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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Minnetonka, MN

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

18 CFA charterholders work in Minnetonka; the most are at Speece Thorson Capital Group Inc. (3). 2 are also registered broker representatives.

CFA advisors in Minnetonka, A to Z

Every advisor in Minnetonka →

Firms with the most CFA charterholders in Minnetonka

Speece Thorson Capital Group Inc. 3Twele Capital Management, Inc. 3The Advocate Group, LLC 2Advisornet Wealth Partners 1Ameriprise Financial Services, LLC 1Captrust 1Cherry Tree Wealth Management, LLC 1Cresset Asset Management, LLC 1Fidere Advisors 1Great Valley Advisor Group, LLC 1Kingdom Legacy Advisors 1Longship Advisers, LLC 1Marks Group Wealth Management, Inc. 1

CFA advisors in other Minnesota cities

All of Minnesota →

Minneapolis 72Plymouth 41Edina 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 Minnetonka, MN?

18 SEC-registered investment adviser representatives at firm offices in Minnetonka, Minnesota list the CFA designation; Speece Thorson Capital Group Inc. employs the most of them (3).

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 Minnetonka?

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.