Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Roseville, MN
Every SEC-registered financial advisor at a firm office in Roseville who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Roseville; the most are at Edward Jones (3). 10 are also registered broker representatives.
CFP advisors in Roseville, A to Z
Every advisor in Roseville →- Aaron J. AckersonEdward Jones · Certified Financial Planner
- Thomas A. BerlinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Scott E. CaskeySummit Investment Advisory Services · Certified Financial Planner
- Juei Hua ChangTransamerica Financial Advisors, LLC · Certified Financial Planner
- Tasha M. ColemanLPL Financial LLC · Certified Financial Planner
- Gavin E. CraigAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Paul L. McCreightEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Sean P. McDermottSummit Investment Advisory Services · Certified Financial Planner
- Jody K. McDonoughOsaic Wealth, Inc. · Certified Financial Planner
- Russell D. RogersSummit Investment Advisory Services · Certified Financial Planner
Firms with the most CFP professionals in Roseville
Edward Jones 3Summit Investment Advisory Services 3Ameriprise Financial Services, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Transamerica Financial Advisors, 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 Roseville, MN?
10 SEC-registered investment adviser representatives at firm offices in Roseville, Minnesota list the CFP designation; Edward Jones employs the most of them (3).
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 Roseville?
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.