#1Efs Advisors
EFS ADVISORS LLC
Serves this area from Cambridge, MN (17 mi)
Retirement Plan Advisors in Chisago County, MN
The top-ranked retirement plan advisors serving Chisago County, MN are Efs Advisors, Yes Wealth Management and Trott Brook Financial. We list 7 retirement plan advisors serving Chisago County, MN. 7 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Chisago County, MN. 7 providers, 7 of the top 7 verified against federal or state records. Registry records checked on 2026-11-04.
Top 7 ranked retirement plan advisors for Chisago County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Efs Advisors | SEC-registered investment adviser (CRD)#115211 | Cambridge, MN (17 mi) | (763) 689-9023 |
| 2 | Yes Wealth Management | SEC-registered investment adviser (CRD)#172591 | Mahtomedi, MN (31 mi) | (651) 426-5854 |
| 3 | Trott Brook Financial | SEC-registered investment adviser (CRD)#290962 | Anoka, MN (32 mi) | (763) 213-1000 |
| 4 | Highmark Wealth Management LLC | SEC-registered investment adviser (CRD)#164790 | Oakdale, MN (38 mi) | (651) 829-3300 |
| 5 | Freedom Financial Partners LLC | SEC-registered investment adviser (CRD)#327560 | Oakdale, MN (38 mi) | (651) 797-3532 |
| 6 | Ballast Advisors, LLC | SEC-registered investment adviser (CRD)#285991 | Woodbury, MN (39 mi) | (651) 478-4644 |
| 7 | Legacy Wealth | SEC-registered investment adviser (CRD)#306732 | Woodbury, MN (39 mi) | (651) 621-2383 |
#2Yes Wealth Management
S CAPITAL WEALTH ADVISORS, LLCServes this area from Mahtomedi, MN (31 mi)#3Trott Brook Financial
TROTT BROOK FINANCIAL, INC.Serves this area from Anoka, MN (32 mi)#4Highmark Wealth Management LLC
HIGHMARK WEALTH MANAGEMENT LLCServes this area from Oakdale, MN (38 mi)#5Freedom Financial Partners LLC
FREEDOM FINANCIAL PARTNERS LLCServes this area from Oakdale, MN (38 mi)#6Ballast Advisors, LLC
BALLAST ADVISORS, LLCServes this area from Woodbury, MN (39 mi)#7Legacy Wealth
LEGACY WEALTH ASSET MANAGEMENT, LLCServes this area from Woodbury, MN (39 mi)
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Frequently asked questions
How many retirement plan advisors serve Chisago County?
We list 7 retirement plan advisors serving Chisago County, MN: 0 based there and 7 serving it from nearby. 7 of the top 7 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Chisago County?
The top-ranked retirement plan advisors serving Chisago County, MN are Efs Advisors, Yes Wealth Management, Trott Brook Financial, Highmark Wealth Management LLC and Freedom Financial Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Chisago County are verified against official records?
7 of the top 7 match an active official record: Efs Advisors (U.S. Securities and Exchange Commission), Yes Wealth Management (U.S. Securities and Exchange Commission), Trott Brook Financial (U.S. Securities and Exchange Commission), Highmark Wealth Management LLC (U.S. Securities and Exchange Commission) and Freedom Financial Partners LLC (U.S. Securities and Exchange Commission), and 2 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
North Branch, Wyoming, Chisago City, Lindstrom, Stacy, Rush City, Shafer, Harris, Taylors Falls, Center City