Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Fridley, MN
Every SEC-registered investment adviser representative at a firm office in Fridley, with the firms that employ the most of them.
The short answer
8 registered advisors work in Fridley; the most are at LPL Financial LLC (2). 2 list the CFP designation and 7 are also registered broker representatives.
Firms with the most advisors in Fridley
| Firm | Advisors in Fridley |
|---|---|
| LPL Financial LLC news | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Osaic Wealth, Inc. news | 1 |
| RBC Capital Markets, LLC news | 1 |
| Spc | 1 |
| Thrivent Investment Management Inc. | 1 |
| Valor Wealth Management LLC | 1 |
Advisors in Fridley, A to Z
CFP advisors in Fridley →- Ethan J. AlloneMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joan M. BrestelLPL Financial LLC
- Jeffrey T. ErpeldingLPL Financial LLC · Personal Financial Specialist, Chartered Financial Analyst
- Jacob MagnusonThrivent Investment Management Inc.
- Richard D. MartinSpc · Certified Financial Planner
- James P. MehrmanValor Wealth Management LLC
- Doreen E. SchmidtOsaic Wealth, Inc. · Certified Financial Planner
- Zachary D. WickRBC Capital Markets, LLC
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 Fridley, MN?
8 investment adviser representatives are registered at firm offices in Fridley, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Fridley?
LPL Financial LLC, with 2 registered advisors in Fridley, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 1.
How do I check a financial advisor in Fridley?
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.