ND · Mandan

Fiduciary advisors in Mandan, ND

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

2 listed Low coverage · not indexed

2 results in Mandan

Kelly Jahner, Financial Advisor - Premier Wealth Strategies

Mandan, North Dakota

Retirement Planning Investment Management

Kelly Jahner is a financial advisor operating under Premier Wealth Strategies in the Mandan, North Dakota area, offering financial planning with specializations in retirement planning and investment management. She works with individual clients to develop personalized financial strategies and emphasizes a transparent approach to financial guidance.

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Lux Wealth Advisors

★5.0

Mandan, North Dakota

Insurance Planning

Lux Wealth Advisors, based in Mandan, North Dakota, provides financial planning and insurance analysis services to clients nationwide. Founded by David Wald, the firm emphasizes a relationship-focused approach to planning that incorporates goal-setting, risk assessment, and comprehensive financial services spanning wealth management, retirement planning, insurance, estate planning, and tax planning.

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Financial advisors in Mandan, North Dakota

Advisors serving Mandan specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (North Dakota'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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