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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Edina, MN

Every SEC-registered financial advisor at a firm office in Edina who lists the Chartered Financial Consultant designation, A to Z.

The short answer

33 ChFC holders work in Edina; the most are at Ameriprise Financial Services, LLC (10). 23 are also registered broker representatives.

ChFC advisors in Edina, A to Z

Every advisor in Edina →
  • Betty J. AlbitzContego Capital Group, Inc. · Chartered Financial Consultant
  • Brian W. BenzEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • John R. BergstromCardinal Wealth Advisors, L.L.C. · Certified Financial Planner, Chartered Financial Consultant
  • Timothy W. BiekkolaAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • James W. Bryan Jr.Hyland Lake Partners · Certified Financial Planner, Chartered Financial Consultant
  • Lance E. ButnerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Derrick DammCetera Investment Advisers LLC · Chartered Financial Consultant
  • Ian S. DonaldsonNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • David J. DucheneEagle Strategies LLC · Chartered Financial Consultant
  • Chad D. DuppongIsc Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Susan P. EmersonAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Nathan J. GahertySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ryan T. HaagTradition Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Corrie A. HauxEagle Strategies LLC · Chartered Financial Consultant
  • Michael G. KhouryOsaic Wealth, Inc. · Chartered Financial Consultant
  • Terrence P. LeiendeckerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Terry K. LewisEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas K. LuxemAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Brian C. MacdonaldAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John M. MazzaraCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lisa K. MulcareAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott D. OethCahill Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • David A. Olson Jr.Ameriprise Financial Services, LLC · Chartered Financial Consultant
  • Robert N. Prentiss Jr.Isc Financial Advisors · Chartered Financial Consultant
  • Robert J. RayAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Craig H. RoslienEagle Strategies LLC · Chartered Financial Consultant
  • Samuel G. RoumanIht Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • John M. RuscianoSummit Financial, LLC · Chartered Financial Consultant
  • Ryan J. SchwinglerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Susan M. StilesStiles Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Andrew M. TateCahill Financial Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ashish TomarEagle Strategies LLC · Chartered Financial Consultant
  • Mark E. VandersallAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Edina

Ameriprise Financial Services, LLC 10Eagle Strategies LLC 5Cahill Financial Advisors, Inc. 2Cetera Investment Advisers LLC 2Isc Financial Advisors 2Osaic Wealth, Inc. 2Cardinal Wealth Advisors, L.L.C. 1Contego Capital Group, Inc. 1Edward Jones 1Hyland Lake Partners 1Iht Wealth Management LLC 1Northwestern Mutual Investment Services, LLC 1Schwab Wealth Advisory, Inc. 1Stiles Financial Services, Inc. 1Summit Financial, LLC 1

ChFC advisors in other Minnesota cities

All of Minnesota →

Minneapolis 64Minnetonka 23Plymouth 21Bloomington 18Arden 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 Edina, MN?

33 SEC-registered investment adviser representatives at firm offices in Edina, Minnesota list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (10).

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 Edina?

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.