Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bloomington, MN
Every SEC-registered investment adviser representative at a firm office in Bloomington, with the firms that employ the most of them.
535 registered advisors work in Bloomington; the most are at Wells Fargo Clearing Services, LLC (61). 143 list the CFP designation and 352 are also registered broker representatives.
Firms with the most advisors in Bloomington
Advisors in Bloomington, A to Z (first 300 of 535)
CFP advisors in Bloomington →- Beth J. AbrahamsonMorgan Stanley
- Ann M. Adams LilkeWells Fargo Clearing Services, LLC
- Mark A. AdkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Matthew P. AnagnostouNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Todd R. AndersenWells Fargo Clearing Services, LLC
- Corinna J. AndersonNorthwestern Mutual Investment Services, LLC
- Garrett R. AndersonMorgan Stanley
- Matthew J. AndersonLPL Financial LLC
- Rebecca A. AndersonNorthwestern Mutual Investment Services, LLC
- Kimberly A. AndrewsBirchwood Financial Partners, Inc. · Certified Financial Planner
- Samuel M. AndrewsCreative Planning · Certified Financial Planner
- Hiroshi T. AsatoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Satoru O. AsatoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christina E. AsmusAmeriprise Financial Services, LLC
- Jeremy S. BabcockNorthwestern Mutual Investment Services, LLC
- Jeremy M. BallmannStevens Foster Financial Advisors
- Annette B. BaltesTiaa-Cref Individual & Institutional Services, LLC
- Craig A. BaneBane O'Leary LLC
- Steven C. BaneBane O'Leary LLC
- Brandon A. BarkoskyLPL Financial LLC
- Robert H. BarnettMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Patricia W. Barrett&Partners
- Thomas A. BartenUnited Advisors America
- Aimee N. BaumanCaissa Wealth Strategies · Certified Financial Planner, Chartered Financial Consultant
- Susan J. BayWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Lawrence J. BeckerJnba Financial Advisors, LLC
- Linda A. BeckerMorgan Stanley
- Michael D. BeckerOsaic Wealth, Inc. · Chartered Financial Consultant
- Charles S. Bellows Jr.White Pine Capital LLC
- Isaac J. BennerBoulevard
- Alan D. BensonOsaic Wealth, Inc. · Certified Financial Planner
- Lance S. BenzerMorgan Stanley
- Kayla R. BerceauBirchwood Financial Partners, Inc. · Certified Financial Planner
- Teisha M. BergerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Sarah A. BerggrenCreative Planning
- Mitchell BernardsPivotal Wealth And Tax
- Ethan D. BerubeLPL Financial LLC · Certified Financial Planner
- Gregory J. BetlachCx Institutional, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stacy M. BiermaierJnba Financial Advisors, LLC · Certified Financial Planner
- Laura A. BiermannLegacy Financial Advisors Corporation · Certified Financial Planner
- Michael N. BilottaJnba Financial Advisors, LLC · Chartered Financial Consultant
- Benjamin BirkWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Michael G. BischoffWebb Financial Group · Certified Financial Planner
- Blaise J. BitzRaymond James Financial Services Advisors, Inc.
- Kristopher K. BjorklundMorgan Stanley
- Gregory S. BlackwoodMorgan Stanley
- Jordan K. BlankStrategic Advisers LLC
- John W. W. BloomUBS Financial Services Inc.
- Samuel BoddickerEdward Jones
- Westyn M. BodellJnba Financial Advisors, LLC
- Daniel A. BoeckermannBgm Wealth Management
- Patrick M. BoldischarWells Fargo Clearing Services, LLC
- Robert BollVan Clemens Wealth Management, LLC
- Nicolas P. BoudewynsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Chad M. BoveeMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin M. BoydKmb Wealth Management, LLC
- Caden BoyerSequoia Financial Group, L.L.C.
- Chase D. BradshawUBS Financial Services Inc.
- Dana M. BrewerBirchwood Financial Partners, Inc. · Certified Financial Planner
- Cody A. BroadwellLPL Financial LLC
- Samuel J. BrobackCedar Cove Wealth Partners
- Ryan C. BrockhausNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Kelly T. BroneakMorgan Stanley
- James M. Broom Sr.Northstar Wealth Management, Inc.
