Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Marshall, MN

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

3 CFP professionals work in Marshall; the most are at Ameriprise Financial Services, LLC (3). 3 are also registered broker representatives.

CFP advisors in Marshall, A to Z

Every advisor in Marshall →
  • Aaron J. FritzAmeriprise Financial Services, LLC · Certified Financial Planner
  • Corey J. SkograndAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Corrine A. SkograndAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Marshall

Ameriprise Financial Services, LLC 3

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 Marshall, MN?

3 SEC-registered investment adviser representatives at firm offices in Marshall, Minnesota list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (3).

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 Marshall?

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.