Minneapolis Financial Advisors
As a financial advisory firm with more than 45 years of experience, we help individuals and families make confident, informed decisions about their wealth. At JNBA, our team of fiduciary financial advisors in Minneapolis is committed to putting your best interests first. This commitment has earned us a 97% client retention rate, since we began tracking in 2001. Call our team or fill out the form to learn more about how we can help you reach your financial goals.
Phone: 952.844.0995
Address: 8500 Normandale Lake Blvd., Suite 450
Minneapolis, MN 55437
Office Hours:
Monday–Thursday: 8:30 AM – 4:30 PM
Friday: 8:30 AM – 3:30 PM
Saturday–Sunday: Closed
Connect with a Financial Advisor That Puts Your Interests First
Whether you’re preparing for retirement, navigating a career change, planning your legacy, or simply looking for a trusted financial partner, JNBA offers tailored financial planning and investment management designed around your goals, values, and life stage. Because we’re fee-only and don’t sell products, you can trust that every recommendation is made with your financial well-being in mind.
As a locally based fiduciary, we’ve built long-standing relationships with clients across the Minneapolis area through transparency, attentive service, and a disciplined planning and investment approach. With JNBA, you can expect an ongoing partnership that evolves with you, offering support and financial guidance through every stage of your life.
Our wealth management services include
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning Strategies
- Legacy Planning Guidance
- Charitable Giving Strategies
- Evaluating Insurance Options
Ready to create a financial plan built around your life and goals? Schedule a no-obligation call with one of our fiduciary advisors in Minneapolis, MN.
Minneapolis Financial Advisory Team

Richard S. Brown
Chairman & Chief Executive Officer

Kim Brown
President

Cärin Viertel
Managing Director

Michael Bilotta, ChFC®, CASL®, RICP®
Senior Advisor – Investment Strategist

John Foster, PPC®
Senior Advisor – Investment Strategist

Elise Huston, CFP®
Director of Advisory Services – Senior Advisor

Patrick D. Moyneur, CFP®
Managing Director – Senior Advisor

Stephanie Rossi, CFP®
Senior Advisor