Financial ADVSR advisor directory · SEC adviser records
Flourish Wealth Management Inc. financial advisors in Edina, MN
Every SEC-registered investment adviser representative at a Flourish Wealth Management Inc. office in Edina, A to Z.
The short answer
4 registered advisors work at Flourish Wealth Management Inc. in Edina, out of 4 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Flourish Wealth Management Inc. advisors in Edina, A to Z
Every Flourish Wealth Management Inc. advisor →- Joseph FenwickInvestment adviser rep
- Kathleen M. LongoCertified Financial Planner
- Jay E. PluimerInvestment adviser rep
- Jayden L. ShultzInvestment adviser rep
Flourish Wealth Management Inc. advisors in every city and state →Flourish Wealth Management Inc.: 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 Flourish Wealth Management Inc. have in Edina?
4 investment adviser representatives are registered at Flourish Wealth Management Inc. offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Flourish Wealth Management Inc. one of the largest advisor employers in Edina?
Flourish Wealth Management Inc. ranks number 24 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 144.
How do I check a Flourish Wealth Management Inc. 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 Flourish Wealth Management Inc. 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.