Get Listed
Close
Get Listed
 
Laurels

Best Financial Advisors in Fargo
2022

We scored 28 Financial Advisors in Fargo, ND and Picked the Top 7

Here are the Picks:

Angie McCarthy

Arrow Advisors

Complete Investment Advisory, LLC

Financial Strategies Group

Kevin A Mjelstad, CLU, ChFC, CASL

Shad Connor

Van Dam Financial Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Fargo Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 28 19 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Angie McCarthy

  • Certified Financial Planner (CFP)

Angie McCarthy is a financial advisor, who is affiliated with Ameriprise Financial. She counsels individuals in and around Fargo on matters concerning ongoing investments, annuities, cash management, and insurance. She also provides financial advice on concerns regarding estate, tax, and multigenerational plans in addition to retirement savings and executive benefits. Additionally, the CFP offers divorce financial planning services. McCarthy, who has nearly three decades of experience, is a Certified Divorce Financial Analyst and Chartered Retirement Planning Counselor.

Click to Call

4160 24th Ave S Suite 100
Fargo, ND 58104

Website

(701) 364-5640 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Arrow Advisors

  • Investment Advisor
  • Financial Planning
  • Tax Planning

Arrow Advisors performs financial planning, investment advisory services, accounting, and tax solutions for clients in Fargo. The company’s financial advisors are CPAs, and they help clients and their families identify and plan steps to reach their short- and long-term financial goals. They also offer a Family Financial Officer service, which involves a CFO looking out for their financial interests. The company assists its clients in wealth development, risk management, and insurance and retirement planning. It also handles income tax planning and preparation, as well as payroll processing for businesses.

Click to Call

202 28th Street S
Fargo, ND 58103

Website

(701) 492-9000 Website

Reputation:A+

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: --

Detail: --

Complete Investment Advisory, LLC

  • Certified Financial Planner (CFP)

Complete Investment Advisory, LLC is a fiduciary financial firm that helps individuals and institutions in Fargo and neighboring areas achieve their financial goals in a tax-efficient manner. Its financial planning process includes establishing a client's profile, assessment of risk tolerance, development of asset management agreement, and investment monitoring. This process is designed to suit the client's current and future lifestyle. Managing member Rodney Schauer has over three decades of experience in the financial industry and holds a Chartered Financial Consultant designation.

Click to Call

3211 Fiechtner Drive
Fargo, ND 58103

Website

(701) 277-9392 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Strategies Group

  • Financial Planning

Located in Fargo, Financial Strategies Group supports individuals, families, and businesses in making informed decisions regarding their wealth. Through risk management, investment balance, budgeting, and systematic savings, the firm helps clients protect and grow their assets. In addition to assisting with education funding and retirement planning, it offers insurance products, such as disability and long-term care coverages. Mike Young, who has been with the company since 1999, obtained his CFP certification in 2006. He is a member of the Financial Planning Association.

Click to Call

1220 28th Ave N
Fargo, ND 58102

Website

(701) 234-0103 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Kevin A Mjelstad, CLU, ChFC, CASL

  • Estate Planning
  • Financial Planning
  • Retirement Planning

Kevin A Mjelstad, CLU, ChFC, CASL is a Northwestern Mutual financial advisor who serves the residents of Fargo and the surrounding areas. His services include including financial planning, retirement planning, disability income planning, and life insurance and long-term care strategies. He also offers investment advisory, private client, and trust services. Kevin A Mjelstad is a qualifying member of the Million Dollar Round Table. He is a recipient of multiple National Association of Insurance and Financial Advisors Quality Awards.

Click to Call

2601 12th Ave SW Ste 2
Fargo, ND 58103

Website

(701) 232-7175 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 (Better)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Shad Connor

  • Wealth Management
  • Financial Planning
  • Retirement Planning

Shad Connor is a financial advisor for Thrivent who caters to clients around Fargo. His approach involves communicating with clients about their specific goals, values, and needs to help them plan for income in retirement. For 20 years, he has been providing financial strategy solutions related to annuities, investments, mutual funds, and retirement savings accounts. In addition to being a Certified Financial Planner, he is also a Chartered Life Underwriter and Retired Income Certified Professional.

Click to Call

5621 36th Ave S Suite 400
Fargo, ND 58104

Website

(701) 478-7141 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Van Dam Financial Group

  • Financial Planning

Van Dam Financial Group provides financial planning services to the residents of Fargo. Its financial professionals specialize in planning for retirement, tax efficient retirement distribution, long-term care, Life insurance, disability income, and education funding. They also help businesses with executive and employee benefits planning. As a Northwestern Mutual Wealth Management Company representative, it gives clients access to a wide array of insurance and investment products. The group is headed by Neil A. Van Dam, a Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

Click to Call

2631 12th Ave S Ste D
Fargo, ND 58103

Website

(701) 893-3710 Website

Reputation:A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wrong city? Here are some nearby places:

Other top picks in your area

Search for Financial Advisors near you