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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mendota Heights, MN

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

The short answer

26 registered advisors work in Mendota Heights; the most are at Cetera Investment Advisers LLC (3). 5 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Mendota Heights

FirmAdvisors in Mendota Heights
Cetera Investment Advisers LLC news3
Thrivent Investment Management Inc.3
Vessel Wealth Partners3
Wold Financial Group3
Ameriprise Financial Services, LLC news2
Commonwealth Financial Network news2
Edward Jones news2
Castle Rock Financial Planning, Inc.1
Foundations Investment Advisors LLC1
Great Valley Advisor Group, LLC1
LPL Financial LLC news1
Lions Wealth Management1
Minder Narusiewicz, Inc.1
Osaic Wealth, Inc. news1
RBC Capital Markets, LLC news1
UBS Financial Services Inc. news1

Advisors in Mendota Heights, A to Z

CFP advisors in Mendota Heights →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,280Plymouth 695Edina 589Bloomington 544Minnetonka 441Wayzata 426Rochester 227Arden Hills 192Saint Paul 167Eden Prairie 159Golden Valley 147Maple Grove 142Duluth 136Woodbury 136Eagan 112St. Paul 112St Paul 104Burnsville 90St Louis Park 89New Brighton 86St Cloud 86Stillwater 81St. Louis Park 77Mankato 70

Questions

How many financial advisors are in Mendota Heights, MN?

26 investment adviser representatives are registered at firm offices in Mendota Heights, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Mendota Heights?

Cetera Investment Advisers LLC, with 3 registered advisors in Mendota Heights, followed by Thrivent Investment Management Inc. with 3.

How do I check a financial advisor in Mendota Heights?

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.