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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Minnetonka, MN

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

23 ChFC holders work in Minnetonka; the most are at Cetera Investment Advisers LLC (4). 16 are also registered broker representatives.

ChFC advisors in Minnetonka, A to Z

Every advisor in Minnetonka →
  • David BeiseThrivent Advisor Network, LLC · Chartered Financial Consultant
  • Richard J. Chaffee Jr.M Holdings Securities, Inc. · Chartered Financial Consultant
  • Timothy A. DavissonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Leonard V. Dayton Jr.Cetera Investment Advisers LLC · Chartered Financial Consultant
  • Paul D. DrachAdvisornet Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Emil A. FleischauerAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Douglas K. FlinkPark Avenue Securities LLC · Chartered Financial Consultant
  • Brian W. GroganPackerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Robert B. HansenAdams-Hansen & Associates · Chartered Financial Consultant
  • Gaylen J. HarmsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey K. JarnesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Timothy R. JirakAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mary Jo KohmanBluestem Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kevin C. MaxBluestem Wealth Partners, LLC · Chartered Financial Consultant
  • Kyle P. OlsonCaptrust · Certified Financial Planner, Chartered Financial Consultant
  • Hanna M. RaskGreat Valley Advisor Group, LLC · Chartered Financial Consultant
  • Dyanne M. Ross-HansonE-Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • David A. SchwandtAdvisornet Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • Thomas R. SchwebachNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Frederick A. ShermanCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Andrew A. SherwinBelpointe Asset Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Karen S. WehnerOsaic Wealth, Inc. · Chartered Financial Consultant
  • Scott A. WolfPark Avenue Securities LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Minnetonka

Cetera Investment Advisers LLC 4Ameriprise Financial Services, LLC 3Advisornet Wealth Partners 2Bluestem Wealth Partners, LLC 2Park Avenue Securities LLC 2Adams-Hansen & Associates 1Belpointe Asset Management LLC 1Captrust 1E-Wealth Partners 1Great Valley Advisor Group, LLC 1M Holdings Securities, Inc. 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Packerland Brokerage Services, Inc. 1Thrivent Advisor Network, LLC 1

ChFC advisors in other Minnesota cities

All of Minnesota →

Minneapolis 64Edina 32Plymouth 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 Minnetonka, MN?

23 SEC-registered investment adviser representatives at firm offices in Minnetonka, Minnesota list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (4).

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 Minnetonka?

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.