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Top Rated Financial Advisors in Litchfield, Minnesota

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Litchfield, Minnesota is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Litchfield, Minnesota with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Litchfield, Minnesota near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Kyle Kalkbrenner

Thrivent
CLTC®, CEPA®
Kyle Kalkbrenner, a financial fiduciary, provides financial services to clients in the Litchfield, Minnesota area. Kyle holds a CLTC®, CEPA® certification. Kyle has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

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Nate Bosek

Farther
CFP®
Nate Bosek, a financial fiduciary, provides financial services to clients in the Sartell, Minnesota area. Nate holds a CFP® certification. Nate has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting

    Name(s) of Custodian(s):
    Schwab

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Fiat Wealth Management

CFP®, RICP®
Fiat Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Wayzata, Minnesota area.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Edelman Financial Engines, LLC

Jon Hemmesch, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Minnetonka, Minnesota area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Name(s) of Custodian(s):
    Charles Schwab and others.

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Affiance Financial

CFP®, CPWA®, CLU®, BFA, AIF®, ChFC®
Affiance Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the St. Louis Park, Minnesota area.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management

    Name(s) of Custodian(s):
    Charles Schwab

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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC
CFA®
Joe Schwarz, a financial fiduciary, provides financial services to clients in the Minneapolis, Minnesota area. Joe holds a CFA® certification. Joe has over 27 years of experience.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Name(s) of Custodian(s):
    Fidelity Investments

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