What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Financial Planning Association of Minnesota

Home
United States
Minneapolis, MN
Financial Planning Association of Minnesota

Call Directions Website Contact the business

FPA of Minnesota - The Heart of Financial Planning FPA of Minnesota is a dynamic association with over 780 members.

The Financial Planning Association (FPA®) is the membership association for nearly 30,000 CFP® professionals, financial planners, specialists and organizations dedicated to advancing the financial planning process. FPA believes that everyone needs objective advice to make informed financial decisions and that when seeking the advice of a financial planner; the planner should be a CERTIFIED FINANCIAL PLANNER™ licensee. Our members are committed to honesty, integrity, and open communication. Through the spirit of service, we foster stewardship and the development of recognized knowledge and competence.

10/09/2026

Become a member of the Financial Planning Association of Minnesota and join your fellow financial planners in raising the standard of our industry! Take advantage of networking events, educational opportunities, and continuing education credits.

Explore our membership options and join today!
https://zurl.co/VPoyI

10/07/2026

The 2026 ASCEND Conference is excited to feature keynote speaker Libby Greiwe on the topic 'The First 100 Days: The Advisor's Blueprint for a Remarkable Client Onboarding Experience'.

You won't want to miss this session! If you haven't registered yet, now is the time: https://zurl.co/APhBS

10/06/2026

⏳ We're only TWO WEEKS away from the 2026 ASCEND Annual Conference! If you haven't registered yet, now is the time. Don't miss out on incredible educational sessions, continuing education credits, and so much more!

Register here: https://zurl.co/snYX4

10/05/2026

With the FPA of MN 2026 ASCEND Conference just around the corner, here's a sneak peek at what sessions will take place on day one:

• The First 100 Days: The Advisor's Blueprint for a Remarkable Client Onboarding Experience | Libby Greiwe, FIC, ChFC, RICP
• The Great Economic Debate 2026 | Dr. David Kelly, Brian Levitt, Mona Mahajan, and moderated by Brian Landwer
• Alternatives: From Edge Case to Essential in Modern Portfolios | Paisley Nardini
• The Psychology of Sudden Wealth: The Missing Piece in Financial Planning | Marin Laukka
• My Client Wants to Sell Their Business, Now What? | Adam Webb
• Advisor to CEO: Four Unconventional KPIs to Help You Think Like a Business Owner | Libby Greiwe
• High Stakes, High Stress: Preserving Decision Quality in Financial Planning | Jackie Henry & Heidi Stohmaier
• Charitable Planning Before the Sale: Advanced Non-Cash Giving in Liquidity Events | Christy Coulter
• Alternative Retirement Withdrawal Schemes | Bill Bengen
• What CFPs MUST know about Life Insurance Advice under New Practice Standards to stay out of Harm's Way | Barry Flagg
• What Got You Here Won't Get You There: Why Advisors Must Embrace SEO and AEO to Stay Relevant | Kristy Gusick
• A RICHER RETIREMENT: Supercharging the 4% Rule to Spend More and Enjoy More | Bill Bengen

Don't miss out - register here: https://zurl.co/ll0Ns

10/02/2026

Join us for the upcoming NexGen Casual Coffee meet-up at Five Watt Coffee on Lyndale on October 8, 2026. This is a great way to connect with your fellow FPA of MN members over a cup of coffee.

Learn more here: https://zurl.co/Efnhn

09/28/2026

Join us for the Women's Initiative In-Person Casual Coffee! This is a great opportunity to connect with the women of the FPA of MN while enjoying a good cup of coffee.

Register to join us on September 30 at the People's Organic Coffee & W**e Cafe: https://zurl.co/wbcKB

Thank you to our event partner: Fidelity Investments

09/25/2026

Still deciding if the FPA of MN 2026 ASCEND Conference is worth it? Here's why financial planners across Minnesota keep coming back:

Learn from major league speakers at a minor league price, with one-day rates as low as $374 for members. Walk away with client-ready topics you'll use all year long and connect with top planners and industry vendors for networking that turns into real partnerships.

It's no wonder the ASCEND Conference is considered one of the best financial conferences in the country for education and networking!

October 20-21, 2026 | Saint Paul RiverCentre
Register today: https://zurl.co/mxaLs

09/23/2026

ASCEND Session Spotlight: Maybe It's the System with Michael Thomas, Ph.D., AFC. This session breaks down how social capital and hidden network systems influence client behavior and financial decisions, and how to use that insight to drive lasting change.

Join us from October 20-21 to attend this session and more: https://zurl.co/fScDa

09/21/2026

We're looking forward to the upcoming FPA of MN Book Club meeting, where we'll talk about the book Die With Zero by Bill Perkins.

Register to join us at Broken Clock Brewing Cooperative on September 25 here: https://zurl.co/heDXw

09/17/2026

The Women's Initiative Presents: In-Person Casual Coffee! ☕

Join us for a relaxed and friendly opportunity for women in the FPA of MN to connect and get to know each other on September 30.

Register Today: https://zurl.co/cn4N3
Thank you to our event partner: Fidelity Investments

Address

1601 Utica Avenue South
Minneapolis, MN
55416

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17637811212

Website

http://www.fpamn.org/

Alerts

Be the first to know and let us send you an email when Financial Planning Association of Minnesota posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Planning Association of Minnesota: