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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Grand Rapids, MN

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

3 CFP professionals work in Grand Rapids; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in Grand Rapids, A to Z

Every advisor in Grand Rapids →
  • Kristina K. ClarkEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Brad A. NelsonOneascent Financial Services LLC · Certified Financial Planner
  • James P. OlsonLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Grand Rapids

Edward Jones 1LPL Financial LLC 1Oneascent Financial Services 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 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 Grand Rapids, MN?

3 SEC-registered investment adviser representatives at firm offices in Grand Rapids, Minnesota list the CFP designation; Edward Jones 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 Grand Rapids?

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.