Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Cfg Retirement financial advisors in Edina, MN

Every SEC-registered investment adviser representative at a Cfg Retirement office in Edina, A to Z.

The short answer

3 registered advisors work at Cfg Retirement in Edina, out of 3 at the firm nationwide; it ranks number 27 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cfg Retirement advisors in Edina, A to Z

Every Cfg Retirement advisor →

Cfg Retirement advisors in every city and state →Cfg Retirement: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Edina

All Edina advisors →

Ameriprise Financial Services, LLC 144RBC Capital Markets, LLC 39LPL Financial LLC 33Strategic Advisers LLC 31Cetera Investment Advisers LLC 28Charles Schwab & Co., Inc. 24Robert W. Baird & Co. Incorporated 22Tradition Wealth Management LLC 21Punch & Associates Investment Management, Inc. 16Schwab Wealth Advisory, Inc. 15Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14

Questions

How many financial advisors does Cfg Retirement have in Edina?

3 investment adviser representatives are registered at Cfg Retirement offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cfg Retirement one of the largest advisor employers in Edina?

Cfg Retirement ranks number 27 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 144.

How do I check a Cfg Retirement advisor in Edina?

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 Cfg Retirement 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.