banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in Milaca, 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 Milaca, 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 Milaca, 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 Milaca, 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.

badge

Jordan DeBoer

Calibration Financial
AWMA®, CFP®
Jordan DeBoer, a financial fiduciary, provides financial services to clients in the Milaca, Minnesota area. Jordan holds a AWMA®, CFP® certification. Jordan has over 9 years of experience.
Milaca, MN
Telephone Advisor
Telephone: 320-362-6002
Visit Advisor Website
https://www.calibrationfinancial.com

Additional Information:

Years of Experience:
9 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

Asset Requirement: $200,000

    Financial Services Provided:

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

Nate Bosek

Farther Finance, LLC
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.
Sartell, MN
Telephone Advisor
Telephone: 320-272-2551
Visit Advisor Website
https://www.farther.com/advisor/nate-bosek

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

badge

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.
Wayzata, MN
Telephone Advisor
Telephone: 651-299-1970
Visit Advisor Website
www.fiatwm.com

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

badge

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.
St. Louis Park, MN
Telephone Advisor
Telephone: 952-544-9818
Visit Advisor Website
www.affiancefinancial.com

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

badge

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.
Minnetonka, MN
Telephone Advisor
Telephone: 877-208-7414
Visit Advisor Website
https://www.edelmanfinancialengines.com/

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

badge

Bernicke Wealth Management

CFP®
Ty Bernicke, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Woodbury, Minnesota area.
Woodbury, MN
Telephone Advisor
Telephone: 715-832-1173
Visit Advisor Website
https://www.bernicke.com/

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Based

Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
Get Matched With Advisors