Jnba Financial Advisors Inc.

Jnba Financial Advisors Inc. (CRD# 106550) is a financial advisory firm headquartered in Bloomington, MN. They manage $637,990,615 in 2,866 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    638
    MILLION
  • Total Number of Accounts
    2,866
    ACCOUNTS
  • Average Account Value
    $222,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, IL, MI, MN, ND, NE, NJ, PA, TX, VA, WI

Financial Advisors at Jnba Financial Advisors Inc.
Showing 1 - 10 of 20 top financial advisors.
1
Michael N. Bilotta
CRD#: 2922318
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
96
Wealthminder
score

Michael Bilotta (CRD# 2922318) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 20 years of experience in the finance industry.

2
Stacy M. Friedges
CRD#: 5810861
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
96
Wealthminder
score

Stacy Friedges (CRD# 5810861) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 7 years of experience in the finance industry. Stacy Friedges has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patrick D. Moyneur
CRD#: 1659288
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
96
Wealthminder
score

Patrick Moyneur (CRD# 1659288) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 30 years of experience in the finance industry. Patrick Moyneur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard S. Brown
CRD#: 2205301
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
93
Wealthminder
score

Richard Brown (CRD# 2205301) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 20 years of experience in the finance industry.

5
John W. Foster
CRD#: 2765600
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
93
Wealthminder
score

John Foster (CRD# 2765600) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 20 years of experience in the finance industry.

6
Carrie J. Kaestner
CRD#: 4470128
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
93
Wealthminder
score

Carrie Kaestner (CRD# 4470128) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 15 years of experience in the finance industry.

7
Nitya Malik
CRD#: 5345232
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
93
Wealthminder
score

Nitya Malik (CRD# 5345232) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has over 10 years of experience in the finance industry.

8
Mark J. Evans
CRD#: 4791971
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
90
Wealthminder
score

Mark Evans (CRD# 4791971) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has 1 year of experience in the finance industry.

9
Stephanie J. Rossi
CRD#: 4604198
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
90
Wealthminder
score

Stephanie Rossi (CRD# 4604198) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has 1 year of experience in the finance industry. Stephanie Rossi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Lucas J. Traxler
CRD#: 6278250
8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
90
Wealthminder
score

Lucas Traxler (CRD# 6278250) is an Investment Advisor Representative working at Jnba Financial Advisors Inc. in Bloomington, MN and has 1 year of experience in the finance industry. Lucas Traxler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.