Find a Financial Advisor in Jackson

Jackson, MN

202 Grant Street
Jackson, MN 56143

Phone: (507) 847-8990

Fax: (507) 235-5780

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

(507) 235-5587

1300 S Prairie Ave

Fairmont, MN 56031

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Proudly serving: Welcome, MN; Northrop, MN; Granada, MN; Ceylon, MN; Sherburn, MN; Truman, MN; Dolliver, IA; Dunnell, MN; Trimont, MN; Armstrong, IA; Winnebago, MN; Blue Earth, MN; Elmore, MN; Swea City, IA; Jackson, MN; Estherville, IA; Madelia, MN; Mountain Lake, MN; Mapleton, MN; Lake Crystal, MN; Lakefield, MN; Spirit Lake, IA; Windom, MN; Wells, MN; Arnolds Park, IA; Emmetsburg, IA; North Mankato, MN; Mankato, MN; New Ulm, MN; Spencer, IA; Saint Peter, MN; Waseca, MN; Albert Lea, MN; Worthington, MN.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

* The 2024 AdvisorHub “Advisors to Watch under $1B” ranking was announced in June 2024. Data is based on the time period of 12/31/2022 – 12/31/2023. The ranking recognizes advisors across the country for their quality of practice, professionalism, character, and community involvement. Criteria considered included: assets under management, production/revenue, team size, and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Data provided by SHOOK® Research, LLC — Data as of 6/30/2023. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC..