Financial ADVSR advisor directory · SEC adviser records
Financial Perspectives financial advisors
Every SEC-registered investment adviser representative at Financial Perspectives, by the state and city of the office they work from.
14 registered advisors work at Financial Perspectives, in 1 state and 1 city; the most are in Minneapolis, MN (14). 0 list the CFP designation and 10 are also registered broker representatives.
Search every Financial Perspectives advisor by name →Financial Perspectives: assets, clients and custodians →
Cities with the most Financial Perspectives advisors
Financial Perspectives advisors by state
Questions
How many financial advisors does Financial Perspectives have?
14 investment adviser representatives are registered with Financial Perspectives, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 10 are also registered as broker representatives.
Where does Financial Perspectives have the most advisors?
Minneapolis, MN, with 14 registered advisors. By state, Minnesota has the most, with 14.
How do I find a Financial Perspectives financial advisor near me?
Pick your state below, then your city, to see every Financial Perspectives advisor registered at an office there. Each one 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. An advisor registered at Financial Perspectives offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →