Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bloomington, MN
Every SEC-registered financial advisor at a firm office in Bloomington who lists the Certified Financial Planner designation, A to Z.
143 CFP professionals work in Bloomington; the most are at Wells Fargo Clearing Services, LLC (13). 68 are also registered broker representatives.
CFP advisors in Bloomington, A to Z
Every advisor in Bloomington →- Mark A. AdkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kimberly A. AndrewsBirchwood Financial Partners, Inc. · Certified Financial Planner
- Samuel M. AndrewsCreative Planning · Certified Financial Planner
- Hiroshi T. AsatoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Satoru O. AsatoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Robert H. BarnettMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Aimee N. BaumanCaissa Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
- Susan J. BayWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Alan D. BensonOsaic Wealth, Inc. · Certified Financial Planner
- Kayla R. BerceauBirchwood Financial Partners, Inc. · Certified Financial Planner
- Teisha M. BergerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ethan D. BerubeLPL Financial LLC · Certified Financial Planner
- Gregory J. BetlachCx Institutional, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stacy M. BiermaierJnba Financial Advisors, LLC · Certified Financial Planner
- Laura A. BiermannLegacy Financial Advisors Corporation · Certified Financial Planner
- Benjamin BirkWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael G. BischoffWebb Financial Group · Certified Financial Planner
- Nicolas P. BoudewynsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dana M. BrewerBirchwood Financial Partners, Inc. · Certified Financial Planner
- Ryan C. BrockhausNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Philip BurfeindMariner · Certified Financial Planner
- Abigail CampbellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew J. CampbellCaissa Wealth Strategies · Certified Financial Planner
- Lane D. ChristensenSequoia Financial Group, L.L.C. · Certified Financial Planner
- Ned J. CohenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael J. CorbettHerbert J. Sims Capital Management, Inc. · Certified Financial Planner
- Ryan M. CoxOsaic Wealth, Inc. · Certified Financial Planner
- Jacob D. CreydtUBS Financial Services Inc. · Certified Financial Planner
- John B. Dewey Jr.Independent Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas C. DotzenrodAmeriprise Financial Services, LLC · Certified Financial Planner
- Donald W. DroegemuellerPeak Financial Consulting, Inc. · Certified Financial Planner
- Ford C. DroegemuellerPeak Financial Consulting, Inc. · Certified Financial Planner
- Kenneth J. EdwardsFocus Financial · Certified Financial Planner
- John E. EhrenfeldYour Path Wealth Management · Certified Financial Planner
- Jake D. EischensCuri Capital, LLC · Certified Financial Planner
- Frank E. EllLPL Financial LLC · Certified Financial Planner
- Tyler J. EngbrechtTrumix Advisors · Certified Financial Planner
- Rick A. FosseyMorgan Stanley · Certified Financial Planner
- Katherine A. FrazierBgm Wealth Management · Certified Financial Planner
- Haley A. FreconJnba Financial Advisors, LLC · Certified Financial Planner
- Frederick T. FredericksonWells Fargo Clearing Services, LLC · Certified Financial Planner
- William M. FriederichsBgm Wealth Management · Certified Financial Planner
- Joseph D. FrissoraMariner · Certified Financial Planner
- Peter E. GablerUBS Financial Services Inc. · Certified Financial Planner
- Richard K. GilbertMorgan Stanley · Certified Financial Planner
- Vanessa T. GlassWells Fargo Clearing Services, LLC · Certified Financial Planner
- Ross D. GobelBgm Wealth Management · Certified Financial Planner
- Alexander J. GonzalezThrivent Investment Management Inc. · Certified Financial Planner
- Danica L. GoshertCommonwealth Financial Network · Certified Financial Planner
- Matthew T. HadleySequoia Financial Group, L.L.C. · Certified Financial Planner
- Mary Bridget M. HandkeBirchwood Financial Partners, Inc. · Certified Financial Planner
- Robert J. HannahMorgan Stanley · Certified Financial Planner
- Darin W. HargreavesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elise A. HartwigCommonwealth Financial Network · Certified Financial Planner
- Laura R. HauptJnba Financial Advisors, LLC · Certified Financial Planner
- David K. HeitkampFocus Financial · Certified Financial Planner
- Colton F. HigginsCreative Planning · Certified Financial Planner
- Dave A. HoranUBS Financial Services Inc. · Certified Financial Planner
- Gregg R. HubertyBearing360 Wealth · Certified Financial Planner
- Elise M. HustonJnba Financial Advisors, LLC · Certified Financial Planner
- Rachel O. InfanteBirchwood Financial Partners, Inc. · Certified Financial Planner
- Susan G. IsaacsonCx Institutional, LLC · Certified Financial Planner, Personal Financial Specialist
- Ashley JagerEdward Jones · Certified Financial Planner
- Breanna R. JensenPetros Family Wealth, LLC · Certified Financial Planner
- Travis JensenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Benjamin L. JohnsonCedar Cove Wealth Partners · Certified Financial Planner
- Samuel A. JohnsonBoyum Wealth Architects LLC · Certified Financial Planner, Chartered Financial Consultant
- Sabrina F. KarnsCommonwealth Financial Network · Certified Financial Planner
- Cassandra L. KellerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Cameron N. KerkesMariner · Certified Financial Planner
- Ashley G. KlemannBoyum Wealth Architects LLC · Certified Financial Planner
- Christina M. KlugEdward Jones · Certified Financial Planner
- James S. KnappBoyum Wealth Architects LLC · Certified Financial Planner
- Nicole KnutsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew P. KoelschCreative Planning · Certified Financial Planner
