Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Elk River, MN

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

6 CFP professionals work in Elk River; the most are at Osaic Wealth, Inc. (2). 6 are also registered broker representatives.

CFP advisors in Elk River, A to Z

Every advisor in Elk River →

Danielle R. Cain360 Financial · Certified Financial Planner
Erik R. EndersbeOsaic Wealth, Inc. · Certified Financial Planner
Sean T. EndersbeOsaic Wealth, Inc. · Certified Financial Planner
Matthew N. FinnEdward Jones · Certified Financial Planner
Derick D. KellyCambridge Investment Research Advisors, Inc. · Certified Financial Planner
David A. NordmeierCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Elk River

Osaic Wealth, Inc. 2 360 Financial 1 Cambridge Investment Research Advisors, Inc. 1 Cetera Investment Advisers LLC 1 Edward Jones 1

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 250 Plymouth 227 Bloomington 143 Edina 134 Minnetonka 109 Eden Prairie 47 Wayzata 45 Maple Grove 38 Arden Hills 36 Rochester 35 Woodbury 30 New Brighton 27 Eagan 26 St. Paul 24 Duluth 22 St Paul 21 Golden Valley 20 Mankato 17 Saint Paul 17 St. Louis Park 17 Burnsville 16 St Louis Park 16 Northfield 15 Blaine 14

Questions

How many CFP financial advisors are in Elk River, MN?

6 SEC-registered investment adviser representatives at firm offices in Elk River, Minnesota list the CFP designation; Osaic Wealth, Inc. 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 Elk River?

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.