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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Maple Grove, MN

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

4 CFA charterholders work in Maple Grove; the most are at Ascent Advisors (1). 0 are also registered broker representatives.

CFA advisors in Maple Grove, A to Z

Every advisor in Maple Grove →

Firms with the most CFA charterholders in Maple Grove

Ascent Advisors 1Fpnavigators 1Indiwealth 1Odinson Partners, LLC 1

CFA advisors in other Minnesota cities

All of Minnesota →

Minneapolis 72Plymouth 41Edina 18Minnetonka 18Bloomington 14St. Paul 12Eden Prairie 5St Paul 5St. Louis Park 5Orono 4Wayzata 4Arden Hills 3Eagan 3Excelsior 3

Questions

How many CFA financial advisors are in Maple Grove, MN?

4 SEC-registered investment adviser representatives at firm offices in Maple Grove, Minnesota list the CFA designation; Ascent Advisors 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 Maple Grove?

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.