Financial ADVSR advisor directory · SEC adviser records
E-Wealth Partners financial advisors in Minnesota
Every SEC-registered investment adviser representative at a E-Wealth Partners office in Minnesota, by city and A to Z.
5 registered advisors work at E-Wealth Partners in Minnesota, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Minnetonka (5). 4 list the CFP designation and 0 are also registered broker representatives.
E-Wealth Partners advisors by city in Minnesota
Every firm in Minnesota →E-Wealth Partners advisors in Minnesota, A to Z
Search by name →- Luke A. AarestadMinnetonka
- Brian J. AdamekMinnetonka · Certified Financial Planner
- Jon H. JandroMinnetonka · Certified Financial Planner
- Connor G. LantzMinnetonka · Certified Financial Planner
- Dyanne M. Ross-HansonMinnetonka · Certified Financial Planner, Chartered Financial Consultant
E-Wealth Partners advisors in every state →E-Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many E-Wealth Partners financial advisors are in Minnesota?
5 investment adviser representatives are registered at E-Wealth Partners offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does E-Wealth Partners have the most advisors?
Minnetonka, with 5. E-Wealth Partners has advisors in 1 city in Minnesota.
How do I check a E-Wealth Partners 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 E-Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.