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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Oakdale, MN

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

7 CFP professionals work in Oakdale; the most are at Strategic Advisers LLC (4). 6 are also registered broker representatives.

CFP advisors in Oakdale, A to Z

Every advisor in Oakdale →
  • Jessica P. CrippsStrategic Advisers LLC · Certified Financial Planner
  • Jason DeanStrategic Advisers LLC · Certified Financial Planner
  • Tyler J. HenrichsStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan E. LewisLPL Financial LLC · Certified Financial Planner
  • John S. SchwalbachFreedom Financial Partners LLC · Certified Financial Planner
  • Lee T. StoerzingerUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
  • Ryan WeinzierlStrategic Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Oakdale

Strategic Advisers LLC 4Freedom Financial Partners LLC 1LPL Financial LLC 1United Planners' Financial Services Of America A Limited Partner 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 16Northfield 15Blaine 14

Questions

How many CFP financial advisors are in Oakdale, MN?

7 SEC-registered investment adviser representatives at firm offices in Oakdale, Minnesota list the CFP designation; Strategic Advisers LLC employs the most of them (4).

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 Oakdale?

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.