Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Orono, MN

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

2 CFP professionals work in Orono; the most are at Bailard, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Orono, A to Z

Every advisor in Orono →

Jonathan L. ManchesterBailard, Inc. · Certified Financial Planner, Chartered Financial Analyst
Julz M. SchwinglerRBC Rochdale, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFP professionals in Orono

Bailard, Inc. 1 RBC Rochdale, LLC 1

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 250 Plymouth 227 Bloomington 143 Edina 134 Minnetonka 109 Eden Prairie 47 Wayzata 45 Maple Grove 38 Arden Hills 36 Rochester 35 Woodbury 30 New Brighton 27 Eagan 26 St. Paul 24 Duluth 22 St Paul 21 Golden Valley 20 Mankato 17 Saint Paul 17 St. Louis Park 17 Burnsville 16 St Louis Park 16 Northfield 15 Blaine 14

Questions

How many CFP financial advisors are in Orono, MN?

2 SEC-registered investment adviser representatives at firm offices in Orono, Minnesota list the CFP designation; Bailard, Inc. 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 Orono?

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.