Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wayzata, MN
Every SEC-registered financial advisor at a firm office in Wayzata who lists the Certified Financial Planner designation, A to Z.
45 CFP professionals work in Wayzata; the most are at Wells Fargo Advisors Financial Network, LLC (8). 40 are also registered broker representatives.
CFP advisors in Wayzata, A to Z
Every advisor in Wayzata →- Donald W. Adams Jr.UBS Financial Services Inc. · Certified Financial Planner
- Jeffrey C. AdamsonMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Jason M. AleshireAmeriprise Financial Services, LLC · Certified Financial Planner
- Alexander C. AndersonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jennifer A. ArpsCaptrust · Certified Financial Planner
- Glynne B. BassiMorgan Stanley · Certified Financial Planner
- Judson P. BeeskauPrime Capital Financial · Certified Financial Planner
- Ryan L. BodinVanderbilt Advisory Services · Certified Financial Planner
- Nicholas R. BormannWells Fargo Clearing Services, LLC · Certified Financial Planner
- Diana L. BrassMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Lauren A. BrownFiat Wealth Management · Certified Financial Planner
- Caroline S. CampMorgan Stanley · Certified Financial Planner
- Reece A. ChiribogaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Rene C. ChiribogaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathan M. DeckenbachRBC Capital Markets, LLC · Certified Financial Planner
- Megan E. GehrmanCetera Investment Advisers LLC · Certified Financial Planner
- Brian S. GrahekWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Anne D. GuzmanMorgan Stanley · Certified Financial Planner
- Steven J. HeimermannAmeriprise Financial Services, LLC · Certified Financial Planner
- Riley HowardWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jeremy W. JungEdward Jones · Certified Financial Planner
- Sarah J. KaelbererB&E Investment Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Angela J. KieferRBC Capital Markets, LLC · Certified Financial Planner
- Anthony E. KiefferEdward Jones · Certified Financial Planner
- Clayton KnutsenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Christopher S. KruseEdward Jones · Certified Financial Planner
- John C. KvammeMorgan Stanley · Certified Financial Planner
- Fred LegrandWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Anita M. LicariRBC Capital Markets, LLC · Certified Financial Planner
- Daniel J. Mahoney360 Financial · Certified Financial Planner
- William B. McNabbRBC Capital Markets, LLC · Certified Financial Planner
- Ryan MichaelisB&E Investment Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Clint N. NelsonPrime Capital Financial · Certified Financial Planner
- Brandon J. OslundMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Mark A. PehrsonWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael R. PierceMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Thomas D. PinkRBC Capital Markets, LLC · Certified Financial Planner
- Benjamin P. SmithCove Financial Planning, LLC · Certified Financial Planner
- Luke J. StromCetera Investment Advisers LLC · Certified Financial Planner
- Jeffrey M. ThielenOsaic Wealth, Inc. · Certified Financial Planner
- Robert F. TrojanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael J. Urch360 Financial · Certified Financial Planner
- Peter H. VickeryMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Ryan VoxlandWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Jian YangEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Wayzata
Wells Fargo Advisors Financial Network, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5Edward Jones 4Morgan Stanley 4Wells Fargo Clearing Services, LLC 3360 Financial 2Ameriprise Financial Services, LLC 2B&E Investment Advisers, Inc. 2Cetera Investment Advisers LLC 2Prime Capital Financial 2Captrust 1Cove Financial Planning, LLC 1Fiat Wealth Management 1Osaic Wealth, Inc. 1
CFP advisors in other Minnesota cities
All of Minnesota →Minneapolis 250Plymouth 227Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Maple 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 14Lake Elmo 14
Questions
How many CFP financial advisors are in Wayzata, MN?
45 SEC-registered investment adviser representatives at firm offices in Wayzata, Minnesota list the CFP designation; Wells Fargo Advisors Financial Network, LLC employs the most of them (8).
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 Wayzata?
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.