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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Minneapolis, MN

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

72 CFA charterholders work in Minneapolis; the most are at Cliftonlarsonallen Wealth Advisors, LLC (7). 24 are also registered broker representatives.

CFA advisors in Minneapolis, A to Z

Every advisor in Minneapolis →

Firms with the most CFA charterholders in Minneapolis

Cliftonlarsonallen Wealth Advisors, LLC 7Ameriprise Financial Services, LLC 5Captrust 4RBC Capital Markets, LLC 4Epiq Partners, LLC 3Northrock Partners, LLC 3Okabena Investment Services Inc. 3Palisade Asset Management, LLC 3Stairway Partners, LLC 3Summit Creek Advisors 3Advanced Capital Group 2Colliers Securities LLC 2Focus Financial 2J.P. Morgan Securities LLC 2Leuthold Weeden Capital Management 2

CFA advisors in other Minnesota cities

All of Minnesota →

Plymouth 41Edina 18Minnetonka 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 Minneapolis, MN?

72 SEC-registered investment adviser representatives at firm offices in Minneapolis, Minnesota list the CFA designation; Cliftonlarsonallen Wealth Advisors, LLC employs the most of them (7).

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 Minneapolis?

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.