Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Savvy office in Minnesota, by city and A to Z.
4 registered advisors work at Savvy in Minnesota, out of 187 nationwide; it's the firm's number 10 state by advisors, and the most are in Edina (1). 2 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Minnesota
Every firm in Minnesota →Savvy advisors in Minnesota, A to Z
Search by name →- Grace HennenMaple Grove
- Scott A. JensenForest Lake · Certified Financial Planner
- Adam K. MansEdina · Chartered Financial Analyst
- Aaron M. PeloquinMinneapolis · Certified Financial Planner
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Savvy in other states
New York 87California 15Colorado 10Illinois 8Utah 7Florida 6Ohio 6Indiana 4Kentucky 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Minnesota?
4 investment adviser representatives are registered at Savvy offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Savvy have the most advisors?
Edina, with 1, then Forest Lake (1). Savvy has advisors in 4 cities in Minnesota.
How do I check a Savvy 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 Savvy office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.