#1 Midwest Financial Partners
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC.
Serves this area from St. Cloud, MN (32 mi)
Call (320) 251-3752 · WebsiteRetirement Plan Advisors in Morrison County, MN
The top-ranked retirement plan advisors serving Morrison County, MN are Midwest Financial Partners, Ais Planning and Lfa. We list 3 retirement plan advisors serving Morrison County, MN. 3 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 Morrison County, MN. 3 providers, 3 of the top 3 verified against federal or state records. Registry records checked on 2026-11-04.
Top 3 ranked retirement plan advisors for Morrison County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Midwest Financial Partners | ✓ SEC-registered investment adviser (CRD) #173790 | St. Cloud, MN (32 mi) | (320) 251-3752 |
| 2 | Ais Planning | ✓ SEC-registered investment adviser (CRD) #148821 | St. Cloud, MN (33 mi) | (320) 252-6552 |
| 3 | Lfa | ✓ SEC-registered investment adviser (CRD) #114674 | St. Cloud, MN (35 mi) | (320) 253-2490 |
#2 Ais Planning
ACCREDITED INVESTOR SERVICES, LLCServes this area from St. Cloud, MN (33 mi)Call (320) 252-6552#3 Lfa
LARAWAY FINANCIAL ADVISORS, INC.Serves this area from St. Cloud, MN (35 mi)Call (320) 253-2490 · Website
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Frequently asked questions
How many retirement plan advisors serve Morrison County?
We list 3 retirement plan advisors serving Morrison County, MN: 0 based there and 3 serving it from nearby. 3 of the top 3 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Morrison County?
The top-ranked retirement plan advisors serving Morrison County, MN are Midwest Financial Partners, Ais Planning and Lfa. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Morrison County are verified against official records?
3 of the top 3 match an active official record: Midwest Financial Partners (U.S. Securities and Exchange Commission), Ais Planning (U.S. Securities and Exchange Commission) and Lfa (U.S. Securities and Exchange Commission). 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
Little Falls, Pierz, Royalton, Motley, Randall, Upsala, Swanville, Buckman, Bowlus, Sobieski, Flensburg, Lastrup, Harding, Elmdale, Genola, Hillman