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Equitable Advisors

5.0
(1 review)

Business Details

2 Meridian Crossings, Minneapolis, MN
55423, United States
(612) 243-3200
https://mn.equitableadvisors.com/

About

Finance CompanyFinancial PlannerFinancial ConsultantFinancial Planning
Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence model includes the tools and resources financial professionals need to better serve their clients. Equitable Advisors, LLC (NY, NY, member FINRA, SIPC) (Equitable Financial Advisors in MI & TN), a broker-dealer. Equitable Advisors, LLC, an SEC registered investment adviser. GE-7756802.1 (03/25)

Location

Equitable Advisors
2 Meridian Crossings, Minneapolis, MN
55423, United States

Hours

Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed

Reviews

5.0
1 review
5 stars
1
4 stars
0
3 stars
0
2 stars
0
1 star
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  • SS
    Sara Sorensen
    Jan 29, 2026
    5.0
    As someone who is completely new to financial planning, I truly cannot recommend Jack O’Brien and Dan Schmid enough. From the very beginning, they have been incredibly knowledgeable and have made the entire process feel seamless, organized, and stress-free. What really sets them apart is their patience and ability to break down complex topics in a way that actually makes sense, while still keeping me informed and confident in every decision. They are kind, approachable, and genuinely funny, which makes working with them not only comfortable but enjoyable. I always feel heard, supported, and never rushed. Jack and Dan have exceeded my expectations in every way—this has been a 10/10 experience, and I would highly recommend them to anyone looking for trustworthy, thoughtful financial guidance.

Frequently Asked Questions About Equitable Advisors

What services does Equitable Advisors in Minneapolis offer?

Equitable Advisors provides wealth management and financial planning services, including investment advice, annuities, and insurance products.

Where is Equitable Advisors located?

Equitable Advisors is located at 2 Meridian Crossings, #450, Minneapolis, MN 55423, USA.

Brand Certified Facts from Equitable Advisors

This information is certified by Equitable Advisors and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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