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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Bloomington, MN

Every SEC-registered financial advisor at a firm office in Bloomington who lists the Chartered Financial Analyst designation, A to Z.

14 CFA charterholders work in Bloomington; the most are at Bps Capital Management, Inc. (2). 3 are also registered broker representatives.

CFA advisors in Bloomington, A to Z

Every advisor in Bloomington →

Firms with the most CFA charterholders in Bloomington

Bps Capital Management, Inc. 2Birchwood Financial Partners, Inc. 1Boulevard 1Boyum Wealth Architects LLC 1Caissa Wealth Strategies 1Centurion Financial Strategies LLC 1Creative Planning 1LPL Financial LLC 1Mariner 1Morgan Stanley 1Trademark Financial Management, LLC 1UBS Financial Services Inc. 1White Pine Capital LLC 1

CFA advisors in other Minnesota cities

All of Minnesota →

Minneapolis 72Plymouth 41Edina 18Minnetonka 18St. Paul 12Eden Prairie 5St Paul 5St. Louis Park 5Maple Grove 4Orono 4Wayzata 4Arden Hills 3Eagan 3Excelsior 3

Questions

How many CFA financial advisors are in Bloomington, MN?

14 SEC-registered investment adviser representatives at firm offices in Bloomington, Minnesota list the CFA designation; Bps Capital Management, Inc. employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Bloomington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.