Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Detroit Lakes, MN
Every SEC-registered financial advisor at a firm office in Detroit Lakes who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Detroit Lakes; the most are at Mann Financial Group (2). 3 are also registered broker representatives.
CFP advisors in Detroit Lakes, A to Z
Every advisor in Detroit Lakes →- Matthew J. CarrierAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jameson A. HolehouseDestiny Capital Corporation · Certified Financial Planner
- Brian E. MannMann Financial Group · Certified Financial Planner
- Kevin M. MannMann Financial Group · Certified Financial Planner
- Anthony StensgardEdward Jones · Certified Financial Planner
- Aaron J. Tait&Partners · Certified Financial Planner
Firms with the most CFP professionals in Detroit Lakes
Mann Financial Group 2&Partners 1Ameriprise Financial Services, LLC 1Destiny Capital Corporation 1Edward Jones 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 Detroit Lakes, MN?
6 SEC-registered investment adviser representatives at firm offices in Detroit Lakes, Minnesota list the CFP designation; Mann Financial Group 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 Detroit Lakes?
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.