Sunday, October 25, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K 55ip Expands Unified Managed Accounts with BlackRockRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Expansion

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in McGregor, MN

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

The short answer

1 CFP advisor work in McGregor; the most are at Ameriprise Financial Services, LLC (1). 1 are also registered broker representatives.

CFP advisors in McGregor, A to Z

Every advisor in McGregor →
  • Cheryl A. MartinAmeriprise Financial Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in McGregor

Ameriprise Financial Services, LLC 1

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 251Plymouth 233Bloomington 143Edina 138Minnetonka 111Eden Prairie 47Wayzata 43Arden Hills 37Rochester 35Woodbury 33Maple Grove 31New Brighton 29Eagan 28St. Paul 24Duluth 23Golden Valley 21St Paul 19Saint Paul 18St Louis Park 17St. Louis Park 17Burnsville 16Mankato 15Northfield 14Lake Elmo 12

Questions

How many CFP financial advisors are in McGregor, MN?

1 SEC-registered investment adviser representatives at firm offices in McGregor, Minnesota list the CFP designation; Ameriprise Financial Services, LLC 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 McGregor?

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.