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Client Access

Find an independent financial advisor that will understand your specific situation.

Meet Our Advisors

Find an independent financial advisor that will understand your specific situation and provide individualized support to guide you towards your financial planning goals. First, tell us where you’re at and where you want to be, then we’ll match you with an advisor with the professional experience and knowledge to get you there!



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      Financial Advisor
      651 379-3930
      Minneapolis, MN
      Financial Advisor, AFC Financial Advisory Group
      708-957-2121
      Flossmoor, IL
      CFP®
      (612) 746-0665
      Minneapolis, MN
      Financial Advisor
      952 997-2102
      Burnsville, MN
      CFP®
      651 379-4804
      Woodbury, MN
      CFP®
      651 379-3901
      Minneapolis, MN
      CFP®, Phase 3 Advisory Services
      847 520-5545
      Buffalo Grove, IL
      Financial Advisor, Journey Financial Group
      847-229-9191
      Buffalo Grove, IL
      Financial Advisor
      651-481-8996
      Sommerset, WI
      CFP®
      651 379-3935
      Minneapolis, MN
      CFP®, LUTCF
      715 842-7100
      Weston, WI
      Financial Advisor
      952 997-8944
      Burnsville, MN
      CPA
      952 894-5221
      Burnsville, MN
      Financial Advisor
      520-790-2500
      Tucson, AZ
      AAMS®
      952 225-0325
      Minneapolis, MN
      CLTC, CDFA, Daly & Associates
      651 242-5433
      Woodbury, MN
      Financial Advisor
      651 379-3943
      Minneapolis, MN
      AAMS®
      952 225-0309
      Minneapolis, MN
      CFP®, CPA
      952 881-3577
      Bloomington, MN
      CFP®
      651 379-4801
      Woodbury, MN
      Financial Advisor
      952 225-0370
      Minneapolis, MN
      CFP®
      952 225-0349
      Minneapolis, MN
      CFP®, CLU
      320.762.7744
      Alexandria, MN
      Financial Advisor
      715 634-3246
      Hayward, WI
      Financial Advisor
      612 455-0448
      Minneapolis, MN
      Senior Retirement Plan Specialist
      952 225-0327
      Minneapolis, MN
      CFP®
      605 373-8800
      Brandon, SD
      Financial Advisor
      952-936-7995
      Minnetonka, MN
      CRPC®
      847 923-1707
      Elk Grove Village, IL
      Financial Advisor
      715-574-1385
      Weston, WI
      CFP®
      952 225-0334
      Minneapolis, MN
      Financial Advisor
      952 997-8940
      Burnsville, MN
      CFP®, CPA, Moser & Heier Financial Solutions
      630-322-9160
      Lisle, IL
      CFP®
      952 225-0312
      Minneapolis, MN
      CFP®
      651 379-3945
      Minneapolis, MN
      CFP®, CPA
      952 225-0396
      Minneapolis, MN
      CRPC®
      952 225-0358
      Minneapolis, MN
      Financial Advisor
      651 379-3919
      Minneapolis, MN
      Financial Advisor
      218 333-0524
      Bemidji, MN
      CFP®, CLU, ChFC®
      952 225-0353
      Minneapolis, MN
      AAMS®
      952 896-3892
      Bloomington, MN
      Financial Advisor, LUTCF
      320-762-7744
      Alexandria, MN
      Financial Advisor
      507 644-5000
      Redwood Falls, MN
      Financial Advisor
      708-749-4732
      Berwyn, IL
      CFP®
      651 379-3942
      Minneapolis, MN
      952 225-0338
      Minneapolis, MN
      CFP®, ChFC®
      952 225-0377
      Minneapolis, MN
      CFP®, MBA
      651 233-2111
      Woodbury, MN
      Financial Advisor
      651-233-2111
      Woodbury, MN
      CFP®
      952 225-0306
      Minneapolis, MN
      CFP®
      952 225-0310
      Minneapolis, MN
      AIF®
      612 618-2848
      Shakopee, MN
      CFP®, AFC Financial Advisory Group
