Financial Advisors in Minnesota
Showing 1-6 of 6 advisors
Minneapolis, MN
Karly Wakely
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
16 years
New Brighton, MN
Robert Bruner
Valtinson Bruner Financial Planning LLC
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+3
Typical Clientele
RetireesSurviving Spouses+3
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
25 years
Minneapolis, MN
David Bromelkamp
Allodium Investment Consultants
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+9
Typical Clientele
InheritorsParents of Special Needs Children+11
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
37 years
New Brighton, MN
Brandon Valtinson
Valtinson Bruner Financial Planning
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+3
Typical Clientele
InheritorsRetirees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Minnetonka, MN
Andrew Dressel
Abundo Wealth
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsCollege Planning
Pricing Model:
Subscription fee
Number of Clients
N/A
Years of Experience:
11 years
Minneapolis, MN
Eric Simonson
Abundo Wealth
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+2
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years