4 advisors with offices in Bloomington. Credentials, fee structures, and minimums are disclosed on each listing.
Bloomington, Minnesota
Credent Wealth Management operates in Bloomington, Minnesota, providing financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsBloomington, Minnesota
Inspire Financial Services is located in Bloomington, Minnesota and provides financial planning and investment management services. The firm has a 5-star rating based on 27 Google reviews and operates in English.
View detailsBloomington, Minnesota
TruMix Advisors is located in Bloomington, Minnesota and offers financial planning and investment management services. The firm serves clients in English and holds a 4.7 rating based on 45 Google reviews.
View detailsBloomington, Minnesota
iWealth is based in Bloomington, Minnesota and provides investment advisory services. The firm serves clients in English.
View detailsAdvisors serving Bloomington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Minnesota's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.