Knutsen Financial Group is a full service, retirement planning company serving Oakdale, Minnesota and surrounding communities. Our firm provides retirement and income planning solutions to families nearing or already enjoying retirement. We specialize in guiding small business owners to retirement plan solutions that will satisfy their goals and retain quality employees.
So, what sets us apart?
As an independent firm, we represent and serve our clients, not a parent company. These important distinctions mean that we focus solely on meeting the goals of our clients, rather than, selling a particular product or provider.
The retirement plans we build for clients are based on a thorough understanding of each client’s specific situation and careful analysis. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life. After a thorough and careful financial discovery with you, we analyze your personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to your situation.
Making strong commitments to our clients and building life-long relationships are tenets of success at Knutsen Financial Group.
Personalized Service & Technology
Our boutique style firm is able to provide superior personalized service and completely customized plans that large financial institutions are often unable or unwilling to offer. We believe exceptional financial plans should be as unique as each individual, family and organization we serve. Providing peace of mind, our clients have around the clock access to their financial lives our digitally encrypted cloud base portal.Learn More
Premier Network of Strategic Alliances
Knutsen financial Group offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.
These three industry leaders now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Schmidt, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.
Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.Learn More