- David L. BrownRaymond James Financial Services Advisors, Inc.
- Eva-Lotta L. BrownWells Fargo Clearing Services, LLC
- Jon P. BrownWells Fargo Clearing Services, LLC
- Kenneth L. BrownRaymond James Financial Services Advisors, Inc.
- Kimberlee M. BrownJnba Financial Advisors, LLC
- Richard S. BrownJnba Financial Advisors, LLC
- Ben D. BruccianiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lisa A. BrulaCetera Investment Advisers LLC
- Philip BurfeindMariner · Certified Financial Planner
- Thomas BurkhartGallagher Fiduciary Advisors, LLC
- Natalie N. BurnsLPL Financial LLC
- Abigail CampbellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew J. CampbellCaissa Wealth Strategies · Certified Financial Planner
- John D. CampbellOn Investment Management Co.
- Daniel A. CarlsonU.S. Bancorp Advisors, LLC
- Mark A. CarltonTrademark Financial Management, LLC · Chartered Financial Analyst
- Stephen R. CarltonIndependent Financial Group, LLC
- Evan S. CayeCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Casey L. CharlsonState Farm Investment Management Corp.
- David S. ChisholmMorgan Stanley
- Lane D. ChristensenSequoia Financial Group, L.L.C. · Certified Financial Planner
- Peggy S. ChristensenWells Fargo Clearing Services, LLC
- Christina E. ClarkU.S. Bancorp Advisors, LLC
- Lewis R. CoffeyWindsor Capital Management, LLC
- Ned J. CohenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jason T. CollinsMorgan Stanley
- Evans E. Connelly IVUBS Financial Services Inc. · Chartered Financial Analyst
- Michael J. CorbettHerbert J. Sims Capital Management, Inc. · Certified Financial Planner
- Cara CoreyAmeriprise Financial Services, LLC
- Ryan M. CoxOsaic Wealth, Inc. · Certified Financial Planner
- Jacob D. CreydtUBS Financial Services Inc. · Certified Financial Planner
- Kimberly M. CrookMorgan Stanley
- Phillip E. CuroeCetera Investment Advisers LLC · Chartered Financial Consultant
- Dan L. CurryThrivent Investment Management Inc.
- Ryan A. CusinMariner
- Daniel C. DaggettWells Fargo Clearing Services, LLC
- Darcy R. DahlMorgan Stanley
- Ryan DamhofGreat Valley Advisor Group, LLC
- Patrick DardisBps Capital Management, Inc.
- Stacy L. DawsonWells Fargo Clearing Services, LLC
- Kiley S. DemeryLPL Financial LLC
- David E. DennistonCenturion Financial Strategies LLC · Chartered Financial Analyst
- Courtney J. DentMariner
- Sheri L. DeutzThrivent Investment Management Inc.
- John B. Dewey Jr.Independent Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen B. DixonBirchwood Financial Partners, Inc. · Chartered Financial Analyst
- Brendan J. DohertyJnba Financial Advisors, LLC
- Joseph A. DombroLPL Financial LLC
- Thomas C. DotzenrodAmeriprise Financial Services, LLC · Certified Financial Planner
- Catherine S. DoucetteAmeriprise Financial Services, LLC
- Derek J. DreesMorgan Stanley
- Thomas K. DreesMorgan Stanley
- Eric Michael M. DreyerUBS Financial Services Inc.
- Donald W. DroegemuellerPeak Financial Consulting, Inc. · Certified Financial Planner
- Ford C. DroegemuellerPeak Financial Consulting, Inc. · Certified Financial Planner
- Timofey M. DrozdovMariner
- Peter E. DurandUBS Financial Services Inc.
- Scott D. EckartThrivent Investment Management Inc.
