JNBA Financial Advisors
Overview
JNBA Financial Advisors is an independent fee-only wealth management firm based in Minneapolis, Minnesota. With over 45 years of experience, the firm specializes in delivering customized financial life planning and investment strategies designed to maximize clients' resources. Their client-first philosophy emphasizes understanding each client's unique goals and circumstances to develop tailored financial plans. The firm's advisory approach leverages a team structure, reviewing client portfolios every 10 business days and collaborating with estate, tax, and risk professionals as appropriate. JNBA offers a range of services, including financial planning, investment management, retirement planning, tax planning strategies, legacy planning guidance, charitable giving strategies, and evaluating insurance options. JNBA Financial Advisors has been recognized for its commitment to client advocacy and financial expertise. The firm has maintained a client retention rate exceeding 97% since 2001 and has over $1.6 billion in assets under management. CEO Richard S. Brown has been named to Barron's list of the top 1,200 financial advisors in the United States for 16 consecutive years, and Forbes recognized him as the top advisor in Minnesota on its High Net Worth List in 2025. These accolades reflect the firm's dedication to providing comprehensive and personalized financial guidance to its clients.
Investment Focus
- Accredited investor status required
- Commitment to long-term investment horizon
- Alignment with firm's investment philosophy
- Willingness to engage in comprehensive financial planning process
Reach JNBA Financial Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about JNBA Financial Advisors
What sectors does JNBA Financial Advisors invest in?
JNBA Financial Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Bloomington, Minnesota, United States. JNBA Financial Advisors is listed as a other in the ConnectSafely investor database.
What stage does JNBA Financial Advisors invest at?
JNBA Financial Advisors backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does JNBA Financial Advisors invest in?
JNBA Financial Advisors invests across United States.
Who are the partners at JNBA Financial Advisors?
Team members listed for JNBA Financial Advisors include Kim Brown (President) and Carin Viertel (Managing Director).
How do I contact JNBA Financial Advisors?
JNBA Financial Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
