Financial advisors and lenders · Minnesota

Financial advisors and lenders in Minnetonka, MN

129 financial advisors in Minnetonka with phone numbers, 24 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Minnetonka list freeSee a sample
129
businesses
99%
have a phone number
19%
have an email address (24)
—
average Google rating
Sample

A sample of financial advisors and lenders in Minnetonka

Twelve of the 129 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Watermark Title AgencyFinancial Service; Legal Service; Real Estate Agency—Yes(952) •••-••••Available
Marks Group Wealth ManagementFinancial Service; Legal Service—Yes(952) •••-••••Available
Chaffee & AssociatesFinancial Service; Legal Service—Yes(952) •••-••••Available
KLC FinancialFinancial Service; Legal Service—Yes(952) •••-••••Available
Edward Jones - Financial Advisor: Fred Jensen, AAMS®Financial Service; Legal Service—Yes(952) •••-••••Available
Eric Rhodes - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(952) •••-••••Available
Edward Jones - Financial Advisor: Daniel J ShoreFinancial Service; Legal Service—Yes(952) •••-••••Available
Larson Financial Group - Northern Regional HeadquartersFinancial Planner—Yes(612) •••-••••Available
Billing Buddies®Medical School; Financial Service; Legal Service—Yes(612) •••-••••Available
Staffing Partners IncFinancial Service; Legal Service—Yes—Available
Founders PropertiesFinancial Planner—Yes(952) •••-••••Available
Midwest Bullion ExchangeFinancial Planner—Yes(888) •••-••••Available

Showing 12 of 129. Data refreshed October 2026.

The market

What Minnetonka's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 129 have no rating yet — prime prospects for review and reputation services.
13 (10%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service59
  • Financial Service; Legal Service; Business Service21
  • Financial Planner16
  • Loans Agency12
  • Financial Service; Legal Service; Insurance Agency4
  • Financial Service4

Area codes

  • (952)79
  • (612)18
  • (406)7
  • (763)7
  • (651)6
  • (218)5
Playbook

How to sell to financial advisors in Minnetonka

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Minnetonka financial advisors leads

How many financial advisors and lenders in Minnetonka, MN are in the database?
129 financial advisors and lenders in Minnetonka, MN, as of October 2026. 128 of them have a phone number and 24 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Minnetonka list of 129 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Minneapolis, MNSaint Paul, MNRochester, MNBurnsville, MNEden Prairie, MNDuluth, MNBloomington, MNEdina, MNAll financial advisors and lenders →

Other businesses in Minnetonka

Construction companiesEverything in Minnetonka →

Start calling Minnetonka financial advisors today

25 free credits, no card. Search "financial advisors in Minnetonka" and unlock your first 25 contacts.

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