Facebook Twitter LinkedIn Email Phone Investor360 Login Contact Us Home About Services Team Insights How to Choose an Adviser Home/About/How to Choose an Adviser Financial Advisor, Financial Planner, Wealth Manager… none of these titles mean a single thing. In fact, anyone who wants to can use them. It’s quite common – every insurance salesman or broker you come across will likely operate under one those types of titles to try and give the illusion of credibility. Your financial future is too important to risk falling victim to a smooth-talking salesperson. Be confident about who you are working with – look for: Credentials. Seek out certifications that are recognized and respected, such as CFP® and CFA. Independence. If they work for a national chain or insurance company, your best interest may not be the priority. Experience. Not just years in the business, but how many clients have they actually guided through retirement? Building a plan is one thing, successfully bringing it to fruition is another. Service & Support. Is it one adviser, or a team? Multiple support staff, or one/none? If the team is minimal and the adviser is focused on administrative work, how can they dedicate the necessary time to planning, education, and account management? Fiduciary. A legal requirement to act in your best interest. Any adviser you work with should adhere to a fiduciary standard at all times (and be willing to put it in writing). After that initial review, why should you choose us? First a foremost: A team of people who genuinely care. Experience & Expertise: we’re a team of highly trained and knowledgeable advisers with a long history of guiding clients through retirement, in up-markets and down. No gimmicks; just rigorously tested strategies and techniques, combined with indispensable service and competitive fees. We are most proud of the fact that over 99% of our wealth management clients stay with us year after year.* To read more about how we differ from your average adviser, click on the button below. OUR DIFFERENCE Phone: (507) 388-0770 Main Office: 1651 Commerce Drive, North Mankato, MN 56003 Metro Office: 2315 Waters Drive, Mendota Heights, MN 55120 Email: connect@prattwm.com Home About Services Team Insights Contact Us Sitemap Copyright © 2021 Pratt Wealth Management | All Rights Reserved | Check the background of this firm on FINRA's BrokerCheck. *AUA/AUM and client retention data as of 1/1/2021. View disclosures for additional information. Securities & advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, MN, MO, MT, NC, NY, OR, PA, SC, SD, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.