Geneos Wealth Management
31yrs
Top 14% by experience in Minnesota
Financial advisors in Plainview, MN
Looking for a financial advisor in Plainview, MN? We list 4 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
4Advisors with offices here
12Median years of experience
0%At fee-only firms
3Firms represented
Largest firms here: Geneos Wealth Management (2), Edward Jones (1), Thrivent Investment Management (1).
Nearby: Elgin, Eyota, Saint Charles, Wabasha, Oronoco, Rochester, Lewiston, Lake City.
Edward Jones
12yrs
More experience than 57% of advisors at Edward Jones
Thrivent Investment Management
10yrs
More experience than 53% of advisors at Thrivent Investment Management
Geneos Wealth Management
4yrs
4 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.