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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Excelsior, MN

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

28 registered advisors work in Excelsior; the most are at Ameriprise Financial Services, LLC (6). 6 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Excelsior

FirmAdvisors in Excelsior
Ameriprise Financial Services, LLC news6
Modus Advisors, LLC4
Modelist2
Analytics Investment Advisors1
Cambridge Investment Research Advisors, Inc. news1
Captrust news1
Commonwealth Financial Network news1
Cookson Financial, LLC1
Creative Planning news1
Edward Jones news1
Excelsior Investors1
Kestra Advisory Services, LLC news1
LPL Financial LLC news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Strategic Wealth Group1
Thrivent Investment Management Inc.1
Tlg Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1

Advisors in Excelsior, A to Z

CFP advisors in Excelsior →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,241Plymouth 678Edina 581Bloomington 535Minnetonka 432Wayzata 422Rochester 229Arden Hills 199Saint Paul 193Eden Prairie 164Woodbury 149Maple Grove 144Golden Valley 141Duluth 131St Paul 117St. Paul 115Eagan 104Burnsville 88St Louis Park 88New Brighton 86St Cloud 82St. Louis Park 79Mankato 74Stillwater 74

Questions

How many financial advisors are in Excelsior, MN?

28 investment adviser representatives are registered at firm offices in Excelsior, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Excelsior?

Ameriprise Financial Services, LLC, with 6 registered advisors in Excelsior, followed by Modus Advisors, LLC with 4.

How do I check a financial advisor in Excelsior?

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.