Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Bloomington, MN
Every SEC-registered financial advisor at a firm office in Bloomington who lists the Chartered Financial Consultant designation, A to Z.
18 ChFC holders work in Bloomington; the most are at Caissa Wealth Strategies (2). 9 are also registered broker representatives.
ChFC advisors in Bloomington, A to Z
Every advisor in Bloomington →- Matthew P. AnagnostouNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Aimee N. BaumanCaissa Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
- Michael D. BeckerOsaic Wealth, Inc. · Chartered Financial Consultant
- Gregory J. BetlachCx Institutional, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael N. BilottaJnba Financial Advisors, LLC · Chartered Financial Consultant
- Evan S. CayeCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Phillip E. CuroeCetera Investment Advisers LLC · Chartered Financial Consultant
- John B. Dewey Jr.Independent Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew R. ForsmanThrivent Investment Management Inc. · Chartered Financial Consultant
- Mark I. HaukedahlCommonwealth Financial Network · Chartered Financial Consultant
- Samuel A. JohnsonBoyum Wealth Architects LLC · Certified Financial Planner, Chartered Financial Consultant
- Bailey M. NorbyJnba Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Merissa J. PerkinsCaissa Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
- James J. RobertsonWealth Planning Systems, LLC · Chartered Financial Consultant
- William J. RobertsonWealth Planning Systems, LLC · Chartered Financial Consultant
- Edward B. SmithCommonwealth Financial Network · Chartered Financial Consultant
- William H. StevensStevens Foster Financial Advisors · Chartered Financial Consultant
- Derek D. VillarsBoulevard · Chartered Financial Consultant
Firms with the most ChFC holders in Bloomington
Caissa Wealth Strategies 2Commonwealth Financial Network 2Jnba Financial Advisors, LLC 2Wealth Planning Systems, LLC 2Boulevard 1Boyum Wealth Architects LLC 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Cx Institutional, LLC 1Independent Financial Group, LLC 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Stevens Foster Financial Advisors 1Thrivent Investment Management Inc. 1
ChFC advisors in other Minnesota cities
All of Minnesota →Minneapolis 64Edina 32Minnetonka 23Plymouth 21Arden Hills 11Wayzata 9Eagan 8Rochester 8Maple Grove 7Lakeville 6Woodbury 6St. Paul 5Apple Valley 4Golden Valley 4Oakdale 4Roseville 4St. Louis Park 4Bemidji 3Burnsville 3Cloquet 3Duluth 3Eden Prairie 3Mankato 3Marshall 3
Questions
How many ChFC financial advisors are in Bloomington, MN?
18 SEC-registered investment adviser representatives at firm offices in Bloomington, Minnesota list the ChFC designation; Caissa Wealth Strategies employs the most of them (2).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
How do I check a ChFC in Bloomington?
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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.