Kockelman Financial

Kockelman Financial Retirement and Financial Planning Services Kockelman Financial serves residents of Minnesota and Wisconsin with comprehensive financial planning.

Examples of what we can assist you with include:

* Retirement Planning (making sure you are on track or letting you know what your options are to correct your path).

* Investments (helping you reduce risk and maximize your return potential within your portfolio).

* Insurance (reviewing life, health, disability, home, auto, and long-term care).

* Coordinating and organizing all aspect

s of your situation (financial or otherwise). Offering a broad range of products and services to create solutions tailored to your individual needs. Give us a call or send us a message, we would enjoy the opportunity to visit with you!! Thank you for visiting. Have a wonderful day! Securities and Advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA http://www.finra.org and SIPC http://www.sipc.org

12/07/2025
🏆 We’re honored! 🏆Thanks to your support, Kockelman Financial has been voted  #1 Best Financial Planner and Best Investm...
07/28/2025

🏆 We’re honored! 🏆

Thanks to your support, Kockelman Financial has been voted #1 Best Financial Planner and Best Investment Firm in The Gazette’s 2025 Readers’ Choice Awards! 🎉

We’re incredibly grateful to our clients, friends, and community for your trust and votes. Your confidence in us means everything, and we’re committed to continuing to serve you with integrity, transparency, and personalized financial guidance.

Here’s to making the most of 2025—and beyond! 💼📈

Wow. What an honor to be nominated for Best Financial Advisor. Thank you.
03/20/2025

Wow. What an honor to be nominated for Best Financial Advisor.
Thank you.

Busy day with client meetings and a Greater Stillwater Chamber of Commerce ribbon cutting for Senior Helpers and Picture...
05/05/2023

Busy day with client meetings and a Greater Stillwater Chamber of Commerce ribbon cutting for Senior Helpers and Pictures Over Stillwater catches me heading back to the office to wrap up for the day.
Never know who’s keeping there eyes on you 😂
If you need someone to help keep an eye on your retirement funds or investment accounts, let me know, I know a guy. 😉

Fun getting to know some new Chamber members yesterday afternoon.
02/15/2023

Fun getting to know some new Chamber members yesterday afternoon.

11/15/2022

When you start an event like River Valley Yoga Festival, it helps to have support from friends. Especially friends who are whip smart and multi-talented. Lucky for me, I have several of those!

Kockelman Financial is the official financial advisor for River Valley Yoga Festival. Located in Stillwater, Kockelman Financial serves all of Minnesota – from Stillwater to International Falls. President and Owner, Todd Kockelman, is an exceptional financial advisor with over 25 years of experience. He has a down to earth style that makes working with him a true joy even as he’s putting you through the thought wringer on your finances.

In addition to his role as a financial advisor, Todd is a man with a heart for community. He serves as a paid on-call firefighter for Stillwater Area Fire Department and as President of the Stillwater Area Fire Department Relief Association. He is a Charter member and Treasurer of the Stillwater Area Kiwanis Club and serves as an Ambassador for the Greater Stillwater Chamber of Commerce. He is also a volunteer and patron of Ballet Minnesota and an award-winning amateur photographer. Several of his photos – including this one – have been used to promote the festival.

From the very beginning, Todd believed in my dream. He helped me think through the financial needs to take on this endeavor and supported me every step of the way. In addition to serving as financial advisor, Todd was the first official sponsor of the Festival, acted as unofficial photographer taking countless photos to help get me started and volunteered until his legs were about to fall off. To say I am grateful is an understatement.

Thank you, Todd, for all you do. I am forever grateful for your time, guidance and friendship. You are one of a kind!

Address

305 Greeley Street South Suite 300A
Stillwater, MN
55082

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 7:30am - 4:30pm

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