- Haris KopicBoyum Wealth Architects LLC · Certified Financial Planner
- Charles J. KretschmerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas N. KruellLPL Financial LLC · Certified Financial Planner
- Peter L. LaffertyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Evan LalemanSequoia Financial Group, L.L.C. · Certified Financial Planner
- Brent LangeMariner · Certified Financial Planner, Chartered Financial Analyst
- Landon LantzSequoia Financial Group, L.L.C. · Certified Financial Planner
- Michael N. LauerCetera Investment Advisers LLC · Certified Financial Planner
- Jason J. LedermannLPL Financial LLC · Certified Financial Planner
- Joseph E. LimondClerestory Advisors, Inc. · Certified Financial Planner
- Christopher J. MastleyJnba Financial Advisors, LLC · Certified Financial Planner
- Brennan P. McCarthyBoulevard · Certified Financial Planner
- Thomas L. MenzelLegacy Financial Advisors Corporation · Certified Financial Planner
- James R. MertzFocus Financial · Certified Financial Planner
- Grant A. MeyerTrumix Advisors · Certified Financial Planner
- Jon T. MeyerBgm Wealth Management · Certified Financial Planner
- Jordan M. MillsCreative Planning · Certified Financial Planner
- Craig J. MorcosGuzek Asset Management · Certified Financial Planner
- Matthew MorrisonCommonwealth Financial Network · Certified Financial Planner
- Patrick D. MoyneurJnba Financial Advisors, LLC · Certified Financial Planner
- Michael J. NakashimaCetera Investment Advisers LLC · Certified Financial Planner
- Stacey M. NelsonEdward Jones · Certified Financial Planner
- Troy A. NoorBoulevard · Certified Financial Planner, Chartered Financial Analyst
- Bailey M. NorbyJnba Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Chad N. NorlingCetera Investment Advisers LLC · Certified Financial Planner
- Rebecca E. OelrichCreative Planning · Certified Financial Planner
- Sharon M. OlsonLPL Financial LLC · Certified Financial Planner
- Morgan OwensEdward Jones · Certified Financial Planner
- Howard E. PakolaPsc Financial LLC · Certified Financial Planner
- Mark S. PavwoskiCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kelly S. PedersenCaissa Wealth Strategies · Certified Financial Planner
- Merissa J. PerkinsCaissa Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
- Daniel J. ProstrolloWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brian R. ReichenbergerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Bradley P. ReilingCreative Planning · Certified Financial Planner
- Timothy P. RonningCreative Planning · Certified Financial Planner
- Stephanie J. RossiJnba Financial Advisors, LLC · Certified Financial Planner
- John F. RyanOsaic Wealth, Inc. · Certified Financial Planner
- Gregg M. SainsburyBoyum Wealth Architects LLC · Certified Financial Planner
- Nicholas A. ScheibelJnba Financial Advisors, LLC · Certified Financial Planner
- Melissa SchneiderEdward Jones · Certified Financial Planner
- Christopher D. SchwabWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andreas J. ScottMariner · Certified Financial Planner
- Sara J. SellCreative Planning · Certified Financial Planner
- Kody S. SherlundBrooklyn Fi, LLC · Certified Financial Planner
- Rodney J. SikelEdward Jones · Certified Financial Planner
- Noel P. SilkerJnba Financial Advisors, LLC · Certified Financial Planner
- Christopher T. SipeCedar Cove Wealth Partners · Certified Financial Planner
- Dale M. SkogstadLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Avery SlotsveSequoia Financial Group, L.L.C. · Certified Financial Planner
- Andrew F. SpaanemNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Tenner C. StoeBoyum Wealth Architects LLC · Certified Financial Planner
- Stephanie K. StoupBoyum Wealth Architects LLC · Certified Financial Planner
- Tyler J. SwansonLPL Financial LLC · Certified Financial Planner
- Bryan R. TaylorLPL Financial LLC · Certified Financial Planner
- Jacob M. ThibaultBgm Wealth Management · Certified Financial Planner
- Angela L. ThomasCreative Planning · Certified Financial Planner
- Tracy J. TorlandPsc Financial LLC · Certified Financial Planner
- Lucas J. TraxlerJnba Financial Advisors, LLC · Certified Financial Planner
- Alexander UphoffAmeriprise Financial Services, LLC · Certified Financial Planner
- Nathan WennerCreative Planning · Certified Financial Planner, Personal Financial Specialist
- Jason W. WhiteAmeriprise Financial Services, LLC · Certified Financial Planner
- Krista J. WinogradLPL Financial LLC · Certified Financial Planner
- Damian J. WintherBirchwood Financial Partners, Inc. · Certified Financial Planner
- Lloyd R. WoelfleAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew J. WrightMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- David M. ZackCetera Investment Advisers LLC · Certified Financial Planner
- Amy L. ZinnielMariner · Certified Financial Planner
Firms with the most CFP professionals in Bloomington
Wells Fargo Clearing Services, LLC 13Jnba Financial Advisors, LLC 11Creative Planning 10LPL Financial LLC 9Boyum Wealth Architects LLC 7Birchwood Financial Partners, Inc. 6Edward Jones 6Mariner 6Bgm Wealth Management 5Sequoia Financial Group, L.L.C. 5Ameriprise Financial Services, LLC 4Caissa Wealth Strategies 4Cetera Investment Advisers LLC 4Commonwealth Financial Network 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4
CFP advisors in other Minnesota cities
All of Minnesota →Minneapolis 250Plymouth 227Edina 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 14Lake Elmo 14
Questions
How many CFP financial advisors are in Bloomington, MN?
143 SEC-registered investment adviser representatives at firm offices in Bloomington, Minnesota list the CFP designation; Wells Fargo Clearing Services, LLC employs the most of them (13).
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 Bloomington?
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.