Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lake Elmo, MN

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

74 registered advisors work in Lake Elmo; the most are at Ameriprise Financial Services, LLC (15). 0 list the CFP designation and 66 are also registered broker representatives.

Firms with the most advisors in Lake Elmo

FirmAdvisors in Lake Elmo
Ameriprise Financial Services, LLC news15
Principal Securities, Inc.15
Thrivent Investment Management Inc.13
LPL Financial LLC news9
Beacon Pointe Advisors, LLC news3
Cambridge Investment Research Advisors, Inc. news2
Edward Jones news2
Northwestern Mutual Investment Services, LLC2
Strategic Advisers LLC2
Advisor Share Wealth Management, LLC1
Ae Wealth Management, LLC1
Cetera Investment Advisers LLC news1
Fencl Advisory Services, LLC1
Francis LLC1
J. W. Cole Advisors, Inc.1
Laureate Wealth Management, LLC1
MML Investors Services, LLC1
Osaic Wealth, Inc. news1
Scm Investment Services1
U.S. Bancorp Advisors, LLC1

Advisors in Lake Elmo, A to Z

Search all of Minnesota →

Other cities in Minnesota

All of Minnesota →

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 81Mankato 74

Questions

How many financial advisors are in Lake Elmo, MN?

74 investment adviser representatives are registered at firm offices in Lake Elmo, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 66 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lake Elmo?

Ameriprise Financial Services, LLC, with 15 registered advisors in Lake Elmo, followed by Principal Securities, Inc. with 15.

How do I check a financial advisor in Lake Elmo?

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.