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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in New Brighton, MN

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

27 CFP professionals work in New Brighton; the most are at Ameriprise Financial Services, LLC (14). 23 are also registered broker representatives.

CFP advisors in New Brighton, A to Z

Every advisor in New Brighton →

Firms with the most CFP professionals in New Brighton

Ameriprise Financial Services, LLC 14LPL Financial LLC 3Osaic Wealth, Inc. 3Valtinson Bruner Financial Planning 3Edward Jones 2Boreal Advisors LLC 1Cetera Investment Advisers LLC 1

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 250Plymouth 227Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Wayzata 45Maple Grove 38Arden Hills 36Rochester 35Woodbury 30Eagan 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 New Brighton, MN?

27 SEC-registered investment adviser representatives at firm offices in New Brighton, Minnesota list the CFP designation; Ameriprise Financial Services, 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 New Brighton?

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.