- Kenneth J. EdwardsFocus Financial · Certified Financial Planner
- John E. EhrenfeldYour Path Wealth Management · Certified Financial Planner
- Jake D. EischensCuri Capital, LLC · Certified Financial Planner
- Eric EkmanWells Fargo Advisors Financial Network, LLC
- Frank E. EllLPL Financial LLC · Certified Financial Planner
- Chad R. EllmanMorgan Stanley
- Tyler J. EngbrechtTrumix Advisors · Certified Financial Planner
- Constance A. EricksonCambridge Investment Research Advisors, Inc.
- Jason ErnoStrategic Advisers LLC
- Erin L. EvansMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason A. ExleyWells Fargo Clearing Services, LLC
- Amber N. FaganAmeriprise Financial Services, LLC
- Tiffany D. FahnhorstMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bret D. FarringtonWells Fargo Clearing Services, LLC
- Brett R. FenskeWells Fargo Clearing Services, LLC
- Stephanie M. FetzerState Farm Investment Management Corp.
- Zachary R. FetzerState Farm Investment Management Corp.
- Ryan R. FisherEdward Jones
- Jennifer G. FitzgeraldUBS Financial Services Inc.
- Justin FloresRBC Capital Markets, LLC
- Sarah A. FoehrenbacherNorthwestern Mutual Investment Services, LLC
- Mark A. ForemanLPL Financial LLC
- Christopher ForsbergUBS Financial Services Inc.
- Matthew R. ForsmanThrivent Investment Management Inc. · Chartered Financial Consultant
- Rick A. FosseyMorgan Stanley · Certified Financial Planner
- Spencer R. FosseyMorgan Stanley
- John W. FosterJnba Financial Advisors, LLC
- Michael D. FrantaOn Investment Management Co.
- Brendon D. FrazierCreative Planning
- Katherine A. FrazierBgm Wealth Management · Certified Financial Planner
- Haley A. FreconJnba Financial Advisors, LLC · Certified Financial Planner
- Frederick T. FredericksonWells Fargo Clearing Services, LLC · Certified Financial Planner
- William M. FriederichsBgm Wealth Management · Certified Financial Planner
- Joseph D. FrissoraMariner · Certified Financial Planner
- Richard J. FromsteinMorgan Stanley
- Patrick J. FurnstahlWells Fargo Clearing Services, LLC
- Peter E. GablerUBS Financial Services Inc. · Certified Financial Planner
- George L. GagnonWells Fargo Clearing Services, LLC
- Joshua C. GarciaNorthwestern Mutual Investment Services, LLC
- Marcus GardnerMariner
- Ryan P. GargaroNorthwestern Mutual Investment Services, LLC
- Emilie C. GeorgeRaymond James Financial Services Advisors, Inc.
- Richard K. GilbertMorgan Stanley · Certified Financial Planner
- Thomas S. GillundMorgan Stanley
- Charles J. GitsUBS Financial Services Inc.
- Vanessa T. GlassWells Fargo Clearing Services, LLC · Certified Financial Planner
- Samuel J. GlubkaTrademark Financial Management, LLC
- Ross D. GobelBgm Wealth Management · Certified Financial Planner
- Michael B. GolembieskyHerbert J. Sims Capital Management, Inc.
- Alexander J. GonzalezThrivent Investment Management Inc. · Certified Financial Planner
- William GoodnowWells Fargo Clearing Services, LLC
- Lindsay GordonWells Fargo Clearing Services, LLC
- Danica L. GoshertCommonwealth Financial Network · Certified Financial Planner
- Benjamin P. GoshgarianVoya Financial Advisors, Inc.
- Raana R. GrantLPL Financial LLC
- Robert GrantWells Fargo Clearing Services, LLC
- Maureen A. GrayLPL Financial LLC
- Kevin M. GreenSequoia Financial Group, L.L.C.
- Erika A. GreeneyLPL Financial LLC
- Steven M. GuillotelHerbert J. Sims Capital Management, Inc.
- Andrew S. GuiseUBS Financial Services Inc.
