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Financial Advisors in Excelsior, Minnesota

Our hand-picked list of 6 financial advisors serving Excelsior, Minnesota. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Excelsior

Financial professionals in Excelsior should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Minnesota securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Minnesota, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Excelsior

EXCELSIOR INVESTORS

34 WATER STREET, SUITE 8, EXCELSIOR, MN 55331

📞 (952) 941-••••

LOCORR FUND MANAGEMENT, LLC

687 EXCELSIOR BLVD, EXCELSIOR, MN 55331

📞 (952) 767-••••

STEBEN & COMPANY, LLC

687 EXCELSIOR BLVD., EXCELSIOR, MN 55331

📞 (952) 767-••••

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

21960 MINNETONKA BLVD, SUITE 210, EXCELSIOR, MN 55331

📞 (330) 620-••••

MODUS ADVISORS, LLC

23505 SMITHTOWN ROAD

📞 (952) 946-••••

CASTALIAN PARTNERS, LLC

202 WATER STREET

📞 615-852-••••

Frequently Asked Questions

Where can I find financial advisors in Excelsior, Minnesota?

Excelsior, Minnesota has 6 financial advisors listed in our directory. EXCELSIOR INVESTORS is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Minnesota?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Minnesota, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Excelsior?

Financial professionals in Excelsior should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Minnesota securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Excelsior?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Excelsior-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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