Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Flourish Wealth Management Inc. financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Flourish Wealth Management Inc. office in Minnesota, by city and A to Z.

The short answer

4 registered advisors work at Flourish Wealth Management Inc. in Minnesota, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Edina (4). 1 list the CFP designation and 0 are also registered broker representatives.

Flourish Wealth Management Inc. advisors by city in Minnesota

Every firm in Minnesota →

Edina 4

Flourish Wealth Management Inc. advisors in Minnesota, A to Z

Search by name →

Flourish Wealth Management Inc. advisors in every state →Flourish Wealth Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Flourish Wealth Management Inc. financial advisors are in Minnesota?

4 investment adviser representatives are registered at Flourish Wealth Management Inc. 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 Flourish Wealth Management Inc. have the most advisors?

Edina, with 4. Flourish Wealth Management Inc. has advisors in 1 city in Minnesota.

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