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Financial ADVSR advisor directory · SEC adviser records

Financial Perspectives financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Financial Perspectives office in Minnesota, by city and A to Z.

12 registered advisors work at Financial Perspectives in Minnesota, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Minneapolis (12). 3 list the CFP designation and 8 are also registered broker representatives.

Financial Perspectives advisors by city in Minnesota

Every firm in Minnesota →

Minneapolis 12

Financial Perspectives advisors in Minnesota, A to Z

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Questions

How many Financial Perspectives financial advisors are in Minnesota?

12 investment adviser representatives are registered at Financial Perspectives offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.

Where in Minnesota does Financial Perspectives have the most advisors?

Minneapolis, with 12. Financial Perspectives has advisors in 1 city in Minnesota.

How do I check a Financial Perspectives 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 Financial Perspectives office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.