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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cannon Falls, MN

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

2 CFP professionals work in Cannon Falls; the most are at Osaic Wealth, Inc. (2). 2 are also registered broker representatives.

CFP advisors in Cannon Falls, A to Z

Every advisor in Cannon Falls →
  • Keith R. MeyersOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jared WoodwardOsaic Wealth, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Cannon Falls

Osaic Wealth, Inc. 2

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 Cannon Falls, MN?

2 SEC-registered investment adviser representatives at firm offices in Cannon Falls, Minnesota list the CFP designation; Osaic Wealth, Inc. 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 Cannon 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 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.