- Lisa Guzek MontagneLPL Financial LLC
- Matthew T. HadleySequoia Financial Group, L.L.C. · Certified Financial Planner
- Eric C. HagenLPL Financial LLC
- Jeffrey D. HalversonLPL Financial LLC
- Mary Bridget M. HandkeBirchwood Financial Partners, Inc. · Certified Financial Planner
- Michael T. HanleyMorgan Stanley
- Richard J. HannaWells Fargo Clearing Services, LLC
- Robert J. HannahMorgan Stanley · Certified Financial Planner
- Gary L. HansonWells Fargo Clearing Services, LLC
- Heather M. HardenLPL Financial LLC
- Darin W. HargreavesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Elise A. HartwigCommonwealth Financial Network · Certified Financial Planner
- Mark I. HaukedahlCommonwealth Financial Network · Chartered Financial Consultant
- Laura R. HauptJnba Financial Advisors, LLC · Certified Financial Planner
- James M. HayUBS Financial Services Inc.
- Lihua HeTransamerica Financial Advisors, LLC
- Rheanna L. HeddingNorthwestern Mutual Investment Services, LLC
- John G. HedrickUBS Financial Services Inc.
- Joseph W. HedrickUBS Financial Services Inc.
- Elizabeth T. HeidemannMorgan Stanley
- Audrey A. HeitkampFocus Financial
- David K. HeitkampFocus Financial · Certified Financial Planner
- Rae A. HeitkampFocus Financial
- Andrew M. HeldThrivent Investment Management Inc.
- Barry J. HellyerNorthwestern Mutual Investment Services, LLC
- Jack A. Helmich&Partners
- Luke HelmichMariner
- Jack B. HenschelFocus Financial
- Nicholas A. HentgesCenturion Financial Strategies LLC
- Maria Regina HerfindahlUBS Financial Services Inc.
- Jenny C. HetlandWells Fargo Clearing Services, LLC
- Andrew A. HicksMorgan Stanley
- Colton F. HigginsCreative Planning · Certified Financial Planner
- Nathan S. HildreMorgan Stanley
- Reeve A. HolmquistLPL Financial LLC
- Christopher R. HoltheWells Fargo Clearing Services, LLC
- Dave A. HoranUBS Financial Services Inc. · Certified Financial Planner
- James M. HoranWells Fargo Clearing Services, LLC
- Justin T. HorschCetera Investment Advisers LLC
- Sarah M. Houle-JohnsLPL Financial LLC
- Derek R. HoytCreative Planning · Chartered Financial Analyst
- Gregg R. HubertyBearing360 Wealth · Certified Financial Planner
- Joseph L. HulbertMorgan Stanley
- Andrew J. HussEdward Jones
- Angela HussEdward Jones
- Elise M. HustonJnba Financial Advisors, LLC · Certified Financial Planner
- Charles D. HynesFocus Financial
- Rachel O. InfanteBirchwood Financial Partners, Inc. · Certified Financial Planner
- David E. IrvinUBS Financial Services Inc.
- Susan G. IsaacsonCx Institutional, LLC · Certified Financial Planner, Personal Financial Specialist
- Ian M. IversonAmeriprise Financial Services, LLC
- Jill L. JacobsonWells Fargo Clearing Services, LLC
- Christopher A. JadinWells Fargo Clearing Services, LLC
- Ashley JagerEdward Jones · Certified Financial Planner
- Rebecca A. JanischUBS Financial Services Inc.
- Ryan JaskiniaEdward Jones
- Thomas H. JenkinsPetros Family Wealth, LLC
- Breanna R. JensenPetros Family Wealth, LLC · Certified Financial Planner
- Travis JensenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Benjamin L. JohnsonCedar Cove Wealth Partners · Certified Financial Planner
- Cade JohnsonPetros Family Wealth, LLC
- Craig S. JohnsonOn Investment Management Co.
- Cynthia M. JohnsonUBS Financial Services Inc.
- Jacob B. JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob C. JohnsonOsaic Wealth, Inc.
