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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Orono, MN

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

4 CFA charterholders work in Orono; the most are at Bailard, Inc. (1). 1 are also registered broker representatives.

CFA advisors in Orono, A to Z

Every advisor in Orono →

Firms with the most CFA charterholders in Orono

Bailard, Inc. 1Calvie Financial 1Longview Wealth Management, LLC 1RBC Rochdale, 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 5Maple Grove 4Wayzata 4Arden Hills 3Eagan 3Excelsior 3

Questions

How many CFA financial advisors are in Orono, MN?

4 SEC-registered investment adviser representatives at firm offices in Orono, Minnesota list the CFA designation; Bailard, Inc. 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 Orono?

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.