Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Edina, MN
Every SEC-registered financial advisor at a firm office in Edina who lists the Certified Financial Planner designation, A to Z.
134 CFP professionals work in Edina; the most are at Ameriprise Financial Services, LLC (29). 89 are also registered broker representatives.
CFP advisors in Edina, A to Z
Every advisor in Edina →- Kristi K. AdamsLPL Financial LLC · Certified Financial Planner
- Brooke K. AndersonRBC Capital Markets, LLC · Certified Financial Planner
- Ryan S. AntkowiakRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michael J. AthertonAmeriprise Financial Services, LLC · Certified Financial Planner
- Benjamin W. AuckenthalerAmeriprise Financial Services, LLC · Certified Financial Planner
- Bradford T. AylinStiles Financial Services, Inc. · Certified Financial Planner
- Genevieve Grace BajajStrategic Advisers LLC · Certified Financial Planner
- Brian W. BenzEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Luke BergeThrivent Advisor Network, LLC · Certified Financial Planner
- John R. BergstromCardinal Wealth Advisors, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Gregory P. BlenkushCahill Financial Advisors, Inc. · Certified Financial Planner
- Paul BromelkampSchwab Wealth Advisory, Inc. · Certified Financial Planner
- James W. Bryan Jr.Hyland Lake Partners · Certified Financial Planner, Chartered Financial Consultant
- Marie A. BurnettAmeriprise Financial Services, LLC · Certified Financial Planner
- Samir BushraSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lance E. ButnerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Leslie G. CadleAmeriprise Financial Services, LLC · Certified Financial Planner
- Maxwell L. CarlosLaurel Wealth Planning · Certified Financial Planner
- Erik W. CarlsonCahill Financial Advisors, Inc. · Certified Financial Planner
- Coresa J. CassCornerstone Wealth Advisors, Inc. · Certified Financial Planner
- Keenan D. CavanorCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael P. ClareNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Michelle R. DamonCahill Financial Advisors, Inc. · Certified Financial Planner
- Dean C. DawsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Justin M. DeringMutual Advisors, LLC · Certified Financial Planner
- Thomas C. DotzenrodContego Capital Group, Inc. · Certified Financial Planner
- Alexander W. DunneSilveroak Wealth Management LLC · Certified Financial Planner
- Chad D. DuppongIsc Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Richard D. DworskyAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrea N. EatonCornerstone Wealth Advisors, Inc. · Certified Financial Planner
- Alan EleriaStrategic Advisers LLC · Certified Financial Planner
- Bernardo J. Escobedo-DiazCharles Schwab & Co., Inc. · Certified Financial Planner
- Ryan FlatenStrategic Advisers LLC · Certified Financial Planner
- Andrew J. FryeRBC Capital Markets, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Nathan J. GahertySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Wendy C. GilmerRBC Capital Markets, LLC · Certified Financial Planner
- Jeremy B. GraffGraff Financial LLC · Certified Financial Planner
- Angela M. GranquistLPL Financial LLC · Certified Financial Planner
- Mitchell R. GriepLPL Financial LLC · Certified Financial Planner
- Lauren GriggsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Timothy C. GundersonTradition Wealth Management LLC · Certified Financial Planner
- Jonathan T. GuytonCornerstone Wealth Advisors, Inc. · Certified Financial Planner
- Ryan T. HaagTradition Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason T. HaladaCharles Schwab & Co., Inc. · Certified Financial Planner
- Khalil HarrisPunch & Associates Investment Management, Inc. · Certified Financial Planner
- Haley E. HausmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Lara A. HealyStrategic Advisers LLC · Certified Financial Planner
- Austin A. HebigSummit Financial, LLC · Certified Financial Planner
- Daniel L. HedegardSilveroak Wealth Management LLC · Certified Financial Planner
- Benjamin W. HoefflerCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael R. HoweAmeriprise Financial Services, LLC · Certified Financial Planner
- Aaron J. HurleySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Luke E. IversonAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew R. JacobsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Tracy L. JohnsWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Heather D. JohnsonRBC Capital Markets, LLC · Certified Financial Planner
- Sara E. KantorCornerstone Wealth Advisors, Inc. · Certified Financial Planner
- Vivek KaulAmeriprise Financial Services, LLC · Certified Financial Planner
- Shannon A. KingSilveroak Wealth Management LLC · Certified Financial Planner
- Daniel J. KleinCetera Investment Advisers LLC · Certified Financial Planner
- Felix J. KopycinskiLaurel Wealth Planning · Certified Financial Planner
- Mallory A. KretmanLaurel Wealth Planning · Certified Financial Planner
- Krista KurthRBC Capital Markets, LLC · Certified Financial Planner
- Troy A. KurthAmeriprise Financial Services, LLC · Certified Financial Planner
- Jesse T. KuusistoLaurel Wealth Planning · Certified Financial Planner
- Matthew LaciskeyHyland Lake Partners · Certified Financial Planner
- Emily M. LaffertyOsaic Wealth, Inc. · Certified Financial Planner
- Terrence P. LeiendeckerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ross LevinAccredited Investors Wealth Management · Certified Financial Planner
- Terry K. LewisEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher M. LinkSilveroak Wealth Management LLC · Certified Financial Planner, Personal Financial Specialist