- Samuel A. JohnsonBoyum Wealth Architects LLC · Certified Financial Planner, Chartered Financial Consultant
- Jamie L. JohnstonMorgan Stanley
- Charles A. JuckniessMorgan Stanley
- Megan L. JuliarWells Fargo Clearing Services, LLC
- Michael A. JungwirthLPL Financial LLC
- Joshua G. JustinJnba Financial Advisors, LLC
- Timothy K. KaleyGradient Advisors, LLC
- Eric S. KallalCetera Investment Advisers LLC
- Theodore J. KaminskiMutual Of Omaha Investor Services, Inc.
- Joshua KampbellLPL Financial LLC
- Jon M. KappesWells Fargo Clearing Services, LLC
- Sabrina F. KarnsCommonwealth Financial Network · Certified Financial Planner
- Cassandra L. KellerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Coleman M. KellyRaymond James Financial Services Advisors, Inc.
- John M. KellyCedar Cove Wealth Partners
- Cameron N. KerkesMariner · Certified Financial Planner
- Ashley G. KlemannBoyum Wealth Architects LLC · Certified Financial Planner
- Christina M. KlugEdward Jones · Certified Financial Planner
- James S. KnappBoyum Wealth Architects LLC · Certified Financial Planner
- Nicole KnutsonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew P. KoelschCreative Planning · Certified Financial Planner
- Alex W. KonciljaCuri Capital, LLC
- Haris KopicBoyum Wealth Architects LLC · Certified Financial Planner
- Zenith K. KoyTransamerica Financial Advisors, LLC
- Charles J. KretschmerWells Fargo Clearing Services, LLC · Certified Financial Planner
- June KronenbergerWells Fargo Clearing Services, LLC
- Alexander K. KruegerMariner
- Nicholas N. KruellLPL Financial LLC · Certified Financial Planner
- Kevin A. KrugerKruger Wealth Management, Inc.
- Matthew KuplicAmeriprise Financial Services, LLC
- Austin G. KuryloVan Clemens Wealth Management, LLC
- Peter L. LaffertyMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Bryan M. LageThrivent Investment Management Inc.
- William J. LagooLPL Financial LLC
- Evan LalemanSequoia Financial Group, L.L.C. · Certified Financial Planner
- Samuel J. LambertEdward Jones
- Keller A. LampertStevens Foster Financial Advisors
- Daniel J. LanasaCommonwealth Financial Network
- Benjamin W. LaneSequoia Financial Group, L.L.C.
- Bennett C. LangFocus Financial
- Brent LangeMariner · Certified Financial Planner, Chartered Financial Analyst
- Luke J. LangeJ.P. Morgan Securities LLC
- Landon LantzSequoia Financial Group, L.L.C. · Certified Financial Planner
- Nancy J. LarocquePfs Investments Inc.
- Troy S. LarsenUSI Advisors
- Leonard C. LarsonCommonwealth Financial Network
- Trevor A. LastokaProvident Financial Group LLC · Personal Financial Specialist
- Michael N. LauerCetera Investment Advisers LLC · Certified Financial Planner
- Robert D. LawsonBarrington Capital Management, Inc.
- Jacob J. LedermannLPL Financial LLC
- Jason J. LedermannLPL Financial LLC · Certified Financial Planner
- Brennan LeeWells Fargo Advisors Financial Network, LLC
Other cities in Minnesota
All of Minnesota →Minneapolis 2,241Plymouth 678Edina 581Minnetonka 432Wayzata 422Rochester 229Arden Hills 199Saint Paul 193Eden Prairie 164Woodbury 149Maple Grove 144Golden Valley 141Duluth 131St Paul 117St. Paul 115Eagan 104Burnsville 88St Louis Park 88New Brighton 86St Cloud 82St. Louis Park 79Mankato 74Stillwater 74Lake Elmo 69
Questions
How many financial advisors are in Bloomington, MN?
535 investment adviser representatives are registered at firm offices in Bloomington, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 352 of them are also registered as broker representatives, and 143 list the CFP designation.
Which firm has the most financial advisors in Bloomington?
Wells Fargo Clearing Services, LLC, with 61 registered advisors in Bloomington, followed by Morgan Stanley with 43.
How do I check a financial advisor in Bloomington?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.