ChooseAFinancialAdvisor.com

CPA financial planners in Minnesota

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

30 advisors

Legacies Wealth
36yrs
Todd David Witcraft
Financial advisor
601 Carlson Parkway Suite 1400
Minnetonka, MN 55305
Top 7% by experience in Minnesota
CPA/PFS
Call Directions
LPL Financial
36yrs
Douglas Lee Ritter
Financial advisor
307 Dakota St
Red Wing, MN 55066
Top 5% by experience in Red Wing
CFP®CPA/PFSFiduciary
Call Directions
Laurel Wealth Planning
34yrs
Laura Ann Kuntz
Financial advisor
3300 Edinborough Way Suite 790
Edina, MN 55435
Top advisor by experience at Laurel Wealth Planning
CPA/PFSFiduciary
Call Directions
Wealth Enhancement Advisory Services
33yrs
Richard Joseph Alphonso
Financial advisor
505 N Highway 169 Suite 900
Plymouth, MN 55441
Top 10% by experience in Minnesota
CPA/PFSFiduciary
Call Directions
J. W. Cole Advisors
32yrs
Richard Wayne Ramsay
Financial advisor
1620 Mahtomedi Avenue
Mahtomedi, MN 55115
Top 13% by experience in Minnesota
CPA/PFSFiduciary
Call Directions
Gradient Advisors
31yrs
Brent A Marshall
Financial advisor
4105 Lexington Avenue N. Suite 225
Arden Hills, MN 55126
Top 6% by experience at Gradient Advisors
CPA/PFSFiduciary
Call Directions
CX Institutional
31yrs
Susan Gay Isaacson
Financial advisor
7900 International Drive, Suite #510
Bloomington, MN 55425
Top 10% by experience at CX Institutional
CFP®CPA/PFSFiduciary
Call Directions
Ameriprise Financial Services
31yrs
Thomas D Jenson
Financial advisor
11850 Fountains Way, Suite 200
Maple Grove, MN 55369
Top 14% by experience in Minnesota
CPA/PFS
Call Directions
Edward Jones
29yrs
Kevin Mahoney
Financial advisor
902 E 2nd St Suite 201
Winona, MN 55987
Top 6% by experience at Edward Jones
CFP®CPA/PFSFiduciary
Call Directions
Wealth Enhancement Advisory Services
28yrs
Lynnette Diane Okwuonu
Financial advisor
505 N Highway 169 Suite 900
Plymouth, MN 55441
Top 18% by experience in Minnesota
CPA/PFS
Call Directions
Cetera Investment Advisers
28yrs
David Clyde Anfinson
Financial advisor
223 Main St
Melrose, MN 56352
Top 20% by experience in Minnesota
CPA/PFSFiduciary
Call Directions
Silveroak Wealth Management
27yrs
Kathleen Jean Nelson
Financial advisor
3600 Minnesota Drive Suite 860
Edina, MN 55435
Top 22% by experience in Minnesota
CFP®CPA/PFSFiduciary
Call Directions
Creative Planning
27yrs
Nathan Wenner
Financial advisor
3800 American Boulevard West, Suite 1000
Bloomington, MN 55431
Top 11% by experience at Creative Planning
CFP®CPA/PFSFiduciary
Call Directions
Savant Wealth Management
27yrs
Kristy Michelle Schaffer
Financial advisor
2250 Town Square Tower 445 Minnesota St
St Paul, MN 55101
Top 16% by experience at Savant Wealth Management
CFP®CPA/PFSFiduciary
Call Directions
Provident Financial Group
26yrs
Trevor Allan Lastoka
Financial advisor
Bloomington, MN
More experience than 74% of advisors in Minnesota
CPA/PFSFiduciary
Call Directions
Panoramic Financial Management
25yrs
Paul Wayne Swanson
Financial advisor
Burnsville, MN
More experience than 73% of advisors in Minnesota
CFP®CPA/PFSFiduciary
Call Directions
Compass Private Wealth Consulting
23yrs
Richard Russell Miller
Financial advisor
Prior Lake, MN
More experience than 69% of advisors in Minnesota
CFP®CPA/PFS
Call Directions
LPL Financial
23yrs
Steven Eugene Opdahl
Financial advisor
10400 Viking Dr Suite 530
Eden Prairie, MN 55344
More experience than 68% of advisors in Minnesota
CPA/PFSPlanningInvesting
Call Directions
Silveroak Wealth Management
21yrs
Christopher Michael Link
Financial advisor
3600 Minnesota Drive Suite 860
Edina, MN 55435
More experience than 64% of advisors in Minnesota
CFP®CPA/PFSFiduciary
Call Directions
Cliftonlarsonallen Wealth Advisors
19yrs
Derek Jon Hicks
Financial advisor
220 S. Sixth Street Suite 300
Minneapolis, MN 55402
More experience than 72% of advisors at Cliftonlarsonallen Wealth Advisors
CFACFP®CPA/PFS
Call Directions
Cetera Investment Advisers
16yrs
Vincent J Lloyd
Financial advisor
Woodbury, MN
More experience than 53% of advisors in Woodbury
CPA/PFSFiduciary
Call Directions
LPL Financial
16yrs
Jeffrey Thomas Erpelding
Financial advisor
605 Boone Ave N
Golden Valley, MN 55427
More experience than 51% of advisors in Minnesota
CFACPA/PFSFiduciary
Call Directions

Filter by location and more