      708-957-2121
      Flossmoor, IL
      CFP®
      952 225-0322
      Minneapolis, MN
      Financial Advisor
      651 674-2254
      North Branch, MN
      Financial Advisor, Militello Wealth Management, LLC
      314 655-2118
      Clayton, MO
      Financial Advisor
      612-455-0446
      Saint Anthony, MN
      CFP®, CPA, Moser & Heier Financial Solutions
      630-322-9160
      Lisle, IL
      Financial Advisor
      952 225-0319
      Minneapolis, MN
      Financial Advisor
      952 225-0350
      Minneapolis, MN
      CFP®
      952 225-0343
      Minneapolis, MN
      CFS
      651 379-3922
      Minneapolis, MN
      Financial Advisor
      952 225-0348
      Minneapolis, MN
      CPA
      952 884-4206
      Bloomington, MN
      CFP®
      952 225-0315
      Minneapolis, MN
      Financial Advisor
      630-858-7673
      Glen Ellyn, IL
      Financial Advisor
      952 997-2103
      Burnsville, MN
      CFP®
      715 842-7100
      Weston, WI
      Financial Advisor
      651 998-1150
      Woodbury, MN
      CFP®, CPC
      952 844-9880
      Edina, MN
      Financial Advisor
      952-844-9880
      Edina, MN
      Financial Advisor
      952 442-6352
      Waconia, MN
      CFP®, ChFC®, CLU
      708 386-2912
      Oak Park, IL
      Financial Advisor
      952-548-8105
      Minneapolis, MN
      Financial Advisor
      952-548-8101
      Minneapolis, MN
      Financial Advisor
      630-858-7673
      Glen Ellyn, IL
      Financial Advisor
      218-435-1595
      Fosston, MN
      CFP®
      651 379-3924
      Minneapolis, MN
      Financial Advisor
      708 246-4477
      Western Springs, IL
      CFP®
      612 746-0588
      Minneapolis, MN
      Financial Advisor
      952 225-0301
      Minneapolis, MN
      CFP®
      651 462-7636
      Stacy, MN
      CFP®
      952 225-0345
      Minneapolis, MN
      Financial Advisor
      952 225-0342
      Minneapolis, MN
      CFP®
      952 225-0355
      Minneapolis, MN
      Retirement Plan Advisor
      715 571-6448
      Weston, WI
      Financial Advisor
      612-799-0742
      Bloomington, MN
      Financial Advisor, Journey Financial Group
      847-229-9191
      Buffalo Grove, IL
      Financial Advisor
      952 225-0344
      Minneapolis, MN
      CFP®
      651 379-3909
      Minneapolis, MN
      Financial Advisor
      630-858-7673
      Glen Ellyn, IL
      Financial Advisor
      219-736-1188
      Merrilville, IN
      Independent Financial Advisor
      Financial Advisor
      320-257-0078
      Waite Park, MN
      CFP®, Financial Advisor
      507-932-0254
      St. Charles, MN
      CLU, ChFC, CASL
      507 237-4175
      Gaylord, MN
      CFP®, Phase 3 Advisory Services
      847-520-5545
      Buffalo Grove, IL
      CFP®
      952 225-0303
      Minneapolis, MN
      CFP®
      952 997-8955
      Minneapolis, MN
      Associate Advisor
      952-225-0392
      Minneapolis, MN
      651 379-3963
      Minneapolis, MN
      ChFC®
      320 631-2222
      Little Falls, MN

      CONTACT FORM

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      OUR LOCATIONS

      We have advisors located in 43 branch offices across 7 states, and our advisors work with clients across the entire U.S.

      Minneapolis Main Office
      1300 Godward St. NE
      Suite 5500
      Minneapolis, MN 55413
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      Minnetonka Hub Office
      1000 Shelard Parkway
      Suite 300
      Minnetonka, MN 55426
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      Burnsville Hub Office
      350 W. Burnsville
      Suite 575
      Burnsville, MN 55337
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