Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Chanhassen, MN
Every SEC-registered financial advisor at a firm office in Chanhassen who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Chanhassen; the most are at Colleen Weber CPA, LLC (2). 5 are also registered broker representatives.
CFP advisors in Chanhassen, A to Z
Every advisor in Chanhassen →- Jayne ChristianSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mark S. FlanneryLPL Financial LLC · Certified Financial Planner
- Scott C. HallettLPL Financial LLC · Certified Financial Planner
- Matthew R. KleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Olivia KnappColleen Weber CPA, LLC · Certified Financial Planner
- Brent D. RomeneskoNewedge Advisors · Certified Financial Planner
- Mark RuarkEdward Jones · Certified Financial Planner
- Jesse R. SillsMd Financial Advisors / Vestment Financial · Certified Financial Planner
- Mark A. StruthersSona Wealth, Sona Wealth Management, Sona Wealth Advisors · Certified Financial Planner
- Colleen A. WeberColleen Weber CPA, LLC · Certified Financial Planner
Firms with the most CFP professionals in Chanhassen
Colleen Weber CPA, LLC 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Edward Jones 1Md Financial Advisors / Vestment Financial 1Newedge Advisors 1Schwab Wealth Advisory, Inc. 1Sona Wealth, Sona Wealth Management, Sona Wealth Advisors 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 Chanhassen, MN?
10 SEC-registered investment adviser representatives at firm offices in Chanhassen, Minnesota list the CFP designation; Colleen Weber CPA, LLC 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 Chanhassen?
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.