Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in St. Cloud, MN
Every SEC-registered financial advisor at a firm office in St. Cloud who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in St. Cloud; the most are at Ais Planning (4). 5 are also registered broker representatives.
CFP advisors in St. Cloud, A to Z
Every advisor in St. Cloud →- April M. DiederichAmeriprise Financial Services, LLC · Certified Financial Planner
- Christopher P. DukeAis Planning · Certified Financial Planner
- Nathan GoebelAis Planning · Certified Financial Planner
- Jason C. HallonquistAis Planning · Certified Financial Planner
- Cathy L. JuilfsAis Planning · Certified Financial Planner
- James C. Kramer IIILPL Financial LLC · Certified Financial Planner
- Patrick J. KruchtenAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua G. NelsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Jamie L. O'RourkeAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in St. Cloud
Ais Planning 4Ameriprise Financial Services, LLC 4LPL Financial 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 St. Cloud, MN?
9 SEC-registered investment adviser representatives at firm offices in St. Cloud, Minnesota list the CFP designation; Ais Planning 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 St. Cloud?
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.