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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Inver Grove Heights, MN

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

The short answer

7 CFP professionals work in Inver Grove Heights; the most are at Edward Jones (2). 7 are also registered broker representatives.

CFP advisors in Inver Grove Heights, A to Z

Every advisor in Inver Grove Heights →

Firms with the most CFP professionals in Inver Grove Heights

Edward Jones 2Osaic Wealth, Inc. 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Usadvisors Wealth Management, 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 Inver Grove Heights, MN?

7 SEC-registered investment adviser representatives at firm offices in Inver Grove Heights, Minnesota list the CFP designation; Edward Jones 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 Inver Grove Heights?

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.