Financial advisors and lenders · Minnesota

Financial advisors and lenders in Rochester, MN

167 financial advisors in Rochester with phone numbers, 44 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Rochester list freeSee a sample
167
businesses
100%
have a phone number
26%
have an email address (44)
—
average Google rating
Sample

A sample of financial advisors and lenders in Rochester

Twelve of the 167 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Matt Kechely - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(507) •••-••••Available
Edward Jones - Financial Advisor: Jacob KnutsonFinancial Service; Legal Service—Yes(507) •••-••••Available
Sanela Dzamalija at Guaranteed Rate Affinity - NMLS #340626Financial Service; Legal Service—Yes(507) •••-••••Available
Edward Jones - Financial Advisor: Don Charlson, AAMS®Financial Service; Legal Service—Yes(507) •••-••••Available
Carlson Capital ManagementFinancial Planner—Yes(507) •••-••••Available
Inspired Retirement PlanningFinancial Service; Legal Service—Yes(507) •••-••••Available
Bell Bank Mortgage, Mike DanielsonFinancial Service; Legal Service—Yes(507) •••-••••Available
Dick Thomsen - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(507) •••-••••Available
CadFinancial Planner—Yes(507) •••-••••Available
Ellingson Insurance GroupFinancial Service; Legal Service; Insurance Agency—Yes(507) •••-••••Available
Edward Jones - Financial Advisor: Kevin T WadleyFinancial Service; Legal Service—Yes(507) •••-••••Available
Fortress Financial Group, LLCFinancial Service; Legal Service—Yes(507) •••-••••Available

Showing 12 of 167. Data refreshed October 2026.

The market

What Rochester'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; 167 have no rating yet — prime prospects for review and reputation services.
28 (17%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service81
  • Financial Planner21
  • Financial Service; Legal Service; Business Service17
  • Loans Agency14
  • Financial Service; Legal Service; Insurance Agency9
  • Insurance Agency; Financial Service; Legal Service7

Area codes

  • (507)160
  • (888)2
  • (800)1
  • (585)1
  • (612)1
  • (844)1
Playbook

How to sell to financial advisors in Rochester

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 Rochester financial advisors leads

How many financial advisors and lenders in Rochester, MN are in the database?
167 financial advisors and lenders in Rochester, MN, as of October 2026. 167 of them have a phone number and 44 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 Rochester list of 167 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, MNBurnsville, MNEden Prairie, MNDuluth, MNBloomington, MNEdina, MNMaple Grove, MNAll financial advisors and lenders →

Other businesses in Rochester

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Rochester →

Start calling Rochester financial advisors today

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

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