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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Sioux Falls, SD

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

11 CFA charterholders work in Sioux Falls; the most are at Elgethun Capital Management (2). 3 are also registered broker representatives.

CFA advisors in Sioux Falls, A to Z

Every advisor in Sioux Falls →

Firms with the most CFA charterholders in Sioux Falls

Elgethun Capital Management 2Lauer Capital Management Ltd. 2RBC Capital Markets, LLC 2Castellum Capital Management LLC 1Lapistone Advisors LLC 1Prairie View Wealth Partners LLC 1Principal Securities, Inc. 1Sage Capital Advisors, LLC 1

Questions

How many CFA financial advisors are in Sioux Falls, SD?

11 SEC-registered investment adviser representatives at firm offices in Sioux Falls, South Dakota list the CFA designation; Elgethun Capital Management 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 Sioux Falls?

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.