Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Saint Paul, MN
Every SEC-registered financial advisor at a firm office in Saint Paul who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Saint Paul; the most are at Greater Midwest Financial Group, LLC (4). 6 are also registered broker representatives.
CFP advisors in Saint Paul, A to Z
Every advisor in Saint Paul →- Bjorn W. AmundsonQuarry Hill Advisors · Certified Financial Planner
- Craig J. BartlettCetera Investment Advisers LLC · Certified Financial Planner
- Richard F. DunnCetera Investment Advisers LLC · Certified Financial Planner
- Nathan V. GibsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elyse A. JensenAzure Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Jacob M. KoglerGreater Midwest Financial Group, LLC · Certified Financial Planner
- Angela J. KrebsbachMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kevin M. KuensterWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael J. KuensterWells Fargo Clearing Services, LLC · Certified Financial Planner
- Thomas W. LimborgQuarry Hill Advisors · Certified Financial Planner
- Marin A. McCannQuarry Hill Advisors · Certified Financial Planner
- Jane McKinleyQuarry Hill Advisors · Certified Financial Planner, Chartered Financial Consultant
- Donald J. PhillipsGreater Midwest Financial Group, LLC · Certified Financial Planner
- Robert J. PhillipsGreater Midwest Financial Group, LLC · Certified Financial Planner
- James W. RonnGreater Midwest Financial Group, LLC · Certified Financial Planner
- Keaton E. ShinnAluman · Certified Financial Planner
- Matthew A. ShowalterMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Saint Paul
Greater Midwest Financial Group, LLC 4Quarry Hill Advisors 4Wells Fargo Clearing Services, LLC 3Cetera Investment Advisers LLC 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Aluman 1Azure Wealth Management 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 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14Lake Elmo 14
Questions
How many CFP financial advisors are in Saint Paul, MN?
17 SEC-registered investment adviser representatives at firm offices in Saint Paul, Minnesota list the CFP designation; Greater Midwest Financial Group, 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 Saint Paul?
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.