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Financial ADVSR advisor directory · SEC adviser records

Laurel Wealth Planning financial advisors in Edina, MN

Every SEC-registered investment adviser representative at a Laurel Wealth Planning office in Edina, A to Z.

6 registered advisors work at Laurel Wealth Planning in Edina, out of 6 at the firm nationwide; it ranks number 21 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Laurel Wealth Planning advisors in Edina, A to Z

Every Laurel Wealth Planning advisor →

Laurel Wealth Planning advisors in every city and state →Laurel Wealth Planning: 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 Laurel Wealth Planning have in Edina?

6 investment adviser representatives are registered at Laurel Wealth Planning offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Laurel Wealth Planning one of the largest advisor employers in Edina?

Laurel Wealth Planning ranks number 21 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 144.

How do I check a Laurel Wealth Planning 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 Laurel Wealth Planning 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.