Financial ADVSR advisor directory · SEC adviser records
Vanderbilt Advisory Services financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Vanderbilt Advisory Services office in Minnesota, by city and A to Z.
3 registered advisors work at Vanderbilt Advisory Services in Minnesota, out of 154 nationwide; it's the firm's number 8 state by advisors, and the most are in Minneapolis (2). 1 list the CFP designation and 2 are also registered broker representatives.
Vanderbilt Advisory Services advisors by city in Minnesota
Every firm in Minnesota →Vanderbilt Advisory Services advisors in Minnesota, A to Z
Search by name →- Ryan L. BodinWayzata · Certified Financial Planner
- Anya S. GageMinneapolis
- Jina A. Penn-TracyMinneapolis
Vanderbilt Advisory Services advisors in every state →Vanderbilt Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Vanderbilt Advisory Services in other states
New York 96California 12New Jersey 5Florida 4Massachusetts 4Iowa 3Indiana 3Utah 3
Questions
How many Vanderbilt Advisory Services financial advisors are in Minnesota?
3 investment adviser representatives are registered at Vanderbilt Advisory Services offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 154 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Where in Minnesota does Vanderbilt Advisory Services have the most advisors?
Minneapolis, with 2, then Wayzata (1). Vanderbilt Advisory Services has advisors in 2 cities in Minnesota.
How do I check a Vanderbilt Advisory Services 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 Vanderbilt Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.