Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Prior Lake, MN
Every SEC-registered financial advisor at a firm office in Prior Lake who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Prior Lake; the most are at Compass Private Wealth Consulting, LLC (1). 3 are also registered broker representatives.
CFP advisors in Prior Lake, A to Z
Every advisor in Prior Lake →- Paul D. HofslienRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cheryl L. JohnstonLPL Financial LLC · Certified Financial Planner
- Christine A. McCoyEdward Jones · Certified Financial Planner
- Richard R. MillerCompass Private Wealth Consulting, LLC · Certified Financial Planner, Personal Financial Specialist
- Karly R. WakelyThe Mather Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Prior Lake
Compass Private Wealth Consulting, LLC 1Edward Jones 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1The Mather Group, 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 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 Prior Lake, MN?
5 SEC-registered investment adviser representatives at firm offices in Prior Lake, Minnesota list the CFP designation; Compass Private Wealth Consulting, LLC 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 Prior Lake?
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.