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Financial Advisors in Rochester, MN

How to choose a financial advisor in Rochester

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Sophi Heim

Financial Advisor

THRIVENT INVESTMENT MANAGEMENT INC.

Rochester, MN

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Scott Heck

Financial Advisor

RBC CAPITAL MARKETS, LLC

Rochester, MN

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Jack Zinser

Financial Advisor

FORTRESS FINANCIAL GROUP, LLC

Rochester, MN

ProfileNo contact yet

Joy Sheets

Financial Advisor

RBC CAPITAL MARKETS, LLC

Rochester, MN

ProfileNo contact yet
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