Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Duluth, MN
Every SEC-registered financial advisor at a firm office in Duluth who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Duluth; the most are at RBC Capital Markets, LLC (5). 17 are also registered broker representatives.
CFP advisors in Duluth, A to Z
Every advisor in Duluth →- Jacob A. BarrFarther · Certified Financial Planner
- Kathleen M. BeasleyAmeriprise Financial Services, LLC · Certified Financial Planner
- Jade V. CavallinLPL Financial LLC · Certified Financial Planner
- Joy E. DalbergRBC Capital Markets, LLC · Certified Financial Planner
- Irina A. EnsignLPL Financial LLC · Certified Financial Planner
- Lauren M. FardenEdward Jones · Certified Financial Planner
- Kasey M. GrayPrincipal Securities, Inc. · Certified Financial Planner
- Vinod GuptaAmeriprise Financial Services, LLC · Certified Financial Planner
- John C. HerronOsaic Wealth, Inc. · Certified Financial Planner
- Conrad B. HjortAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Wendy S. HomstadRaymond James & Associates, Inc. · Certified Financial Planner
- Vincent M. JonesRBC Capital Markets, LLC · Certified Financial Planner
- Oliver KelseyOsaic Wealth, Inc. · Certified Financial Planner
- Neil K. LarsonCommonwealth Financial Network · Certified Financial Planner
- Alecia L. McKay-JonesRBC Capital Markets, LLC · Certified Financial Planner
- Cheryl A. MeeseRBC Capital Markets, LLC · Certified Financial Planner
- Kristin R. MontgomeryLPL Financial LLC · Certified Financial Planner
- James H. ProctorRBC Capital Markets, LLC · Certified Financial Planner
- Kara J. ProctorMidwest Professional Planners, Ltd. · Certified Financial Planner
- Tiffany M. TomassoniCommonwealth Financial Network · Certified Financial Planner
- Andrew H. WheelerCommonwealth Financial Network · Certified Financial Planner
- Mark E. WinbergMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Duluth
RBC Capital Markets, LLC 5Ameriprise Financial Services, LLC 3Commonwealth Financial Network 3LPL Financial LLC 3Osaic Wealth, Inc. 2Edward Jones 1Farther 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Midwest Professional Planners, Ltd. 1Principal Securities, Inc. 1Raymond James & Associates, Inc. 1Wheeler Retirement Plans 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 24St Paul 21Golden Valley 20Mankato 17Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14Lake Elmo 14
Questions
How many CFP financial advisors are in Duluth, MN?
22 SEC-registered investment adviser representatives at firm offices in Duluth, Minnesota list the CFP designation; RBC Capital Markets, LLC employs the most of them (5).
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 Duluth?
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.