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

2. Cookson Financial

Cookson Financial

500 Lake St Ste 205F, Excelsior, MN 55331

CLOSED NOW:8:30 am - 5:30 pm
YP
19 Years
in Business

4. Jake Clermont - COUNTRY Financial representative

Jake Clermont - COUNTRY Financial representative

5100 Thimsen Ave Ste 240, Minnetonka, MN 55345

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

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

5. 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

6. Hassan Ali - COUNTRY Financial Representative

Hassan Ali - COUNTRY Financial Representative

2651 W 78th St, Chanhassen, MN 55317

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

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

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:8:00 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…

8. Jay Ricci - Financial Advisor, Ameriprise Financial Services

Jay Ricci - Financial Advisor, Ameriprise Financial Services

16180 Highway 7, Minnetonka, MN 55345

CLOSED NOW:8:00 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…

9. Old National Bank

Old National Bank

600 W 78th St, Chanhassen, MN 55317

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

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

YP
118 Years
in Business

10. Country Financial

Country Financial

5101 Thimsen Ave, Minnetonka, MN 55345

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

12. 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.

13. Ameritas Life Insurance Corp

Ameritas Life Insurance Corp

6300 Eden Prairie Rd, Eden Prairie, MN 55346

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

14. John Comer

John Comer

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

15. 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

16. Edward Jones - Financial Advisor: Becky Watson

Edward Jones - Financial Advisor: Becky Watson

8929 Aztec Dr, Eden Prairie, MN 55347

CLOSED NOW:8:00 am - 4:00 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. Edward Jones - Financial Advisor: Thomas Eichten

Edward Jones - Financial Advisor: Thomas Eichten

300 Prairie Center Dr Ste 260, Eden Prairie, MN 55344

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

18. Edward Jones - Financial Advisor: Zachary L. Ragone

Edward Jones - Financial Advisor: Zachary L. Ragone

10996 Cedar Lake Rd, Hopkins, MN 55305

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

19. Edward Jones - Financial Advisor: Ryan Jaskinia

Edward Jones - Financial Advisor: Ryan Jaskinia

808 Yellow Brick Rd, Chaska, MN 55318

CLOSED NOW:8:00 am - 4:30 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

20. 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…

21. USAdvisors Network

USAdvisors Network

15750 Venture Ln, Eden Prairie, MN 55344

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

From Business: USAdvisors Network knows that there are a variety of factors that combine to create a successful advisor or to create a successful investment program at a financial…

YP
39 Years
in Business

22. Big Water Group

Big Water Group

641 Lake St E Ste 230, Wayzata, MN 55391

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Christian Bhattacharya - RBC Wealth Management Financial Advisor

Christian Bhattacharya - RBC Wealth Management Financial Advisor

641 Lake St E Ste 230, Wayzata, MN 55391

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. Big Oak Advisory Team

Big Oak Advisory Team

641 Lake St E Ste 230, Wayzata, MN 55391

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

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Jason Holt - Financial Advisor, Ameriprise Financial Services

Jason Holt - Financial Advisor, Ameriprise Financial Services

701 Lake St E Ste 290, Wayzata, MN 55391

CLOSED NOW:8:30 am - 4:00 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…

26. Joe Falldin - Financial Advisor, Ameriprise Financial Services

Joe Falldin - Financial Advisor, Ameriprise Financial Services

701 Lake St E Ste 290, Wayzata, MN 55391

CLOSED NOW:8:00 am - 4:30 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…

27. John E Falldin - Financial Advisor, Ameriprise Financial Services

John E Falldin - Financial Advisor, Ameriprise Financial Services

701 Lake St E Ste 290, Wayzata, MN 55391

CLOSED NOW:8:00 am - 4:30 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…

28. Cynthia Theisen - Old National Bank

Cynthia Theisen - Old National Bank

135 Central Ave N, Wayzata, MN 55391

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

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

29. Hildi

Hildi

14852 Scenic Heights Rd, Eden Prairie, MN 55344

From Business: Established in 2004, Hildi Inc., is your trusted consulting partner in the world of actuarial retirement plan and other post-employment benefit consulting services. Serving…

YP
21 Years
in Business

30. 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…

We found 297 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. 31 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 Plymouth - Wayzata, West Bloomington, and East Bloomington.