CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.
Legacies Wealth
Top 7% by experience in Minnesota
CPA/PFS
LPL Financial
Top 5% by experience in Red Wing
CFP®CPA/PFSFiduciary
Laurel Wealth Planning
34yrs
Laura Ann KuntzFinancial advisor
3300 Edinborough Way Suite 790
Edina, MN 55435
Top advisor by experience at Laurel Wealth Planning
CPA/PFSFiduciary
Wealth Enhancement Advisory Services
Top 10% by experience in Minnesota
CPA/PFSFiduciary
J. W. Cole Advisors
Top 13% by experience in Minnesota
CPA/PFSFiduciary
Gradient Advisors
31yrs
Brent A MarshallFinancial advisor
4105 Lexington Avenue N. Suite 225
Arden Hills, MN 55126
Top 6% by experience at Gradient Advisors
CPA/PFSFiduciary
CX Institutional
31yrs
Susan Gay IsaacsonFinancial advisor
7900 International Drive, Suite #510
Bloomington, MN 55425
Top 10% by experience at CX Institutional
CFP®CPA/PFSFiduciary
Ameriprise Financial Services
31yrs
Thomas D JensonFinancial advisor
11850 Fountains Way, Suite 200
Maple Grove, MN 55369
Top 14% by experience in Minnesota
CPA/PFS
360 Financial
Top 17% by experience in Minnesota
CPA/PFSFiduciary
Edward Jones
29yrs
Kevin MahoneyFinancial advisor
902 E 2nd St Suite 201
Winona, MN 55987
Top 6% by experience at Edward Jones
CFP®CPA/PFSFiduciary
Wealth Enhancement Advisory Services
Top 18% by experience in Minnesota
CPA/PFS
Cetera Investment Advisers
Top 20% by experience in Minnesota
CPA/PFSFiduciary
Silveroak Wealth Management
Top 22% by experience in Minnesota
CFP®CPA/PFSFiduciary
Creative Planning
27yrs
Nathan WennerFinancial advisor
3800 American Boulevard West, Suite 1000
Bloomington, MN 55431
Top 11% by experience at Creative Planning
CFP®CPA/PFSFiduciary
Cetera Investment Advisers
Top 23% by experience in Minnesota
CPA/PFSFiduciary
Savant Wealth Management
Top 16% by experience at Savant Wealth Management
CFP®CPA/PFSFiduciary
Provident Financial Group
More experience than 74% of advisors in Minnesota
CPA/PFSFiduciary
Panoramic Financial Management
More experience than 73% of advisors in Minnesota
CFP®CPA/PFSFiduciary
Compass Private Wealth Consulting
More experience than 69% of advisors in Minnesota
CFP®CPA/PFS
LPL Financial
More experience than 68% of advisors in Minnesota
Silveroak Wealth Management
More experience than 64% of advisors in Minnesota
CFP®CPA/PFSFiduciary
Cliftonlarsonallen Wealth Advisors
19yrs
Derek Jon HicksFinancial advisor
220 S. Sixth Street Suite 300
Minneapolis, MN 55402
More experience than 72% of advisors at Cliftonlarsonallen Wealth Advisors
CFACFP®CPA/PFS
Cetera Investment Advisers
More experience than 53% of advisors in Woodbury
CPA/PFSFiduciary
LPL Financial
More experience than 51% of advisors in Minnesota
CFACPA/PFSFiduciary