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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Caledonia, MN

Every SEC-registered investment adviser representative at a firm office in Caledonia, with the firms that employ the most of them.

The short answer

7 registered advisors work in Caledonia; the most are at LPL Financial LLC (2). 2 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Caledonia

FirmAdvisors in Caledonia
LPL Financial LLC news2
Thrivent Investment Management Inc.2
Ameriprise Financial Services, LLC news1
Edward Jones news1
State Farm Investment Management Corp.1

Advisors in Caledonia, A to Z

CFP advisors in Caledonia →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,280Plymouth 695Edina 589Bloomington 544Minnetonka 441Wayzata 426Rochester 227Arden Hills 192Saint Paul 167Eden Prairie 159Golden Valley 147Maple Grove 142Duluth 136Woodbury 136Eagan 112St. Paul 112St Paul 104Burnsville 90St Louis Park 89New Brighton 86St Cloud 86Stillwater 81St. Louis Park 77Mankato 70

Questions

How many financial advisors are in Caledonia, MN?

7 investment adviser representatives are registered at firm offices in Caledonia, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Caledonia?

LPL Financial LLC, with 2 registered advisors in Caledonia, followed by Thrivent Investment Management Inc. with 2.

How do I check a financial advisor in Caledonia?

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.