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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in St. Louis Park, MN

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

5 CFA charterholders work in St. Louis Park; the most are at Freestone Capital Management, LLC (2). 1 are also registered broker representatives.

CFA advisors in St. Louis Park, A to Z

Every advisor in St. Louis Park →
  • Cedric P. Buermann Jr.Ptma Investment Advisors · Chartered Financial Analyst
  • Robert W. DietzAlliancebernstein L.P. · Chartered Financial Analyst
  • David HaugeHauge Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Jordan T. PaineFreestone Capital Management, LLC · Chartered Financial Analyst
  • Anthony S. QuillFreestone Capital Management, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in St. Louis Park

Freestone Capital Management, LLC 2Alliancebernstein L.P. 1Hauge Wealth Management, LLC 1Ptma Investment Advisors 1

CFA advisors in other Minnesota cities

All of Minnesota →

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

Questions

How many CFA financial advisors are in St. Louis Park, MN?

5 SEC-registered investment adviser representatives at firm offices in St. Louis Park, Minnesota list the CFA designation; Freestone Capital Management, LLC employs the most of them (2).

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 St. Louis Park?

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.