Finance & Investment · Minneapolis, United States

Finance & Investment Experts in Minneapolis, United States

Browse 44 verified Finance & Investment professionals based in Minneapolis, United States on Prezlo.

Finance & Investment📍 Minneapolis, United States
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If you're looking for a verified and licensed Finance & Investment expert in Minneapolis, United States, these trusted professionals are a strong starting point. Their specialties include Investment Consulting, Retirement Planning, Investment Strategy Development and Investment Management. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Matt Posteuca

Matt Posteuca

Finance & Investment specializing in Investment Consulting

Finance & Investment 📍 Minneapolis, United States
Investment ConsultingRetirement PlanningWealth Management
Matt Koelsch, CFP®, CRPC®

Matt Koelsch, CFP®, CRPC®

Finance & Investment focused on Retirement Planning and Investment Strategy Development

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Luke Eberly, CFP®

Luke Eberly, CFP®

Retirement Planning professional in Minneapolis

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Shannon Foreman

Shannon Foreman

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Ian Piety

Ian Piety

Finance & Investment professional in Investment Consulting

Finance & Investment 📍 Minneapolis, United States
Investment ConsultingPortfolio ManagementFinancial Planning
Rick Shaeffer

Rick Shaeffer

Retirement Planning practitioner | Wealth Management

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningWealth ManagementInvestment Strategy
Julie Grey, CFA® CPA

Julie Grey, CFA® CPA

Research in Investment Strategy Development and Tax Optimization For High Net Worth Individuals

Finance & Investment 📍 Minneapolis, United States
Investment Strategy DevelopmentTax Optimization for High Net Worth IndividualsRetirement Planning
Bryan Grimm, CFA

Bryan Grimm, CFA

Finance & Investment focused on Retirement Plan Consulting and Investment Strategy Development

Finance & Investment 📍 Minneapolis, United States
Retirement Plan ConsultingInvestment Strategy DevelopmentRisk Management
Mai S. Yang, CFP®

Mai S. Yang, CFP®

Financial Planning For Underserved Communities professional in Minneapolis

Finance & Investment 📍 Minneapolis, United States
Financial Planning for Underserved CommunitiesInvestment Strategies for New InvestorsDebt Management Solutions
Jonathan Breunig, CFP®

Jonathan Breunig, CFP®

Guiding Clients to Financial Freedom with Tailored Wealth Strategies

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Ryan Bergan

Ryan Bergan

Crafting Tailored Wealth Strategies for Ultra-High-Net-Worth Clients

Finance & Investment 📍 Minneapolis, United States
Wealth ManagementInvestment StrategyFinancial Planning
Damon Dunkel

Damon Dunkel

Investment Strategy Development with expertise in Portfolio Management

Finance & Investment 📍 Minneapolis, United States
Investment Strategy DevelopmentPortfolio ManagementRisk Assessment
Jerry Skalsky, CFP

Jerry Skalsky, CFP

Retirement Planning | Minneapolis

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Ryan K.

Ryan K.

Retirement Planning — Investment Strategies

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment StrategiesWealth Management
Emma Waller

Emma Waller

Investment Planning | Minneapolis

Finance & Investment 📍 Minneapolis, United States
Investment PlanningRetirement StrategiesTax Optimization
Nicole Boor, CFP®

Nicole Boor, CFP®

Finance & Investment | Retirement Planning

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Stacie Price

Stacie Price

Tailored Wealth Strategies for Lasting Financial Legacies

Finance & Investment 📍 Minneapolis, United States
Wealth ManagementInvestment StrategyRetirement Planning
Maria Taylor, CFP®

Maria Taylor, CFP®

Finance & Investment | Retirement Planning

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Kyle Orrock

Kyle Orrock

Cultivating Tomorrow's Financial Leaders at Northwestern Mutual Minneapolis

Finance & Investment 📍 Minneapolis, United States
Financial Advisor DevelopmentInvestment Strategy ConsultingInsurance Solutions
Chris Kane, CIMA®

Chris Kane, CIMA®

Structured Products | Minneapolis

Finance & Investment 📍 Minneapolis, United States
Structured ProductsAlternative InvestmentsSecurities Wholesaling
Steve Ohm

Steve Ohm

Guiding Your Financial Future with Personalized Investment Strategies

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Chad Olson

Chad Olson

Finance & Investment leader in Family Wealth Management and Trust And Estate Planning

Finance & Investment 📍 Minneapolis, United States
Family Wealth ManagementTrust and Estate PlanningInvestment Portfolio Optimization
Will Bennett

Will Bennett

Retirement Planning with expertise in Investment Portfolio Management

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment Portfolio ManagementTax Optimization Strategies
Tim Ronning, CFP®

Tim Ronning, CFP®

Leading Finance voice in Retirement Planning and Investment Management

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Sam W.

Sam W.

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Shae Nelson

Shae Nelson

Guiding Accredited Investors to Financial Success with Personalized Strategies

Finance & Investment 📍 Minneapolis, United States
Wealth ManagementInvestment StrategiesRetirement Planning
Sam Rouman, CFP©

Sam Rouman, CFP©

Guiding Your Financial Future with Personalized Wealth Strategies

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
John Penshorn

John Penshorn

Wealth Management and Portfolio Diversification expert

Finance & Investment 📍 Minneapolis, United States
Wealth ManagementPortfolio DiversificationRetirement Planning
Anders Haugen, CFP®, ChFC®

Anders Haugen, CFP®, ChFC®

Retirement Planning and Investment Management expert

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningInvestment ManagementTax Optimization
Josh Arnold

Josh Arnold

Finance & Investment professional in Retirement Planning

Finance & Investment 📍 Minneapolis, United States
Retirement PlanningPortfolio ManagementIRA Advisory
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