Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Edina, MN
Every SEC-registered financial advisor at a firm office in Edina who lists the Chartered Financial Analyst designation, A to Z.
18 CFA charterholders work in Edina; the most are at Punch & Associates Investment Management, Inc. (4). 3 are also registered broker representatives.
CFA advisors in Edina, A to Z
Every advisor in Edina →- Scott A. BettinCornerstone Portfolio Research · Chartered Financial Analyst
- John C. CarrauxPunch & Associates Investment Management, Inc. · Chartered Financial Analyst, Chartered Investment Counselor
- Charles R. CooperLPL Financial LLC · Chartered Financial Analyst
- Paul T. DwyerPunch & Associates Investment Management, Inc. · Chartered Financial Analyst
- Brandon J. FancherSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Andrew J. FryeRBC Capital Markets, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Julie A. GreyTradition Wealth Management LLC · Chartered Financial Analyst
- Brett T. JohnsonFirst Light Asset Management, LLC · Chartered Financial Analyst
- David E. KerwinKerwin Asset Management, LLC · Chartered Financial Analyst
- Curtis J. LachappelleVera Lake Capital, LLC · Chartered Financial Analyst
- Samuel C. LudzackPunch & Associates Investment Management, Inc. · Chartered Financial Analyst
- Adam K. MansAkm Advisory · Chartered Financial Analyst
- Anthony E. PeralaPunch & Associates Investment Management, Inc. · Chartered Financial Analyst
- Matthew J. PruittExhale Wealth · Chartered Financial Analyst
- Morgan K. RanstromTrailhead Planners, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jonathan L. ScharlauSilveroak Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrea J. ThomasStar Capital Inc. · Chartered Financial Analyst
- Jacob WolkowitzAccredited Investors Wealth Management · Chartered Financial Analyst
Firms with the most CFA charterholders in Edina
Punch & Associates Investment Management, Inc. 4Accredited Investors Wealth Management 1Akm Advisory 1Cornerstone Portfolio Research 1Exhale Wealth 1First Light Asset Management, LLC 1Kerwin Asset Management, LLC 1LPL Financial LLC 1RBC Capital Markets, LLC 1Savvy 1Schwab Wealth Advisory, Inc. 1Silveroak Wealth Management LLC 1Star Capital Inc. 1Tradition Wealth Management LLC 1Trailhead Planners, LLC 1
CFA advisors in other Minnesota cities
All of Minnesota →Minneapolis 72Plymouth 41Minnetonka 18Bloomington 14St. 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 Edina, MN?
18 SEC-registered investment adviser representatives at firm offices in Edina, Minnesota list the CFA designation; Punch & Associates Investment Management, Inc. employs the most of them (4).
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 Edina?
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.