- Kathleen M. LongoFlourish Wealth Management Inc. · Certified Financial Planner
- Brian C. MacdonaldAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott P. MaeyaertAmeriprise Financial Services, LLC · Certified Financial Planner
- Emmy L. MastelLPL Enterprise, LLC · Certified Financial Planner
- John M. MazzaraCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Jon MichelizziTradition Wealth Management LLC · Certified Financial Planner
- Lance P. MinnichsofferLPL Financial LLC · Certified Financial Planner
- Lisa D. MitchellStrategic Advisers LLC · Certified Financial Planner
- Craig J. MorcosLPL Financial LLC · Certified Financial Planner
- Lisa K. MulcareAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- William P. MulvahillTrailhead Planners, LLC · Certified Financial Planner
- Mark M. NakamitsuCetera Investment Advisers LLC · Certified Financial Planner
- Gregory B. NelsonStar Capital Inc. · Certified Financial Planner
- Kathleen J. NelsonSilveroak Wealth Management LLC · Certified Financial Planner, Personal Financial Specialist
- Scott D. OethCahill Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey R. OheCahill Financial Advisors, Inc. · Certified Financial Planner
- Vincent L. OldreCfg Retirement · Certified Financial Planner
- Chad D. OlsonCetera Investment Advisers LLC · Certified Financial Planner
- Diane A. ParkCahill Financial Advisors, Inc. · Certified Financial Planner
- Tyler PatteeStrategic Advisers LLC · Certified Financial Planner
- Tanner S. PetroskeRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Olivia A. PlaggeCornerstone Wealth Advisors, Inc. · Certified Financial Planner
- Jason T. PlankAmeriprise Financial Services, LLC · Certified Financial Planner
- Anthony J. PoehlingHolleyjo Wealth Advisors · Certified Financial Planner
- David A. PrattOsaic Wealth, Inc. · Certified Financial Planner
- Morgan K. RanstromTrailhead Planners, LLC · Certified Financial Planner, Chartered Financial Analyst
- Robert J. RayAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Erik C. RosvoldAmeriprise Financial Services, LLC · Certified Financial Planner
- Samuel G. RoumanIht Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew SalafiaSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jonathan L. ScharlauSilveroak Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Ryan J. SchwinglerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Benjamin R. SetterlundCahill Financial Advisors, Inc. · Certified Financial Planner
- Laura A. SeymourTorchlight Financial · Certified Financial Planner
- Colin E. ShaughnessyAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael R. ShinnickCharles Schwab & Co., Inc. · Certified Financial Planner
- Joel D. SilverRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jacob T. SilversteinLido · Certified Financial Planner
- Cody R. SkarningAmeriprise Financial Services, LLC · Certified Financial Planner
- Carter M. SpringerTradition Wealth Management LLC · Certified Financial Planner
- John A. SteelRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Todd W. StegerAcumen Financial Advisors, LLC · Certified Financial Planner
- Arlen G. Stern IIAmeriprise Financial Services, LLC · Certified Financial Planner
- Donald J. StewartSwan Wealth Management LLC · Certified Financial Planner
- Susan M. StilesStiles Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Aimee K. SybrantAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas W. TarrStrategic Advisers LLC · Certified Financial Planner
- Andrew M. TateCahill Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Nicholas W. TernesAmeriprise Financial Services, LLC · Certified Financial Planner
- Hannah TeschSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Connor ThielfoldtJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Mathew R. ThomsenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nicholas J. ThunkerSilveroak Wealth Management LLC · Certified Financial Planner
- Kyle S. TrangsrudAmeriprise Financial Services, LLC · Certified Financial Planner
- Gregory A. Trebil Jr.Tradition Wealth Management LLC · Certified Financial Planner
- Andrew J. TuffordLPL Financial LLC · Certified Financial Planner
- Lisa M. TuttleAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew J. TuttleAmeriprise Financial Services, LLC · Certified Financial Planner
- Mark E. VandersallAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian WagenbachCharles Schwab & Co., Inc. · Certified Financial Planner
- Barbara J. WebsterLPL Financial LLC · Certified Financial Planner
- Blake WebsterCharles Schwab & Co., Inc. · Certified Financial Planner
- Timothy J. WernerAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Edina
Ameriprise Financial Services, LLC 29Schwab Wealth Advisory, Inc. 9Cahill Financial Advisors, Inc. 8Charles Schwab & Co., Inc. 7LPL Financial LLC 7Silveroak Wealth Management LLC 7Strategic Advisers LLC 7Cornerstone Wealth Advisors, Inc. 5RBC Capital Markets, LLC 5Tradition Wealth Management LLC 5Cetera Investment Advisers LLC 4Laurel Wealth Planning 4Robert W. Baird & Co. Incorporated 4Osaic Wealth, Inc. 3Hyland Lake Partners 2
CFP advisors in other Minnesota cities
All of Minnesota →Minneapolis 250Plymouth 227Bloomington 143Minnetonka 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 14Lake Elmo 14
Questions
How many CFP financial advisors are in Edina, MN?
134 SEC-registered investment adviser representatives at firm offices in Edina, Minnesota list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (29).
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 Edina?
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.