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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Okabena Investment Services Inc. financial advisors in Minneapolis, MN

Every SEC-registered investment adviser representative at a Okabena Investment Services Inc. office in Minneapolis, A to Z.

The short answer

4 registered advisors work at Okabena Investment Services Inc. in Minneapolis, out of 4 at the firm nationwide; it ranks number 61 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Okabena Investment Services Inc. advisors in Minneapolis, A to Z

Every Okabena Investment Services Inc. advisor →

Okabena Investment Services Inc. advisors in every city and state →Okabena Investment Services Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Minneapolis

All Minneapolis advisors →

Ameriprise Financial Services, LLC 445Thrivent Investment Management Inc. 346RBC Capital Markets, LLC 196Wells Fargo Clearing Services, LLC 196Cetera Investment Advisers LLC 89Focus Financial 65Cliftonlarsonallen Wealth Advisors, LLC 55Thrivent Advisor Network, LLC 54Merrill Lynch, Pierce, Fenner & Smith Incorporated 51Northrock Partners, LLC 50Equitable Advisors, LLC 46UBS Financial Services Inc. 41

Questions

How many financial advisors does Okabena Investment Services Inc. have in Minneapolis?

4 investment adviser representatives are registered at Okabena Investment Services Inc. offices in Minneapolis, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Okabena Investment Services Inc. one of the largest advisor employers in Minneapolis?

Okabena Investment Services Inc. ranks number 61 in Minneapolis by registered advisors; Ameriprise Financial Services, LLC has the most, with 445.

How do I check a Okabena Investment Services Inc. 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 Okabena Investment Services Inc. 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.