Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mankato, MN
Every SEC-registered financial advisor at a firm office in Mankato who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Mankato; the most are at Edward Jones (4). 14 are also registered broker representatives.
CFP advisors in Mankato, A to Z
Every advisor in Mankato →- Derrick GirardAscent Advisors · Certified Financial Planner
- Christopher P. HoffmanEdward Jones · Certified Financial Planner
- Anthony D. JamesAmeriprise Financial Services, LLC · Certified Financial Planner
- William S. JamisonLifeplan Financial, LLC · Certified Financial Planner
- Michael Y. KittelsonCetera Investment Advisers LLC · Certified Financial Planner
- James R. LewisAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan S. McKeownWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Danielle L. MehiaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- David W. MorganStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Adam J. NeubauerEdward Jones · Certified Financial Planner
- Matthew R. NorlandPrivate Advisor Group, LLC · Certified Financial Planner
- Kaylee M. PhelpsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Bradley M. SchroederLPL Financial LLC · Certified Financial Planner
- Jennifer K. SeysEdward Jones · Certified Financial Planner
- Craig A. SinningCetera Investment Advisers LLC · Certified Financial Planner
- Ryan C. SpaudeSequoia Financial Group, L.L.C. · Certified Financial Planner
- Anthony J. WorkmanHarbour Investments, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Mankato
Edward Jones 4Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Wealth Enhancement Advisory Services, LLC 2Ascent Advisors 1Harbour Investments, Inc. 1LPL Financial LLC 1Lifeplan Financial, LLC 1Private Advisor Group, LLC 1Sequoia Financial Group, L.L.C. 1Stifel, Nicolaus & Company, Incorporated 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 20Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14Lake Elmo 14
Questions
How many CFP financial advisors are in Mankato, MN?
17 SEC-registered investment adviser representatives at firm offices in Mankato, Minnesota list the CFP designation; Edward Jones 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 Mankato?
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.