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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Fargo, ND

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

The short answer

3 CFA charterholders work in Fargo; the most are at Omnia Finance, LLC (1). 0 are also registered broker representatives.

CFA advisors in Fargo, A to Z

Every advisor in Fargo →

Firms with the most CFA charterholders in Fargo

Omnia Finance, LLC 1Prairiewood Wealth Management 1Thoreson Steffes 1

Questions

How many CFA financial advisors are in Fargo, ND?

3 SEC-registered investment adviser representatives at firm offices in Fargo, North Dakota list the CFA designation; Omnia Finance, LLC 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 Fargo?

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.