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)
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.
What are the business hours for Equitable Advisors in Minneapolis?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I contact Equitable Advisors?
You can call Equitable Advisors at +1 612-243-3200 for inquiries.
Is there a website where I can learn more about Equitable Advisors in Minneapolis?
Yes, visit their website at https://mn.equitableadvisors.com/ for more information.
Are there any other financial advisors near Equitable Advisors in Minneapolis?
Yes, nearby financial advisors include Nicholas Palzer, Christopher Mullin, Wolfgang Hilse, Minnesota Branch of AXA Advisors, and Nepsis.
What nearby places can I visit around Equitable Advisors if I want some outdoor activities?
You can visit Veterans Memorial Park Shakopee or Fremont Park, both nearby and great for outdoor recreation and enjoying nature.
Are there any nearby shopping centers or retail stores close to Equitable Advisors?
Yes, The Shops At Lyndale, Sports Authority Sporting Goods, Burlington, Ulta Beauty, and PetSmart are close by for shopping needs.
How can nearby employment services like AppleOne Employment Services assist me if I visit Equitable Advisors?
AppleOne Employment Services nearby can help clients seeking career counseling or job placement, which complements financial planning by supporting career growth.
What types of financial product offerings can I expect at Equitable Advisors in Minneapolis?
Equitable Advisors offers a broad range of financial products including investment advisory services, broker/dealer services, annuities, and insurance products.
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