Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Shoreview, MN

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

12 CFP professionals work in Shoreview; the most are at Great Waters Financial (4). 6 are also registered broker representatives.

CFP advisors in Shoreview, A to Z

Every advisor in Shoreview →

Derek BlankenshipEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Joshua D. CanniffCetera Investment Advisers LLC · Certified Financial Planner
Gloria S. Garcia CisnerosGreat Waters Financial · Certified Financial Planner
Taylor J. HegnaGreat Waters Financial · Certified Financial Planner
David E. HitchcockOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Fred P. Lawless IIAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Timothy J. Lo StraccoGreat Waters Financial · Certified Financial Planner
Matthew J. SchwartzGreat Waters Financial · Certified Financial Planner
Mark G. TollanderAmeriprise Financial Services, LLC · Certified Financial Planner
Calvin E. TreichlerGuide Financial Planning · Certified Financial Planner
Nicole L. WilliamsOsaic Wealth, Inc. · Certified Financial Planner
Brandon WoodSolidity Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Shoreview

Great Waters Financial 4 Ameriprise Financial Services, LLC 2 Osaic Wealth, Inc. 2 Advisornet Wealth Partners 1 Cetera Investment Advisers LLC 1 Edward Jones 1 Guide Financial Planning 1 Solidity Financial 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 Shoreview, MN?

12 SEC-registered investment adviser representatives at firm offices in Shoreview, Minnesota list the CFP designation; Great Waters Financial 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 Shoreview?

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.