Verified · Lakeville
Trusted Financial Advisors in Lakeville, MN
Trust matters when you're inviting a pro into your home or business. These financial advisors in Lakeville have earned it through hundreds of verified reviews.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Lakeville, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Beacon Pointe Advisors with a 5.0-star rating from 15 Google reviews and an RNM Score of 73/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Prudential Advisors Ronald Robinson
Ronald Robinson is a top-ranked advisor with a strong reputation for comprehensive financial planning and client service in Lakeville.
Most Reviewed
Edward Jones - Financial Advisor: Jason Christenson, CRPC™
A high number of reviews indicates broad client experience and trust, helping you gauge consistent service quality.
When choosing a financial advisor in Lakeville, consider scheduling initial consultations with a few top-ranked advisors to compare their approach and fees. Look for an advisor who listens to your goals and clearly explains their recommendations.
Local Market Snapshot
18
Businesses listed
4.5★
Avg rating
4
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Consistently earns 5.0 stars from customers in dozens of online reviews.
20700 Chippendale Ave W Ste 9, Farmington, MN 55024, USAExceptional 5.0-star rating from 8 Google reviews.
17305 Cedar Ave Suite 250, Lakeville, MN 55044, USARated 5.0 stars from 6 reviews for trusted financial guidance in Lakeville.
10880 175th Ct W Suite 130, Lakeville, MN 55044, USAFinancial 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 | Midwest Money Management17316 Kenyon Ave # 104, Lakeville, MN 55044, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Kellee Ablard, CRPC™16233 Kenyon Ave #125, Lakeville, MN 55044, USA | 5.0★ | 4 |
| #6 | Edward Jones - Financial Advisor: Jason Christenson, CRPC™17271 Kenyon Ave Suite 104, Lakeville, MN 55044, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Chris Nelson17305 Cedar Ave Suite 250, Lakeville, MN 55044, USA | 5.0★ | 3 |
| #8 | Hofslien Wealth Services4719 Park Nicollet Ave SE #250, Prior Lake, MN 55372, USA | 5.0★ | 3 |
| #9 | Thrivent Financial19950 Dodd Blvd, Lakeville, MN 55044, USA | 1.0★ | 1 |
| #10 | Discovery Financial - Steven Lorenz20730 Holyoke Ave #148, Lakeville, MN 55044, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lakeville
Five-star rating from four reviews reflects exceptional local client satisfaction.
17316 Kenyon Ave # 104, Lakeville, MN 55044, USA
Exceptional 5.0-star rating from a handful of Google reviews.
16233 Kenyon Ave #125, Lakeville, MN 55044, USA
Rated 5.0 stars across a few Google reviews, this Lakeville advisor is highly recommended.
17271 Kenyon Ave Suite 104, Lakeville, MN 55044, USA
Exceptional 5.0-star rating from three Google reviews in Lakeville, MN.
17305 Cedar Ave Suite 250, Lakeville, MN 55044, USA
A trusted local advisor rated 5.0 stars across multiple Google reviews.
4719 Park Nicollet Ave SE #250, Prior Lake, MN 55372, USA
1.0 stars from one review suggests checking for more client feedback.
19950 Dodd Blvd, Lakeville, MN 55044, USA
5.0 stars from 1 review, reflecting exceptional client satisfaction.
20730 Holyoke Ave #148, Lakeville, MN 55044, USA
This financial advisor in Lakeville has not yet received any Google reviews.
20191 Iberia Ave, Lakeville, MN 55044, USA
No reviews yet; consider being the first to share your experience with this advisor.
10543 165th St W, Lakeville, MN 55044, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
17305 Cedar Ave Ste 270, Lakeville, MN 55044, USA
Boasting a perfect 5.0-star rating from early Google reviews.
19950 Dodd Blvd STE 102, Lakeville, MN 55044, USA
5.0-star rating from one review, reflecting exceptional client satisfaction.
17305 Cedar Ave Ste 220, Lakeville, MN 55044, USA
Consistently earns perfect 5.0-star ratings from its first Google reviews.
14800 Galaxie Ave #104, Apple Valley, MN 55124, USA
5.0 stars from 1 Google review reflects exceptional client satisfaction.
15083 Flagstaff Ave Suite D, Apple Valley, MN 55124, USA
One recent Google review gives this Lakeville advisor a 1.0-star rating.
17850 Kenwood Trail Suite 221, Lakeville, MN 55044, USA
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Financial Advisors in Lakeville, MN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Beacon Pointe Advisors | 73/100 | 5.0 ★ | 15 |
| 2 | Edward Jones - Financial Advisor: Kelly Contreras | 70/100 | 5.0 ★ | 8 |
| 3 | Prudential Advisors Ronald Robinson | 69/100 | 5.0 ★ | 6 |
| 4 | Midwest Money Management | 67/100 | 5.0 ★ | 4 |
| 5 | Edward Jones - Financial Advisor: Kellee Ablard, CRPC™ | 67/100 | 5.0 ★ | 4 |
| 6 | Edward Jones - Financial Advisor: Jason Christenson, CRPC™ | 62/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Chris Nelson | 66/100 | 5.0 ★ | 3 |
| 8 | Hofslien Wealth Services | 66/100 | 5.0 ★ | 3 |
| 9 | Thrivent Financial | 14/100 | 1.0 ★ | 1 |
| 10 | Discovery Financial - Steven Lorenz | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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