Avenue South Suite 325, Bloomington, MN 55431

Clients: 227

Average Clients per Advisor: 28

AUM: $ 576M

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BGM WEALTH PARTNERS

CRD#: 110483

RIA

Address: 4470 West 78th St. Circle Suite 200, Bloomington, MN 55435

Clients: 94

Average Clients per Advisor: 23

AUM: $ 453M

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How We Chose the Top Financial Advisors in Bloomington, Minnesota

To create this list of top financial advisor firms in Bloomington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bloomington has to offer.

Search Financial Advisors in Bloomington, Minnesota

Name or CRD#
Location:
Firm name (optional)
CK

Christopher Peter Kisch

Chris Kisch
IAR
RR
CRD#: 3035797
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Inver Grove, MN

Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.

Disclosures:
Experience:
28 years registered
Thomas Jeffrey Berg

Thomas Jeffrey Berg

IAR
RR
CRD#: 4559733
CFP®: Certified Financial Planner
Location:
Eden Prairie, MN 55344

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
23 years registered
TE

Timothy Ronald Evon

Timothy Evon
IAR
RR
CRD#: 2297438
Location:
Minneapolis, MN 55426

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
34 years registered
JZ

Jeffery Dean Zimmerman

Jeff Zimmerman
IAR
RR
CRD#: 2171893
Location:
Minneapolis, MN 55413

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
33 years registered
RH

Richard Arthur Hornung

Rich Horning Jr
IAR
RR
CRD#: 2294388
Location:
Minneapolis, MN 55413

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
34 years registered
FJ

Frederik Ronald Jensen

Frederick Ronald Jensen
IAR
RR
CRD#: 2308549
Location:
Minnetonka, MN 55305

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
33 years registered
WE

William Henry Eggers

Bill H Eggers, William Henry Ii Eggers
IAR
RR
CRD#: 2375640
Location:
Minnetonka, MN 55305

Registered Affiliation(s):THRIVENT ADVISOR NETWORK, LLC

Disclosures:
Experience:
33 years registered
KB

Kyle Robert Bailey

Kyle Robert Baily
RR
CRD#: 720772
Location:
Golden Valley, MN 55427

Registered Affiliation(s):SECURITIES AMERICA, INC.

Disclosures:
Experience:
45 years registered
Lisa Lynn Clark

Lisa Lynn Clark

Lisa Lynn Blasing, Lisa Lynn Blasing Clark
IAR
RR
CRD#: 2271616
Location:
Plymouth, MN 55441

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
28 years registered
MN

Marty Louis Nanne

IAR
RR
CRD#: 2286913
Location:
Plymouth, MN 55441

Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC

Disclosures:
Experience:
34 years registered
KN

Kathleen Nolan

Kathleen Phillipe Correal, Kathleen P Dean, Kathleen P Nolan, Kathleen P. Nolan, Kathleen Phillipe Nolan, Kathleen Phillipe Peak
IAR
RR
CRD#: 2863854
Location:
Fulton, MD 20759

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
28 years registered
Mark Allen Berger

Mark Allen Berger

Mark A Berger
IAR
RR
CRD#: 4670962
CFP®: Certified Financial Planner
Location:
Plymouth, MN 55441

Registered Affiliation(s):BERGER FINANCIAL GROUP

Disclosures:
Experience:
23 years registered
CS

Clayton Mitchell St George

Clayton Mitchell Stgeorge
IAR
RR
CRD#: 2030901
Location:
Oakdale, MN 55125

Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.

Disclosures:
Experience:
33 years registered
PG

Patricia Kay Germaine

Patricia K Germaine, Patricia Germaine, Patty Germaine
IAR
RR
CRD#: 2384850
Location:
Cottage Grove, MN 55016

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
33 years registered
JS

James Walter Sampair

James Walter Sampair
IAR
RR
CRD#: 2136417
Location:
New Brighton, MN 55112

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
33 years registered
EL

Erik Michael Lindgren

IAR
RR
CRD#: 2987646
Location:
New Brighton, MN 55112

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
28 years registered
JR

Jason Scott Rein

Jason S Rein
IAR
RR
CRD#: 2307114
Location:
Plymouth, MN 55447

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
33 years registered
NR

Nathan Allen Richter

Nate Richter, Nathan Richter
IAR
RR
CRD#: 3103598
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Plymouth, MN 55447

Registered Affiliation(s):STRATEGIC WEALTH GROUP

Disclosures:
Experience:
28 years registered
TB

Troy Gilbert Boyle

Troy Boyle
IAR
RR
CRD#: 2367153
Location:
Brooklyn Park, MN 55428

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
33 years registered
SC

Susan Kay Crane

Susan Kay Plennert
IAR
RR
CRD#: 1177799
Location:
Oakdale, MN 55128

Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.

Disclosures:
Experience:
31 years registered
RB

Russell James Bertsch

IAR
RR
CRD#: 2277308
Location:
Oakdale, MN 55128

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
34 years registered
DM

David Robert Moe

IAR
RR
CRD#: 2343541
Location:
Oakdale, MN 55128

Registered Affiliation(s):PFS INVESTMENTS INC.

Disclosures:
Experience:
33 years registered
PH

Paul Martin Hoghaug

Paul Hoghaug
IAR
RR
CRD#: 2374957
Location:
Oakdale, MN 55128

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
33 years registered
SH

Sonja Michelle Hall

Sonja M Hall-Johnson, Sonja Michelle Halljohnson, Sonja M Johnson
IAR
RR
CRD#: 2387997
Location:
Oakdale, MN 55128

Registered Affiliation(s):USA FINANCIAL SECURITIES CORPORATION

Disclosures:
Experience:
33 years registered

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Disclaimers

AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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