Financial Planners in Lakeville, MN

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1. Gehrke, Steven

Gehrke, Steven

19950 Dodd Blvd, Lakeville, MN 55044

From Business: The advisor listed is an Ameriprise financial advisor in Lakeville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

2. Josh Malwitz - Thrivent

Josh Malwitz - Thrivent

19950 Dodd Blvd Ste 102, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Josh Malwitz is committed to providing financial advice,…

3. Keenan Devine - Thrivent

Keenan Devine - Thrivent

19950 Dodd Blvd, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Keenan Devine is committed to providing financial advice,…

4. Gail Nieuwsma - Thrivent

Gail Nieuwsma - Thrivent

19950 Dodd Blvd Ste 102, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Gail Nieuwsma is committed to providing financial advice,…

5. Scot Kretzschmar - Thrivent

Scot Kretzschmar - Thrivent

19950 Dodd Blvd Ste 102, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scot Kretzschmar is committed to providing financial advice,…

6. Scott Erickson - Thrivent

Scott Erickson - Thrivent

19950 Dodd Blvd, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scott Erickson is committed to providing financial advice,…

7. Rebecca Devine - Thrivent

Rebecca Devine - Thrivent

19950 Dodd Blvd, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rebecca Devine is committed to providing financial advice,…

8. Paul Bayer - Thrivent

Paul Bayer - Thrivent

Lakeville Executive Suites 19950 Dodd Blvd Suite 102, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Paul Bayer is committed to providing financial advice,…

9. Stonebrooke Wealth Management Inc.

Stonebrooke Wealth Management Inc.

17850 Kenwood Trl, Lakeville, MN 55044

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

From Business: Stonebrooke Wealth Management Inc. In a field that is becoming cloudy, crowded and commoditized, it takes a committed effort to rise up and above the rest. Each of us at…

YP
15 Years
in Business

10. Steven J Gehrke - Financial Advisor, Ameriprise Financial Services

Steven J Gehrke - Financial Advisor, Ameriprise Financial Services

17305 Cedar Ave S Ste 220, Lakeville, MN 55044

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…

11. Brian Villanueva - Financial Advisor, Ameriprise Financial Services

Brian Villanueva - Financial Advisor, Ameriprise Financial Services

17305 Cedar Ave S Ste 220, Lakeville, MN 55044

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…

12. Bruce A Hennen - Private Wealth Advisor, Ameriprise Financial Services

Bruce A Hennen - Private Wealth Advisor, Ameriprise Financial Services

17305 Cedar Ave S Ste 220, Lakeville, MN 55044

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

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…

14. Diversified Wealth Management, LLC

Diversified Wealth Management, LLC

7303 161st St Suite 200, Lakeville, MN 55044

CLOSED NOW:9:00 am - 5:00 pm
YP
12 Years
in Business

16. Edward Jones - Financial Advisor: Kellee Ablard

Edward Jones - Financial Advisor: Kellee Ablard

17305 Cedar Ave S Ste 250, Lakeville, MN 55044

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

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. Mark Warner - COUNTRY Financial representative

Mark Warner - COUNTRY Financial representative

8500 210th St W, Lakeville, MN 55044

From Business: Mark Warner is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Lakeville, MN 55044

18. Lance Wagner - Wealth Advisor

Lance Wagner - Wealth Advisor

20280 Iberia Ave, Lakeville, MN 55044

CLOSED NOW:9:00 am - 4:00 pm

From Business: Lance has been a financial advisor for over 22 years. He has been with Frandsen Investment Services for over 2 years and helps his clients through comprehensive planning design…

19. Mark Larson - Thrivent

Mark Larson - Thrivent

19950 Dodd Blvd Ste 102, Lakeville, MN 55044

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mark Larson is committed to providing financial advice,…

20. Cody Wald - Financial Advisor, Ameriprise Financial Services

Cody Wald - Financial Advisor, Ameriprise Financial Services

17305 Cedar Ave S Ste 220, Lakeville, MN 55044

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. Prudential Insurance Company

Prudential Insurance Company

10880 175th Ct W Ste 130, Lakeville, MN 55044

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

24. Annuity General

Annuity General

Serving the Lakeville Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

25. Legacy Shield IUL

Legacy Shield IUL

Serving the Lakeville Area

OPEN 24 HOURS

From Business: Legacy Shield IUL provides comprehensive wealth protection, insurance and retirement planning to the states of Texas, Arizona, and Minnesota.

27. Family Financial and Tax Services

Family Financial and Tax Services

1500 Mcandrews Rd W, Burnsville, MN 55337

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

From Business: At Family Financial Services (FFS) the "IRS stress" is eliminated during tax time by helping you meet your income tax filing requirements with confidence. At FFS you have…

YP
33 Years
in Business

28. Matthew Dickinson - Thrivent

Matthew Dickinson - Thrivent

3000 County Road 42 W Ste 201, Burnsville, MN 55337

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Dickinson is committed to providing financial advice,…

29. Michael Kruse - Thrivent

Michael Kruse - Thrivent

3000 County Road 42 W Ste 201, Burnsville, MN 55337

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Michael Kruse is committed to providing financial advice,…

30. Samuel Pond - Thrivent

Samuel Pond - Thrivent

3000 County Road 42 W Ste 201, Burnsville, MN 55337

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

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Samuel Pond is committed to providing financial advice,…

We found 431 results for Financial Planners in or near Lakeville, MN.They also appear in other related business categories including Financial Services, Investment Advisory Service, and Financial Planning Consultants. 38 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including East Bloomington, West Bloomington, and Normandale Lake District. These businesses offer their services in one-or-more of the following languages: and Spanish.