AdvisorOS Directory
Claim Profile
City Directory

12 Financial Advisors in EXCELSIOR, MN

Registered investment advisors · SEC/FINRA data
Use our Fee Calculator to see what advisors in EXCELSIOR typically charge →
Kevin Michael Kinzie
LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, MN
Investment Management · Retirement Planning · Fee-Only Advisory
Robbie John Burkhart
BLUE ROCK ADVISORS, LLC·EXCELSIOR, MN
Retirement Planning
Jon Chadwick Essen
LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, MN
Investment Management · Retirement Planning · Fee-Only Advisory
Angela Merkel Knutzen
BLUE ROCK ADVISORS, LLC·EXCELSIOR, MN
Retirement Planning
Kari Kristine Haanstad
MODUS ADVISORS, LLC·EXCELSIOR, MN
CFA
Financial Planning · Investment Management · Wealth Management
Mark Frederick Steen
BLUE ROCK ADVISORS, LLC·EXCELSIOR, MN
Retirement Planning
Peter Michael Weiss
MODUS ADVISORS, LLC·EXCELSIOR, MN
Financial Planning · Investment Management · Wealth Management
Brian Francis Hull
LOCORR FUND MANAGEMENT, LLC·EXCELSIOR, MN
Investment Management · Retirement Planning · Fee-Only Advisory
Robert Wagner Fullerton
BLUE ROCK ADVISORS, LLC·EXCELSIOR, MN
Retirement Planning
Tad Michael Weiss
MODUS ADVISORS, LLC·EXCELSIOR, MN
CFP
Financial Planning · Investment Management · Wealth Management
Jason Patrick Good
INTELLIGENT FINANCIAL STRATEGIES, LLC·EXCELSIOR, MN
Financial Planning · Investment Management
Margaret Leigh Swanson
MODUS ADVISORS, LLC·EXCELSIOR, MN
Financial Planning · Investment Management · Wealth Management
📖 Read our guide: How to Choose a Financial Advisor in EXCELSIOR →

Are you a financial advisor in EXCELSIOR?

Claim your free profile to control your listing and connect with potential clients.

Browse All StatesAll Cities in Minnesota

Nearby Cities

AITKIN
2 advisors
ALBERT LEA
13 advisors
ALEXANDRIA
1 advisor
ANOKA
1 advisor
APPLE VALLEY
2 advisors
ARDEN HILLS
31 advisors
City Guides
MINNEAPOLIS GuideEDINA GuideMINNETONKA GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education