Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Minot, ND
Every SEC-registered financial advisor at a firm office in Minot who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Minot; the most are at Edward Jones (2). 5 are also registered broker representatives.
CFP advisors in Minot, A to Z
Every advisor in Minot →- Robert M. DickRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Cole A. LauingerOsaic Wealth, Inc. · Certified Financial Planner
- Ginger N. QuamEdward Jones · Certified Financial Planner
- Jessie L. SeidemanEdward Jones · Certified Financial Planner
- Carl E. WallinBfc Planning, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Minot
Edward Jones 2Bfc Planning, Inc. 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other North Dakota cities
All of North Dakota →Questions
How many CFP financial advisors are in Minot, ND?
5 SEC-registered investment adviser representatives at firm offices in Minot, North Dakota list the CFP designation; Edward Jones employs the most of them (2).
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 Minot?
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.