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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Minnetonka, MN

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

109 CFP professionals work in Minnetonka; the most are at Cetera Investment Advisers LLC (14). 59 are also registered broker representatives.

CFP advisors in Minnetonka, A to Z

Every advisor in Minnetonka →

Firms with the most CFP professionals in Minnetonka

Cetera Investment Advisers LLC 14Advisornet Wealth Partners 13Ameriprise Financial Services, LLC 10The Advocate Group, LLC 7Bluestem Wealth Partners, LLC 5Park Avenue Securities LLC 5Captrust 4E-Wealth Partners 4Osaic Wealth, Inc. 4Strategic Advisers LLC 4Cherry Tree Wealth Management, LLC 3Cresset Asset Management, LLC 3Marks Group Wealth Management, Inc. 3Principal Securities, Inc. 3Thrivent Advisor Network, LLC 3

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 250Plymouth 227Bloomington 143Edina 134Eden 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 14Lake Elmo 14

Questions

How many CFP financial advisors are in Minnetonka, MN?

109 SEC-registered investment adviser representatives at firm offices in Minnetonka, Minnesota list the CFP designation; Cetera Investment Advisers LLC employs the most of them (14).

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 Minnetonka?

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.