Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Cloquet, MN
Every SEC-registered financial advisor at a firm office in Cloquet who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Cloquet; the most are at MML Investors Services, LLC (1). 1 are also registered broker representatives.
CFP advisors in Cloquet, A to Z
Every advisor in Cloquet →- Jedd AnichSplit Rock Private Trading And Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Hugo HietapeltoMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Cloquet
MML Investors Services, LLC 1Split Rock Private Trading And Wealth Management 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 Cloquet, MN?
2 SEC-registered investment adviser representatives at firm offices in Cloquet, Minnesota list the CFP designation; MML Investors Services, LLC employs the most of them (1).
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 Cloquet?
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.