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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Golden Valley, MN

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

The short answer

3 CFA charterholders work in Golden Valley; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.

CFA advisors in Golden Valley, A to Z

Every advisor in Golden Valley →

Firms with the most CFA charterholders in Golden Valley

LPL Financial LLC 1Nicolet Wealth Management 1Walrus Partners, LLC 1

CFA advisors in other Minnesota cities

All of Minnesota →

Minneapolis 71Plymouth 38Edina 17Minnetonka 16Bloomington 15St. Paul 11St. Louis Park 6Eden Prairie 5St Paul 5Maple Grove 4Wayzata 4Arden Hills 3Excelsior 3Orono 3

Questions

How many CFA financial advisors are in Golden Valley, MN?

3 SEC-registered investment adviser representatives at firm offices in Golden Valley, Minnesota list the CFA designation; LPL Financial LLC employs the most of them (1).

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 Golden Valley?

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.