Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in Naples4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Wayzata, MN

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

4 CFA charterholders work in Wayzata; the most are at Morgan Stanley (1). 3 are also registered broker representatives.

CFA advisors in Wayzata, A to Z

Every advisor in Wayzata →

Firms with the most CFA charterholders in Wayzata

Morgan Stanley 1New Edge Wealth 1Perkins Capital Management Inc. 1Wells Fargo Advisors Financial Network, 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 4Orono 4Arden Hills 3Eagan 3Excelsior 3

Questions

How many CFA financial advisors are in Wayzata, MN?

4 SEC-registered investment adviser representatives at firm offices in Wayzata, Minnesota list the CFA designation; Morgan Stanley 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 Wayzata?

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.