Advanced Financial Consultants Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

We Believe in: 
A Clear Vision, A Definite Destination, An Enjoyable Life.

Here at Advanced Financial, we integrate our deeply rooted family values into everyday practice.

Your hard work, ambition, and dreams make you a unique individual that we would like to get to know on a personal level.

This drives us to serve you, so together we can help build a customized financial strategy that is suitable for you and your family’s goals.

For more information and full disclosure, log on to our website at www.advancedfin.com 

Osaic Wealth is not affiliated with LinkedIn and is not responsible for LinkedIn privacy or security policies. Osaic Wealth does not endorse or adopt the content, products, advertising, advice, opinions, recommendations or other materials found on linked sites or posted by third parties. Nothing on this site shall constitute an offer, solicitation to purchase or sell a security or financial product or be deemed investment or other advice. All financial and investment information found on this site and links to other sites are for informational purposes only.

Find Advanced Financial Consultants employees' phone numbers or email addresses

Advanced Financial Consultants Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Advanced Financial Consultants's Leadership

  • Stylized image of a person
    J. B.
    President/Ceo
    Phone icon
  • Stylized image of a person
    E. C.
    Office Manager
    Phone icon
  • Stylized image of a person
    R. C.
    Osj Branch Manager
    Phone icon
  • Stylized image of a person
    K. V.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    R. L.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    T. U.
    Financial Professional
    Phone icon
  • Stylized image of a person
    J. B.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    N. P.
    Financial Paraplanner
    Phone icon

Advanced Financial Consultants Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Advanced Financial Consultants

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    President/Ceo
    Phone icon
    United StatesMinnesota
    Jan 20, 2026
  • Stylized image of a person
    E. C.
    Office Manager
    Phone icon
    UNITED STATES
    Apr 27, 2024
  • Stylized image of a person
    R. C.
    Osj Branch Manager
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. V.
    Investment Advisor Representative
    Phone icon
    United StatesMinnesota
    Oct 24, 2025
  • Stylized image of a person
    R. L.
    Financial Advisor
    Phone icon
    United StatesMinnesota
    Nov 16, 2025
  • Stylized image of a person
    T. U.
    Financial Professional
    Phone icon
    United StatesMinnesota
    Nov 10, 2025
  • Stylized image of a person
    J. B.
    Investment Advisor Representative
    Phone icon
    United StatesMinnesota
    Oct 23, 2025
  • Stylized image of a person
    N. P.
    Financial Paraplanner
    Phone icon
    United StatesMinnesota
    Nov 07, 2025
  • Stylized image of a person
    A. H.
    Osj Delegate
    Phone icon
    United StatesFlorida
    Oct 08, 2025
  • Stylized image of a person
    A. L.
    Client Service Representative
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Advanced Financial Consultants known for?

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Advanced Financial Consultants operates in the Financial Services industry. The company's main headquarters is located in 2700 Commerce Drive Rochester, Minnesota 55901 United States. Explore Advanced Financial Consultants's company overview page for more information.

What is Advanced Financial Consultants's most common email format?

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Advanced Financial Consultants employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advanced Financial Consultants email formats with LeadIQ.

How many employees does Advanced Financial Consultants have currently?

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Advanced Financial Consultants has approximately 14 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Advanced Financial Consultants's key employees and leadership?

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As of February 2026, Advanced Financial Consultants's key employees include:

  • President/Ceo: J. B.
  • Office Manager: E. C.
  • Osj Branch Manager: R. C.
  • Investment Advisor Representative: K. V.
  • Financial Advisor: R. L.

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