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Financial Planning in Minneapolis

Joseph Johnston, AAMS® - SPIRE Retirement & Investment Services

Plan today for the future you envision.

For over 33 years, Joseph has had the privilege of helping clients navigate their financial future. Focusing on retirement planning, he helps his clients create portfolios that allow them to confidently retire and stop working but still continue to keep living and enjoying life. Joseph will work with you to develop a specific investment program personalized for you. He will... Read More about Joseph Johnston, AAMS® - SPIRE Retirement & Investment Services

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TruStone Financial Credit Union

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2817 Lyndale Ave S, Minneapolis, MN

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TruStone Financial is a full-service credit union serving Minnesota and Wisconsin since 1939. Having been founded as a teachers’ credit union, education was built into our mission: to engage, educate, and inspire our members to achieve lifelong financial well-being. TruStone is honored to have been named as one of Newsweek’s Best Credit Unions in America in 2023, 2024 and 2025.... Read More about TruStone Financial Credit Union

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Kevin Kirsch - Thrivent

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600 Portland Avenue, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kevin Kirsch is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Kevin Kirsch - Thrivent

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Marcia Alexander - Thrivent

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3433 Broadway Street Northeast, Minneapolis, MN

612-702-9631

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Marcia Alexander - Thrivent

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3433 Broadway Street Northeast, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Marcia Alexander is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Marcia Alexander - Thrivent

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Aaron Jones - Thrivent

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3433 Broadway Street Northeast, Minneapolis, MN

612-702-9631

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Aaron Jones - Thrivent

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3433 Broadway Street Northeast, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Aaron Jones is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Aaron Jones - Thrivent

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Mark Halstensgard - Thrivent

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3433 Broadway St. NE, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mark Halstensgard is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Mark Halstensgard - Thrivent

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Michael Meader - Thrivent

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3433 Broadway Street Northeast, Minneapolis, MN

651-271-5421

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Michael Meader - Thrivent

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3433 Broadway Street Northeast, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Meader is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Michael Meader - Thrivent

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Brian Macho - Thrivent

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3433 Broadway St NE, Minneapolis, MN

651-287-9408

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Brian Macho - Thrivent

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3433 Broadway St NE, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Macho is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brian Macho - Thrivent

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Wil Wong - Thrivent

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3433 Broadway Street NE, Minneapolis, MN

651-287-9420

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Wil Wong - Thrivent

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3433 Broadway Street NE, Minneapolis, MN

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Wil Wong is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Minneapolis, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Wil Wong - Thrivent

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Samuel DeSautel - Financial Advisor, Ameriprise Financial Services, LLC

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333 S 7th St, Minneapolis, MN

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Minneapolis, MN area, Samuel DeSautel will take the time to understand you and your goals, as well as those changing... Read More about Samuel DeSautel - Financial Advisor, Ameriprise Financial Services, LLC

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CNumberz

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North 1st Avenue, Minneapolis, MN

952-900-7646

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CNumberz Verified by Uberall

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North 1st Avenue, Minneapolis, MN

At CNumberz we manage your books and provide strategic accounting information and advice that will help you see what is actually happening in your business. We give you intelligence that you can use to help drive the growth of your company, and as a Fractional CFO we can be there every step of the way for all the really important... Read More about CNumberz

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Darcy Frederickson - RBC Wealth Management Financial Advisor Verified by Yext

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250 Nicollet Mall, Minneapolis, MN

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Kadence Wealth

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701 4th Ave South, Suite 1500, Minneapolis, MN

612-347-8653

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Kadence Wealth Verified by Yext

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701 4th Ave South, Suite 1500, Minneapolis, MN

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At Kadence Wealth, we believe in working towards your financial goals at a steady, methodical pace. Our team will provide you with a comprehensive financial plan in simple, straightforward terms complete with a checklist to keep you on track. We promise to support you and help you get organized while we work in tandem towards your goals. We are committed... Read More about Kadence Wealth

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SamHafermann.com Verified by Uberall

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Trusted sell-side M&A advisor to entrepreneurs, private equity groups and corporations.

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OurFamilyWizard LLC

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729 North Washington Avenue, Minneapolis, MN

866-755-9991

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OurFamilyWizard LLC Verified by Soci

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729 North Washington Avenue, Minneapolis, MN

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Carson Wealth

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1300 Godward Street NE Suite 3900, Minneapolis, MN

612-254-0000

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Carson Wealth Verified by Yext

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1300 Godward Street NE Suite 3900, Minneapolis, MN

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May Financial Planning

May Financial Planning

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701 4th Avenue South, Minneapolis, MN

612-347-7819

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May Financial Planning

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701 4th Avenue South, Minneapolis, MN

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TruStone Financial Credit Union

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2535 27th Ave S, Minneapolis, MN

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TruStone Financial is a full-service credit union serving Minnesota and Wisconsin since 1939. Having been founded as a teachers’ credit union, education was built into our mission: to engage, educate, and inspire our members to achieve lifelong financial well-being. TruStone is honored to have been named as one of Newsweek’s Best Credit Unions in America in 2023, 2024 and 2025.... Read More about TruStone Financial Credit Union

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CNumberz
CNumberz
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CNumberz
North 1st Avenue, Minneapolis, MN 952-900-7646
701 4th Ave South, Suite 1500, Minneapolis, MN 612-347-8653
729 North Washington Avenue, Minneapolis, MN 866-755-9991
Carson Wealth
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Carson Wealth
1300 Godward Street NE Suite 3900, Minneapolis, MN 612-254-0000
701 4th Avenue South, Minneapolis, MN 612-347-7819