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Financial planning in Bloomington, MN

20 advisers in Bloomington offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 20

Bane O'Leary LLC8000 Norman Center Drive, Suite 230 · Bloomington, MN 55437 · (952) 236-4213 · Financial planningCRD 286450 · % of assets, Hourly charges, Fixed fees · $85.3 million AUMState registeredNo commissions reportedBarrington Capital Management, INC.3800 American Boulevard West, Suite 1500 · Bloomington, MN 55431 · (952) 835-1000 · Financial planningCRD 115603 · % of assets, Hourly charges, Fixed fees · $11.9 million AUMState registeredNo commissions reportedBgm Wealth Management7900 International Drive, Suite 800 · Bloomington, MN 55425 · (952) 844-2500 · Financial planningCRD 110483 · % of assets, Hourly charges, Fixed fees · $517.5 million AUMSEC registeredNo commissions reportedBirchwood Financial Partners, INC.5601 Green Valley Dr., Suite 600 · Bloomington, MN 55437 · (952) 885-9088 · Financial planningCRD 169962 · % of assets, Hourly charges, Fixed fees · $853.2 million AUMSEC registeredNo commissions reportedBoyum Wealth Architects LLC3050 Metro Drive, Suite 200 · Bloomington, MN 55425 · (651) 289-6444 · Financial planningCRD 161261 · % of assets, Hourly charges, Fixed fees · $564.0 million AUMSEC registeredNo commissions reportedBps Capital Management, INC.7900 International Drive, Suite 1050 · Bloomington, MN 55425 · (952) 893-0177 · Financial planningCRD 120006 · % of assets, Fixed fees, Other · $3.1 billion AUMSEC registeredNo commissions reportedCaissa Wealth Strategies7825 Washington Ave S., Suite 725 · Bloomington, MN 55439 · (612) 426-6007 · Financial planningCRD 150458 · % of assets, Fixed fees · $297.0 million AUMSEC registeredNo commissions reportedCedar Cove Wealth Partners7900 Xerxes Ave S, Suite 1750 · Bloomington, MN 55431 · (952) 358-3456 · Financial planningCRD 336245 · % of assets, Hourly charges, Fixed fees · $455.0 million AUMSEC registeredNo commissions reportedCenturion Financial Strategies LLC3600 American Blvd W Suite 655 · Bloomington, MN 55431 · (612) 284-2409 · Financial planningCRD 316454 · % of assets, Hourly charges · $78.5 million AUMState registeredNo commissions reportedClerestory Advisors, INC3001 Metro Drive, Suite 220 · Bloomington, MN 55425 · (651) 209-2610 · Financial planningCRD 148264 · Fixed fees · $99.6 million AUMState registeredNo commissions reported
Guzek Asset Management1650 West 82nd St., Ste. 650 · Bloomington, MN 55431 · (952) 853-2234 · Financial planningCRD 139486 · Hourly charges, OtherState registeredNo commissions reportedJnba Financial Advisors, LLC8500 Normandale Lake Blvd, Suite 450 · Bloomington, MN 55437 · (952) 844-0995 · Financial planningCRD 106550 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedNaylor Asset Management, LLC3800 American Boulevard West, Suite 1500 · Bloomington, MN 55431 · (612) 940-0901 · Financial planningCRD 179536 · % of assets, Hourly charges · $42.0 million AUMState registeredNo commissions reportedPeak Financial Consulting, INC.1650 West 82nd Street, Suite 870 · Bloomington, MN 55431 · (952) 303-8200 · Financial planningCRD 291860 · % of assets, Fixed fees · $132.3 million AUMSEC registeredNo commissions reportedPetros Family Wealth, LLC8500 Normandale Lake Blvd, Suite 850 · Bloomington, MN 55437 · (612) 643-9995 · Financial planningCRD 324059 · % of assets, Fixed fees, Other · $341.6 million AUMSEC registeredNo commissions reportedPsc Financial LLC7900 International Drive, Suite 1075 · Bloomington, MN 55425 · (952) 777-3955 · Financial planningCRD 172054 · % of assets · $135.1 million AUMSEC registeredNo commissions reportedSummit Advisor Group3601 Minnesota Dr, Suite 960 · Bloomington, MN 55435 · (612) 474-0739 · Financial planningCRD 324490 · % of assets · $46.5 million AUMState registeredNo commissions reportedTrumix Advisors3800 American Boulevard West, Suite 350 · Bloomington, MN 55431 · (952) 222-8286 · Financial planningCRD 310222 · % of assets, Hourly charges, Fixed fees · $169.9 million AUMSEC registeredNo commissions reportedWebb Financial Group8120 Penn Avenue South, Suite 177 · Bloomington, MN 55431 · (952) 837-3200 · Financial planningCRD 106617 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reportedWisdom Wealth Management3800 American Blvd. West, Suite 920 · Bloomington, MN 55431 · (952) 800-4996 · Financial planningCRD 332421 · % of assets, Hourly charges, Fixed fees · $39.3 million AUMState registeredNo commissions reported