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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lakeville, MN

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

63 registered advisors work in Lakeville; the most are at Ameriprise Financial Services, LLC (10). 6 list the CFP designation and 61 are also registered broker representatives.

Firms with the most advisors in Lakeville

FirmAdvisors in Lakeville
Ameriprise Financial Services, LLC news10
Edward Jones news8
Thrivent Investment Management Inc.8
Osaic Wealth, Inc. news6
LPL Financial LLC news5
Cambridge Investment Research Advisors, Inc. news4
State Farm Investment Management Corp.4
Cetera Investment Advisers LLC news3
Wells Fargo Clearing Services, LLC news2
Columbia Management Investment Advisers, LLC1
Efs Advisors1
Gateway Wealth Partners, LLC1
Independent Financial Group, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
Pfs Investments Inc.1
Retirement Planning And Management, Inc.1
Strategic Advisers LLC1
Stratos Wealth Partners, Ltd.1
T. Rowe Price Associates, Inc.1
Transamerica Retirement Advisors, LLC1
Vinepath Wealth LLC1

Advisors in Lakeville, A to Z

CFP advisors in Lakeville →

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 Lakeville, MN?

63 investment adviser representatives are registered at firm offices in Lakeville, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 61 of them are also registered as broker representatives, and 6 list the CFP designation.

Which firm has the most financial advisors in Lakeville?

Ameriprise Financial Services, LLC, with 10 registered advisors in Lakeville, followed by Edward Jones with 8.

How do I check a financial advisor in Lakeville?

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.