Mutual Funds in Excelsior, MN

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1. Edward Jones - Financial Advisor: Marianne J Laurent, AAMS™

Edward Jones - Financial Advisor: Marianne J Laurent, AAMS™

464 2nd St Ste 209, Excelsior, MN 55331

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

4. Kristin Groenewold - Old National Bank

Kristin Groenewold - Old National Bank

600 W 78th St, Chanhassen, MN 55317

CLOSED NOW:Closed

From Business: Kristin Groenewold - Old National Bank can help you secure the financing you need to purchase, renovate, build, or refinance your dream home. At Old National Bank, we offer a…

5. Jake Clermont - COUNTRY Financial representative

Jake Clermont - COUNTRY Financial representative

5100 Thimsen Ave Ste 240, Minnetonka, MN 55345

CLOSED NOW:Closed

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

6. Edward Jones - Financial Advisor: Paul A Affeldt

Edward Jones - Financial Advisor: Paul A Affeldt

3600 Shoreline Dr, Wayzata, MN 55391

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

7. Michael Schall - Private Wealth Advisor, Ameriprise Financial Services

Michael Schall - Private Wealth Advisor, Ameriprise Financial Services

16180 Highway 7, Minnetonka, MN 55345

CLOSED NOW:Closed

From Business: 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…

8. Jay Ricci - Financial Advisor, Ameriprise Financial Services

Jay Ricci - Financial Advisor, Ameriprise Financial Services

16180 Highway 7, Minnetonka, MN 55345

CLOSED NOW:Closed

From Business: 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…

9. Multi-Funds-Jake Saba

Multi-Funds-Jake Saba

Wayzata, MN 55391

From Business: 3rd Party Distribution and Marketing for Boutique Asset Managers. Consulting services for both Asset Managers and Financial Advisors. Funds, SaaS, Lending and more.

10. Hassan Ali - COUNTRY Financial Representative

Hassan Ali - COUNTRY Financial Representative

2651 W 78th St, Chanhassen, MN 55317

CLOSED NOW:Closed

From Business: What does your future look like? Maybe it includes building your dream home, buying a new car, renovating your kitchen or going back to school. Maybe you want to send your kids…

YP
100 Years
in Business

11. Country Financial

Country Financial

5101 Thimsen Ave, Minnetonka, MN 55345

CLOSED NOW:8:00 am - 5:00 pm

14. Roh Inc

Roh Inc

130 Lake St W, Wayzata, MN 55391

15. John Comer

John Comer

Two Carlson Parkway North, Suite 110, Plymouth, MN 55447

16. Edward Jones - Financial Advisor: Maria Taylor

Edward Jones - Financial Advisor: Maria Taylor

16550 W 78th St Ste D, Eden Prairie, MN 55346

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

17. Edward Jones - Financial Advisor: Becky Watson

Edward Jones - Financial Advisor: Becky Watson

8929 Aztec Dr, Eden Prairie, MN 55347

CLOSED NOW:Closed

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

18. Cynthia Theisen - Old National Bank

Cynthia Theisen - Old National Bank

135 Central Ave N, Wayzata, MN 55391

CLOSED NOW:Closed

From Business: Cynthia Theisen - Old National Bank can help you secure the financing you need to purchase, renovate, build, or refinance your dream home. At Old National Bank, we offer a wide…

YP
191 Years
in Business

19. Damian Nold - Financial Advisor, Ameriprise Financial Services

Damian Nold - Financial Advisor, Ameriprise Financial Services

12900 Whitewater Dr Ste 101, Minnetonka, MN 55343

From Business: 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…

20. Matthew Beck - Financial Advisor, Ameriprise Financial Services

Matthew Beck - Financial Advisor, Ameriprise Financial Services

12900 Whitewater Dr Ste 101, Minnetonka, MN 55343

CLOSED NOW:Closed

From Business: 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…

21. Jamie Lippert - Financial Advisor, Ameriprise Financial Services

Jamie Lippert - Financial Advisor, Ameriprise Financial Services

15600 Wayzata Blvd Ste 104, Wayzata, MN 55391

From Business: 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…

22. Luke Headley - Private Wealth Advisor, Ameriprise Financial Services

Luke Headley - Private Wealth Advisor, Ameriprise Financial Services

701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305

From Business: 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…

23. Micah Benway - Private Wealth Advisor, Ameriprise Financial Services

Micah Benway - Private Wealth Advisor, Ameriprise Financial Services

701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305

From Business: 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…

24. Grant Fjosne - Private Wealth Advisor, Ameriprise Financial Services

Grant Fjosne - Private Wealth Advisor, Ameriprise Financial Services

701 Carlson Pkwy Ste 1040, Minnetonka, MN 55305

CLOSED NOW:Closed

From Business: 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…

25. Chris Shedd - Old National Bank

Chris Shedd - Old National Bank

775 Prairie Center Dr Ste 100, Eden Prairie, MN 55344

CLOSED NOW:Closed

From Business: Chris Shedd - Old National Bank can help you secure the financing you need to purchase, renovate, build, or refinance your dream home. At Old National Bank, we offer a wide…

YP
191 Years
in Business

26. Clarity Financial

Clarity Financial

10417 Excelsior Blvd Ste 1, Hopkins, MN 55343

From Business: Clarity Financial is a team of dedicated, intelligent, and fun financial professionals. We joyfully think and read about financial planning in our free time, and we work to…

YP
23 Years
in Business

27. Fidelity Investments

Fidelity Investments

11450 Wayzata Blvd, Minnetonka, MN 55305

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

28. Old National Bank

Old National Bank

1630 Arboretum Blvd, Victoria, MN 55386

CLOSED NOW:Closed

From Business: Old National Bank is your bank for Victoria. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…

29. Old National Bank

Old National Bank

301 N Chestnut St, Chaska, MN 55318

CLOSED NOW:Closed

From Business: Old National Bank is your bank for Chaska. Our focus is on helping you achieve your financial goals and working to strengthen the communities we serve in Illinois, Indiana,…

30. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

445 Lake St E, Wayzata, MN 55391

CLOSED NOW:9:00 am - 5:00 pm

From Business: Morgan Stanley Smith Barney LLC is one of the leading global financial services firms that offers a range of investment banking, securities, investment and wealth management…

We found 289 results for Mutual Funds in or near Excelsior, MN.They also appear in other related business categories including Investment Management, Financial Planners, and Financial Services. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Plymouth - Wayzata, West Bloomington, and Normandale Lake District.