Financial ADVSR advisor directory · SEC adviser records
&Partners financial advisors in Bloomington, MN
Every SEC-registered investment adviser representative at a &Partners office in Bloomington, A to Z.
3 registered advisors work at &Partners in Bloomington, out of 539 at the firm nationwide; it ranks number 36 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
&Partners advisors in Bloomington, A to Z
Every &Partners advisor →- Patricia W. BarrettAlso a broker rep
- Jack A. HelmichAlso a broker rep
- Jennifer M. WesleyAlso a broker rep
&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →
&Partners advisors in other cities
Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Florham Park, NJ 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4
Other firms in Bloomington
All Bloomington advisors →Wells Fargo Clearing Services, LLC 61Morgan Stanley 43LPL Financial LLC 41UBS Financial Services Inc. 33Jnba Financial Advisors, LLC 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Creative Planning 16Northwestern Mutual Investment Services, LLC 15Ameriprise Financial Services, LLC 13Edward Jones 13Mariner 13Boyum Wealth Architects LLC 11
Questions
How many financial advisors does &Partners have in Bloomington?
3 investment adviser representatives are registered at &Partners offices in Bloomington, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is &Partners one of the largest advisor employers in Bloomington?
&Partners ranks number 36 in Bloomington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 61.
How do I check a &Partners advisor in Bloomington?
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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.