Financial ADVSR advisor directory · SEC adviser records
Captrust financial advisors in Minneapolis, MN
Every SEC-registered investment adviser representative at a Captrust office in Minneapolis, A to Z.
8 registered advisors work at Captrust in Minneapolis, out of 915 at the firm nationwide; it ranks number 36 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Minneapolis, A to Z
Every Captrust advisor →- Hayley R. BettsInvestment adviser rep
- Bryan D. GrimmChartered Financial Analyst
- Krista M. HolappaCertified Financial Planner
- Evan HolmesChartered Financial Analyst
- David O. KochCertified Financial Planner, Chartered Financial Analyst
- Jennifer K. OntkoInvestment adviser rep
- Thomas SaundersCertified Financial Planner, Chartered Financial Analyst
- Tiffany L. WalkerCertified Financial Planner, Chartered Financial Consultant
Captrust advisors in every city and state →Captrust: assets, clients and custodians →CAPTRUST news and advisor moves →Captrust payout grid vs. other firms →Advisor Moves: who changed firms this week →
Captrust advisors in other cities
Raleigh, NC 125Boston, MA 52Brentwood, TN 33Charlotte, NC 31Tampa, FL 31San Antonio, TX 29Phoenix, AZ 25Chesterton, IN 20Dallas, TX 20Rochester, NY 18Allentown, PA 17Greenville, SC 17Sacramento, CA 17Costa Mesa, CA 16Leawood, KS 16
Other firms in Minneapolis
All Minneapolis advisors →Ameriprise Financial Services, LLC 407Thrivent Investment Management Inc. 342Wells Fargo Clearing Services, LLC 194RBC Capital Markets, LLC 191Cetera Investment Advisers LLC 80Focus Financial 66Cliftonlarsonallen Wealth Advisors, LLC 56Merrill Lynch, Pierce, Fenner & Smith Incorporated 51Northrock Partners, LLC 46Equitable Advisors, LLC 44Thrivent Advisor Network, LLC 43Morgan Stanley 34
Questions
How many financial advisors does Captrust have in Minneapolis?
8 investment adviser representatives are registered at Captrust offices in Minneapolis, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Minneapolis?
Captrust ranks number 36 in Minneapolis by registered advisors; Ameriprise Financial Services, LLC has the most, with 407.
How do I check a Captrust advisor in Minneapolis?
Each advisor below links to a profile with their registrations, exams, designations 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 Captrust office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.