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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Apple Valley, MN

Every SEC-registered financial advisor at a firm office in Apple Valley who lists the Certified Financial Planner designation, A to Z.

5 CFP professionals work in Apple Valley; the most are at Mindful Asset Planning (2). 2 are also registered broker representatives.

CFP advisors in Apple Valley, A to Z

Every advisor in Apple Valley →
  • Jessica FieldsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Daniel J. HeiarMindful Asset Planning · Certified Financial Planner
  • Steven D. LorenzLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anghel StoianEfficient Market Investments, LLC · Certified Financial Planner
  • Steven D. ZimmermanMindful Asset Planning · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Apple Valley

Mindful Asset Planning 2Edward Jones 1Efficient Market Investments, LLC 1LPL Financial LLC 1

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 250Plymouth 227Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Wayzata 45Maple Grove 38Arden Hills 36Rochester 35Woodbury 30New Brighton 27Eagan 26St. Paul 24Duluth 22St Paul 21Golden Valley 20Mankato 17Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14

Questions

How many CFP financial advisors are in Apple Valley, MN?

5 SEC-registered investment adviser representatives at firm offices in Apple Valley, Minnesota list the CFP designation; Mindful Asset Planning employs the most of them (2).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Apple Valley?

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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.