Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lake Elmo, MN
Every SEC-registered financial advisor at a firm office in Lake Elmo who lists the Certified Financial Planner designation, A to Z.
14 CFP professionals work in Lake Elmo; the most are at Principal Securities, Inc. (4). 12 are also registered broker representatives.
CFP advisors in Lake Elmo, A to Z
Every advisor in Lake Elmo →- Chad D. BrobergBeacon Pointe Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael P. ConlonPrincipal Securities, Inc. · Certified Financial Planner
- Emily W. EnriquezStrategic Advisers LLC · Certified Financial Planner
- Michael L. ErpenbachLPL Financial LLC · Certified Financial Planner
- Daniel D. GetschAmeriprise Financial Services, LLC · Certified Financial Planner
- Edward P. GwiazdonAmeriprise Financial Services, LLC · Certified Financial Planner
- Aaron J. ImholtePrincipal Securities, Inc. · Certified Financial Planner
- Eric J. KuituPrincipal Securities, Inc. · Certified Financial Planner
- Stephen M. MadsenCetera Investment Advisers LLC · Certified Financial Planner
- Lynnette K. MahlkeThrivent Investment Management Inc. · Certified Financial Planner
- Matthew M. MasygaAe Wealth Management, LLC · Certified Financial Planner
- Samuel RutherfordStrategic Advisers LLC · Certified Financial Planner
- Ryan P. ScottPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ryan J. WillaertAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lake Elmo
Principal Securities, Inc. 4Ameriprise Financial Services, LLC 3Strategic Advisers LLC 2Ae Wealth Management, LLC 1Beacon Pointe Advisors, LLC 1Cetera Investment Advisers LLC 1LPL Financial LLC 1Thrivent Investment Management Inc. 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 Lake Elmo, MN?
14 SEC-registered investment adviser representatives at firm offices in Lake Elmo, Minnesota list the CFP designation; Principal Securities, Inc. employs the most of them (4).
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 Lake Elmo?
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.