Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Northfield, MN
Every SEC-registered financial advisor at a firm office in Northfield who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Northfield; the most are at Sequoia Financial Group, L.L.C. (11). 3 are also registered broker representatives.
CFP advisors in Northfield, A to Z
Every advisor in Northfield →- Jeffrey R. CarlsonSequoia Financial Group, L.L.C. · Certified Financial Planner
- Tristan G. CoxWealth Span Capital Management · Certified Financial Planner
- Richard J. Falck IIIFirst Heartland Consultants, Inc. · Certified Financial Planner
- Christopher R. FenclSequoia Financial Group, L.L.C. · Certified Financial Planner
- Callie R. GeistSequoia Financial Group, L.L.C. · Certified Financial Planner
- Adam P. HoffmannSequoia Financial Group, L.L.C. · Certified Financial Planner
- Matthew D. JaegerSequoia Financial Group, L.L.C. · Certified Financial Planner
- Jason B. KleySequoia Financial Group, L.L.C. · Certified Financial Planner
- Alexander B. KlinkhammerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Andrew K. OwenSequoia Financial Group, L.L.C. · Certified Financial Planner
- David M. SayersSequoia Financial Group, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
- Selene K. SerklandSequoia Financial Group, L.L.C. · Certified Financial Planner
- Jon M. SnodgrassEdward Jones · Certified Financial Planner
- Cody W. WarrenSequoia Financial Group, L.L.C. · Certified Financial Planner
- Kim D. WurlSequoia Financial Group, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Northfield
Sequoia Financial Group, L.L.C. 11Cambridge Investment Research Advisors, Inc. 1Edward Jones 1First Heartland Consultants, Inc. 1Wealth Span Capital Management 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 20Mankato 17Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Blaine 14Lake Elmo 14
Questions
How many CFP financial advisors are in Northfield, MN?
15 SEC-registered investment adviser representatives at firm offices in Northfield, Minnesota list the CFP designation; Sequoia Financial Group, L.L.C. employs the most of them (11).
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 Northfield?
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.