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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Deerwood, MN

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

The short answer

1 CFP advisor work in Deerwood; the most are at Raymond James Financial Services Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Deerwood, A to Z

Every advisor in Deerwood →
  • Ronald J. BardineRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Deerwood

Raymond James Financial Services Advisors, Inc. 1

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 251Plymouth 233Bloomington 143Edina 138Minnetonka 111Eden Prairie 47Wayzata 43Arden Hills 37Rochester 35Woodbury 33Maple Grove 31New Brighton 29Eagan 28St. Paul 24Duluth 23Golden Valley 21St Paul 19Saint Paul 18St Louis Park 17St. Louis Park 17Burnsville 16Mankato 15Northfield 14Lake Elmo 12

Questions

How many CFP financial advisors are in Deerwood, MN?

1 SEC-registered investment adviser representatives at firm offices in Deerwood, Minnesota list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Deerwood?

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.