Financial ADVSR advisor directory · SEC adviser records
Cfg Retirement financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Cfg Retirement office in Minnesota, by city and A to Z.
3 registered advisors work at Cfg Retirement in Minnesota, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Edina (3). 1 list the CFP designation and 0 are also registered broker representatives.
Cfg Retirement advisors by city in Minnesota
Every firm in Minnesota →Cfg Retirement advisors in Minnesota, A to Z
Search by name →- Jacqueline A. Nelson-LamottEdina
- Vincent L. OldreEdina · Certified Financial Planner
- Michael StendahlEdina
Cfg Retirement advisors in every state →Cfg Retirement: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Cfg Retirement financial advisors are in Minnesota?
3 investment adviser representatives are registered at Cfg Retirement offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Cfg Retirement have the most advisors?
Edina, with 3. Cfg Retirement has advisors in 1 city in Minnesota.
How do I check a Cfg Retirement 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 Cfg Retirement office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.