Financial ADVSR advisor directory · SEC adviser records
Bearing360 Wealth financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Bearing360 Wealth office in Minnesota, by city and A to Z.
The short answer
4 registered advisors work at Bearing360 Wealth in Minnesota, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Bloomington (2). 1 list the CFP designation and 0 are also registered broker representatives.
Bearing360 Wealth advisors by city in Minnesota
Every firm in Minnesota →Bearing360 Wealth advisors in Minnesota, A to Z
Search by name →- Spencer L. GoldsmithRichfield
- Gregg R. HubertyBloomington · Certified Financial Planner
- Mark A. RosenkranzRichfield · Chartered Financial Analyst
- Patrick L. SmithBloomington
Bearing360 Wealth advisors in every state →Bearing360 Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Bearing360 Wealth financial advisors are in Minnesota?
4 investment adviser representatives are registered at Bearing360 Wealth offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Bearing360 Wealth have the most advisors?
Bloomington, with 2, then Richfield (2). Bearing360 Wealth has advisors in 2 cities in Minnesota.
How do I check a Bearing360 Wealth advisor in Minnesota?
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, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bearing360 Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.