Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rochester, MN
Every SEC-registered financial advisor at a firm office in Rochester who lists the Certified Financial Planner designation, A to Z.
35 CFP professionals work in Rochester; the most are at Edward Jones (4). 25 are also registered broker representatives.
CFP advisors in Rochester, A to Z
Every advisor in Rochester →- Mitchell D. AllenOsaic Wealth, Inc. · Certified Financial Planner
- Christopher G. AndersonCommonwealth Financial Network · Certified Financial Planner
- Kelly M. AndersonCetera Investment Advisers LLC · Certified Financial Planner
- Richard D. Bennett IIEdward Jones · Certified Financial Planner
- John L. BiglerOsaic Wealth, Inc. · Certified Financial Planner
- Douglas BuskenOsaic Institutions, Inc. · Certified Financial Planner
- Dennis N. BussianAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard M. DeckerCommonwealth Financial Network · Certified Financial Planner
- Perry L. DiedeUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Matthew D. ElliottPulse Financial Planning · Certified Financial Planner
- James C. GalkowskiRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michael G. HoffmanAmeriprise Financial Services, LLC · Certified Financial Planner
- Donald R. JohnsonAdviser Financial Group, Inc. · Certified Financial Planner
- Thomas KnutsonMako Wealth Group · Certified Financial Planner
- Paul KomEdward Jones · Certified Financial Planner
- Robert T. LandgrafStrategic Wealth Group · Certified Financial Planner
- Dean C. LarsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kathy A. LessardStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Nathan A. LovikStrategic Asset Management LLC. · Certified Financial Planner
- Peter S. MelsnessSuperior Financial, LLC · Certified Financial Planner
- Gregory B. NelsonStrategic Asset Management LLC. · Certified Financial Planner
- Terry D. NelsonGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William B. NelsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mikael D. NewmanLPL Financial LLC · Certified Financial Planner
- Angela J. PierceLPL Financial LLC · Certified Financial Planner
- Adam L. RaineyStar Capital Inc. · Certified Financial Planner
- Robert W. ReynoldsLPL Financial LLC · Certified Financial Planner
- Aidan RyanFortress Financial Group, LLC · Certified Financial Planner
- Matthew R. SatherRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas B. SmithAlphastar Capital Management · Certified Financial Planner
- Sara L. TilbergLPL Financial LLC · Certified Financial Planner
- Clayton G. TimmermanEdward Jones · Certified Financial Planner
- Paige K. VandusseldorpSequoia Financial Group, L.L.C. · Certified Financial Planner
- Kevin T. WadleyEdward Jones · Certified Financial Planner
- Jack T. ZinserFortress Financial Group, LLC · Certified Financial Planner
Firms with the most CFP professionals in Rochester
Edward Jones 4LPL Financial LLC 4Strategic Asset Management LLC. 3Ameriprise Financial Services, LLC 2Commonwealth Financial Network 2Fortress Financial Group, LLC 2Osaic Wealth, Inc. 2Stifel, Nicolaus & Company, Incorporated 2Adviser Financial Group, Inc. 1Alphastar Capital Management 1Cetera Investment Advisers LLC 1Geneos Wealth Management, Inc. 1Mako Wealth Group 1Osaic Institutions, Inc. 1Pulse Financial Planning 1
CFP advisors in other Minnesota cities
All of Minnesota →Minneapolis 250Plymouth 227Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Wayzata 45Maple Grove 38Arden Hills 36Woodbury 30New Brighton 27Eagan 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 Rochester, MN?
35 SEC-registered investment adviser representatives at firm offices in Rochester, Minnesota list the CFP designation; Edward Jones 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 Rochester?
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.