Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in St. Paul, MN
Every SEC-registered financial advisor at a firm office in St. Paul who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in St. Paul; the most are at Morgan Stanley (4). 13 are also registered broker representatives.
CFP advisors in St. Paul, A to Z
Every advisor in St. Paul →- Kevin D. CunninghamMorgan Stanley · Certified Financial Planner
- Travis R. GleasonCaptrust · Certified Financial Planner
- Marc J. HaverkampLPL Financial LLC · Certified Financial Planner
- Michael D. HaverkampLPL Financial LLC · Certified Financial Planner
- Richard E. HillsCaptrust · Certified Financial Planner
- James T. KirkRBC Capital Markets, LLC · Certified Financial Planner
- Julian E. LockePerennial Financial Services · Certified Financial Planner, Chartered Financial Consultant
- Eric M. McCarverNormandy Investment Advisors · Certified Financial Planner
- Ellen K. OsthusTruman Wealth Advisors · Certified Financial Planner
- Paul J. PearceMairs & Power · Certified Financial Planner
- Brian K. PetersonEndurance Financial Group · Certified Financial Planner
- Peter J. RekstadCaptrust · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey L. SchlesingerRBC Capital Markets, LLC · Certified Financial Planner
- Steven A. SchmidtBallast Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- John P. Severy-HovenUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Ryan M. ShannonR.M. Shannon Wealth Management, LLC · Certified Financial Planner
- Allen K. ShortMorgan Stanley · Certified Financial Planner
- Ximena S. Silva-AvilaPerennial Financial Services · Certified Financial Planner
- William E. StyleMorgan Stanley · Certified Financial Planner
- Patrick J. SullivanHighmark Wealth Management LLC · Certified Financial Planner
- Tina SwansonMorgan Stanley · Certified Financial Planner
- Hilary J. SweeneyMairs & Power · Certified Financial Planner
- Andrew P. SweereBright Angel Advisors LLC · Certified Financial Planner
- Tyler J. WestphalRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in St. Paul
Morgan Stanley 4Captrust 3LPL Financial LLC 2Mairs & Power 2Perennial Financial Services 2RBC Capital Markets, LLC 2Ballast Advisors, LLC 1Bright Angel Advisors LLC 1Endurance Financial Group 1Highmark Wealth Management LLC 1Normandy Investment Advisors 1R.M. Shannon Wealth Management, LLC 1Raymond James Financial Services Advisors, Inc. 1Truman Wealth Advisors 1United Planners' Financial Services Of America A Limited Partner 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 26Duluth 22Golden Valley 20Mankato 17Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14Lake Elmo 14Albert Lea 13
Questions
How many CFP financial advisors are in St. Paul, MN?
24 SEC-registered investment adviser representatives at firm offices in St. Paul, Minnesota list the CFP designation; Morgan Stanley 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. 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.