MN · Mankato

Fiduciary advisors in Mankato, MN

3 advisors with offices in Mankato. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed
3 results in Mankato

Waypoint Wealth Strategies

★5.0(5)

Mankato, Minnesota

Waypoint Wealth Strategies is a financial advisory firm in Mankato, Minnesota, serving individuals and families with personalized investment management and financial planning. The firm offers investment services across traditional securities, retirement accounts, college savings plans, trust accounts, and alternative investments through a partnership with DAI Securities as broker-dealer. Additional services include guidance on 1031 exchanges, estate planning coordination, business retirement plan administration, and insurance needs assessment.

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iWealth

★5.0(1)

Mankato, Minnesota

iWealth is a financial advisory firm based in Mankato, Minnesota, serving individuals, families, and businesses. The firm provides personalized financial planning and investment management, with a client base that includes retirees and professionals from the University of Minnesota area. With a presence in the region spanning nearly two decades, iWealth manages client portfolios across diversified investment vehicles to support long-term retirement and financial independence objectives.

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Financial advisors in Mankato, Minnesota

Advisors serving Mankato 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.

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