Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Woodbury, MN
Every SEC-registered financial advisor at a firm office in Woodbury who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Woodbury; the most are at Pine Grove Financial Group (8). 16 are also registered broker representatives.
CFP advisors in Woodbury, A to Z
Every advisor in Woodbury →- Dean D. AllenPine Grove Financial Group · Certified Financial Planner
- Charles K. AltendorferNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Brett W. AndersonSt. Croix Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joshua P. AndersonPine Grove Financial Group · Certified Financial Planner
- Michael G. BabiczPine Grove Financial Group · Certified Financial Planner
- Joel D. BaumgartenPine Grove Financial Group · Certified Financial Planner
- Michelle L. CampbellPine Grove Financial Group · Certified Financial Planner
- Jeffrey A. ClarkPine Grove Financial Group · Certified Financial Planner
- Richard G. GerczakBallast Advisors, LLC · Certified Financial Planner
- David M. HammerHammer Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jodi L. HassingEdward Jones · Certified Financial Planner
- James S. HeimlerBallast Advisors, LLC · Certified Financial Planner
- Kyle L. HellerCetera Investment Advisers LLC · Certified Financial Planner
- Heidi J. HelmekeEnspyre Wealth Advisors, Inc. · Certified Financial Planner
- Jared W. HoltPine Grove Financial Group · Certified Financial Planner
- Robert JohnsonStrategic Advisers LLC · Certified Financial Planner
- Richard M. JuckelBallast Advisors, LLC · Certified Financial Planner
- Debra M. KuperFocus Financial · Certified Financial Planner
- Patrick N. LundyThe Oak Ridge Financial Services Group, Inc. · Certified Financial Planner
- David W. MatthewsFocus Financial · Certified Financial Planner
- Emma G. MonkOsaic Wealth, Inc. · Certified Financial Planner
- Lauren E. NazePine Grove Financial Group · Certified Financial Planner
- Eric RisloveEdward Jones · Certified Financial Planner
- Michael T. RosinEdward Jones · Certified Financial Planner
- Aaron D. SmaagaardGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew A. SvendsenOsaic Wealth, Inc. · Certified Financial Planner
- Andrew C. VixOsaic Wealth, Inc. · Certified Financial Planner
- Timothy J. WeigelGreat Valley Advisor Group, LLC · Certified Financial Planner
- Ellen L. WelshGreat Valley Advisor Group, LLC · Certified Financial Planner
- Christian E. ZepedaCharles Schwab & Co., Inc. · Certified Financial Planner
Firms with the most CFP professionals in Woodbury
Pine Grove Financial Group 8Ballast Advisors, LLC 3Edward Jones 3Great Valley Advisor Group, LLC 3Osaic Wealth, Inc. 3Focus Financial 2Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Enspyre Wealth Advisors, Inc. 1Hammer Advisory Services, Inc. 1Northwestern Mutual Investment Services, LLC 1St. Croix Advisors, LLC 1Strategic Advisers LLC 1The Oak Ridge Financial Services Group, Inc. 1
CFP advisors in other Minnesota cities
All of Minnesota →Minneapolis 250Plymouth 227Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Wayzata 45Maple Grove 38Arden Hills 36Rochester 35New 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 Woodbury, MN?
30 SEC-registered investment adviser representatives at firm offices in Woodbury, Minnesota list the CFP designation; Pine Grove Financial Group 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 Woodbury?
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.