Licensed · Lakeville
Licensed & Insured Financial Advisors in Lakeville, MN
Every financial advisors listed here carries proper licensing and insurance in MN. Protect yourself — always verify credentials before work begins.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Lakeville, MN by verified customer ratings and review volume. The highest-rated is Beacon Pointe Advisors with a 5.0-star rating from 15 verified reviews. Also in the top tier: Edward Jones - Financial Advisor: Kelly Contreras and Prudential Advisors Ronald Robinson. The average rating across all listed financial advisors in Lakeville is 4.5 stars from 4 reviews per business on average.
Financial advisors in Lakeville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.5★
Avg rating
4
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Beacon Pointe Advisors
20700 Chippendale Ave W Ste 9, Farmington, MN 55024, USA
Edward Jones - Financial Advisor: Kelly Contreras
17305 Cedar Ave Suite 250, Lakeville, MN 55044, USA
Prudential Advisors Ronald Robinson
10880 175th Ct W Suite 130, Lakeville, MN 55044, USA
Financial Advisors Rankings in Lakeville, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Beacon Pointe Advisors20700 Chippendale Ave W Ste 9, Farmington, MN 55024, USA | 5.0★ | 15 |
| #2 | Edward Jones - Financial Advisor: Kelly Contreras17305 Cedar Ave Suite 250, Lakeville, MN 55044, USA | 5.0★ | 8 |
| #3 | Prudential Advisors Ronald Robinson10880 175th Ct W Suite 130, Lakeville, MN 55044, USA | 5.0★ | 6 |
| #4 | Edward Jones - Financial Advisor: Jessica Fields, CFP®|ChFC®15083 Flagstaff Ave Suite D, Apple Valley, MN 55124, USA | 5.0★ | 1 |
| #5 | Wealth Enhancement Group14800 Galaxie Ave #104, Apple Valley, MN 55124, USA | 5.0★ | 2 |
| #6 | Steven J Gehrke - Financial Advisor, Ameriprise Financial Services, LLC17305 Cedar Ave Ste 220, Lakeville, MN 55044, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Jason Christenson, CRPC™17271 Kenyon Ave Suite 104, Lakeville, MN 55044, USA | 5.0★ | 1 |
| #8 | Midwest Money Management17316 Kenyon Ave # 104, Lakeville, MN 55044, USA | 5.0★ | 4 |
| #9 | Josh Malwitz - Thrivent19950 Dodd Blvd STE 102, Lakeville, MN 55044, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Kellee Ablard, CRPC™16233 Kenyon Ave #125, Lakeville, MN 55044, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Lakeville
Edward Jones - Financial Advisor: Jessica Fields, CFP®|ChFC®
15083 Flagstaff Ave Suite D, Apple Valley, MN 55124, USA
Wealth Enhancement Group
14800 Galaxie Ave #104, Apple Valley, MN 55124, USA
Steven J Gehrke - Financial Advisor, Ameriprise Financial Services, LLC
17305 Cedar Ave Ste 220, Lakeville, MN 55044, USA
Edward Jones - Financial Advisor: Jason Christenson, CRPC™
17271 Kenyon Ave Suite 104, Lakeville, MN 55044, USA
Midwest Money Management
17316 Kenyon Ave # 104, Lakeville, MN 55044, USA
Josh Malwitz - Thrivent
19950 Dodd Blvd STE 102, Lakeville, MN 55044, USA
Edward Jones - Financial Advisor: Kellee Ablard, CRPC™
16233 Kenyon Ave #125, Lakeville, MN 55044, USA
Stonebrooke Wealth Management & Exit Planning Inc.
17850 Kenwood Trail Suite 221, Lakeville, MN 55044, USA
Edward Jones - Financial Advisor: Chris Nelson
17305 Cedar Ave Suite 250, Lakeville, MN 55044, USA
Thrivent Financial
19950 Dodd Blvd, Lakeville, MN 55044, USA
Edward Jones - Financial Advisor: Jack Gresser, AAMS®
17305 Cedar Ave Ste 270, Lakeville, MN 55044, USA
Hofslien Wealth Services
4719 Park Nicollet Ave SE #250, Prior Lake, MN 55372, USA
Manifest
10543 165th St W, Lakeville, MN 55044, USA
Discovery Financial - Steven Lorenz
20730 Holyoke Ave #148, Lakeville, MN 55044, USA
U.S. Bancorp Advisors - Financial Advisors: Lakeville
20191 Iberia Ave, Lakeville, MN 55044, USA
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Frequently Asked Questions — Financial Advisors in Lakeville
What is a fiduciary financial advisor and why does it matter in Lakeville?
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 Lakeville, 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 Lakeville?
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: May 17, 2026.
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