Licensed · Coon Rapids

Licensed & Insured Financial Advisors in Coon Rapids, MN

Every financial advisors listed here carries proper licensing and insurance in MN. Protect yourself — always verify credentials before work begins.

As of June 2026, RatingsNearMe ranks 19 financial advisors in Coon Rapids, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Norris Lake Retirement Planning with a 5.0-star rating from 14 Google reviews and an RNM Score of 73/100. Also in the top tier: Legendary Capital Solutions and Edward Jones - Financial Advisor: Anthony Roberts, CFP®|CEPA®|CRPC™. The average rating across all listed financial advisors in Coon Rapids is 4.8 stars from 4 reviews per business on average.

Financial advisors in Coon Rapids typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Coon Rapids, MN is home to a variety of financial advisors offering investment management, retirement planning, and other wealth management services. Consumers in the area can find advisors with a range of specialties and fee structures to meet their financial needs.

  • Diverse range of financial advisor firms and individual practitioners in Coon Rapids
  • Advisors offer services such as investment management, retirement planning, and wealth management
  • Consumers should research advisor qualifications, services, and fee structures to find the best fit

Best Overall

Freedom Wealth Management

Freedom Wealth Management stands out as top-ranked due to its strong local reputation and comprehensive financial planning services tailored to Coon Rapids clients.

Most Reviewed

Edward Jones - Financial Advisor: Anthony Roberts, CFP®|CEPA®|CRPC™

A high review count reflects broad client trust and proven experience, helping consumers gauge reliability and service quality.

When choosing a financial advisor in Coon Rapids, verify credentials and ask about fee structures, and consider meeting with at least two advisors to compare their approach to your financial goals.

How to Choose a Financial Advisor in Coon Rapids

What to look for

  • Certified Financial Planner (CFP) or other relevant professional certifications
  • Experience working with clients in the Coon Rapids area
  • Fiduciary duty to act in your best interest
  • Fee-only compensation structure (no commissions)

Questions to ask

  • What is your investment philosophy and approach?
  • How do you determine the appropriate investment strategy for my goals and risk tolerance?
  • Can you provide references from current Coon Rapids clients?

Red flags

  • Overly aggressive or high-pressure sales tactics
  • Lack of transparency around fees and compensation
  • Disciplinary actions or customer complaints

In Minnesota, financial advisors must be registered as investment advisor representatives and hold appropriate licenses and insurance. Be sure to verify their credentials and standing with the Minnesota Department of Commerce.

Filter:

Local Market Snapshot

19

Businesses listed

4.8★

Avg rating

4

Avg reviews

Jun 9, 2026

Last updated

Top Rated Financial Advisors

Financial Advisors Rankings in Coon Rapids, MN

#BusinessRatingReviews
#1Norris Lake Retirement Planning2850 Cutters Grove Ave, Anoka, MN 55303, USA5.014
#2Legendary Capital Solutions10203 Raven St NW, Coon Rapids, MN 55433, USA5.010
#3Edward Jones - Financial Advisor: Anthony Roberts, CFP®|CEPA®|CRPC™11806 Aberdeen St NE Suite 170, Blaine, MN 55449, USA5.03
#4Raymond James Riverdale3340 Northdale Blvd NW Suite 110, Coon Rapids, MN 55448, USA5.01
#5The Harris Group - Ameriprise Financial Services, LLC3200 Main St NW #300, Coon Rapids, MN 55448, USA
#6Lea Financial Group, Inc.2619 Coon Rapids Blvd NW # 107, Coon Rapids, MN 55433, USA5.01
#7Wealth Peak Financial Advisors3200 Main St NW #300, Coon Rapids, MN 55448, USA
#8All Terrain Financial Advisors551 Coon Rapids Blvd NW, Coon Rapids, MN 55433, USA
#9Wealth Peak Financial Advisors - Ameriprise Financial Services, LLC3200 Main St NW #300, Coon Rapids, MN 55448, USA
#10FFP Wealth Management11375 Robinson Dr, Minneapolis, MN 55433, USA4.36

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Coon Rapids

4
5.0· 1 reviews

3340 Northdale Blvd NW Suite 110, Coon Rapids, MN 55448, USA

5
· 0 reviews

3200 Main St NW #300, Coon Rapids, MN 55448, USA

6
5.0· 1 reviews

2619 Coon Rapids Blvd NW # 107, Coon Rapids, MN 55433, USA

7
· 0 reviews

3200 Main St NW #300, Coon Rapids, MN 55448, USA

8
· 0 reviews

551 Coon Rapids Blvd NW, Coon Rapids, MN 55433, USA

9
· 0 reviews

3200 Main St NW #300, Coon Rapids, MN 55448, USA

10
4.3· 6 reviews

11375 Robinson Dr, Minneapolis, MN 55433, USA

11
· 0 reviews

3200 Main St NW #300, Coon Rapids, MN 55448, USA

12
5.0· 2 reviews

3200 Main St NW #200, Coon Rapids, MN 55448, USA

13
5.0· 1 reviews

11040 183rd Cir NW STE A, Elk River, MN 55330, USA

14
· 0 reviews

3200 Main St NW #230, Coon Rapids, MN 55448, USA

15
· 0 reviews

10160 Foley Blvd NW #120, Coon Rapids, MN 55448, USA

16
5.0· 1 reviews

10160 Foley Blvd NW #120, Coon Rapids, MN 55448, USA

17
5.0· 1 reviews

117 E Main St, Anoka, MN 55303, USA

18
3.0· 2 reviews

3200 Main St NW #230, Coon Rapids, MN 55448, USA

19
5.0· 1 reviews

12055 Hanson Blvd NW, Coon Rapids, MN 55448, USA

Data from Google Business listings
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Financial Advisors in Coon Rapids, MN — Compared

#BusinessRNM ScoreRatingReviews
1Norris Lake Retirement Planning73/1005.0 ★14
2Legendary Capital Solutions71/1005.0 ★10
3Edward Jones - Financial Advisor: Anthony Roberts, CFP®|CEPA®|CRPC™66/1005.0 ★3
4Raymond James Riverdale62/1005.0 ★1
5The Harris Group - Ameriprise Financial Services, LLC3/1000
6Lea Financial Group, Inc.62/1005.0 ★1
7Wealth Peak Financial Advisors3/1000
8All Terrain Financial Advisors3/1000
9Wealth Peak Financial Advisors - Ameriprise Financial Services, LLC3/1000
10FFP Wealth Management57/1004.3 ★6

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

Frequently Asked Questions — Financial Advisors in Coon Rapids

What is a fiduciary financial advisor and why does it matter in Coon Rapids?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Coon Rapids, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Coon Rapids?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.

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About This Financial Advisors Directory — Coon Rapids, MN

This page lists and ranks 19 financial advisors serving Coon Rapids, MN as of June 2026. The average verified rating across all listings is 4.8 stars, with an average of 4 customer reviews per business. The top-ranked financial advisors in Coon Rapids by our algorithm is Norris Lake Retirement Planning (5.0 stars, 14 reviews). Financial advisors in Coon Rapids typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Coon Rapids: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the MN licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Coon Rapids