Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Welch, MN

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

1 CFP advisor work in Welch; the most are at Couloir Wealth Advisors, Inc. (1). 0 are also registered broker representatives.

CFP advisors in Welch, A to Z

Every advisor in Welch →

Janice H. FierCouloir Wealth Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Welch

Couloir Wealth Advisors, Inc. 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 Welch, MN?

1 SEC-registered investment adviser representatives at firm offices in Welch, Minnesota list the CFP designation; Couloir Wealth Advisors, Inc. employs the most of them (1).

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 Welch?

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.