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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Forest Lake, MN

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

33 registered advisors work in Forest Lake; the most are at Ameriprise Financial Services, LLC (5). 0 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Forest Lake

FirmAdvisors in Forest Lake
Ameriprise Financial Services, LLC news5
Edward Jones news3
LPL Financial LLC news3
Osaic Wealth, Inc. news3
Thrivent Investment Management Inc.3
Wells Fargo Clearing Services, LLC news3
Focus Financial news2
Strategic Advisers LLC2
U.S. Bancorp Advisors, LLC2
Advisor Share Wealth Management, LLC1
Cetera Investment Advisers LLC news1
J.P. Morgan Securities LLC news1
Raymond James Financial Services Advisors, Inc. news1
Savvy1
Transamerica Retirement Advisors, LLC1
Wealth Transitions1

Advisors in Forest Lake, A to Z

Search all of Minnesota →

Other cities in Minnesota

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Minneapolis 2,417Plymouth 738Edina 631Bloomington 575Wayzata 459Minnetonka 457Rochester 245Arden Hills 208Saint Paul 178Eden Prairie 166Golden Valley 156Maple Grove 147Woodbury 144Duluth 143St. Paul 118Eagan 116St Paul 112Burnsville 95New Brighton 92St Cloud 92St Louis Park 92Stillwater 92St. Louis Park 81Lake Elmo 74

Questions

How many financial advisors are in Forest Lake, MN?

33 investment adviser representatives are registered at firm offices in Forest Lake, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Forest Lake?

Ameriprise Financial Services, LLC, with 5 registered advisors in Forest Lake, followed by Edward Jones with 3.

How do I check a financial advisor in Forest Lake?

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.