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Captrust financial advisors in Minnetonka, MN
Every SEC-registered investment adviser representative at a Captrust office in Minnetonka, A to Z.
13 registered advisors work at Captrust in Minnetonka, out of 915 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Captrust advisors in Minnetonka, A to Z
Every Captrust advisor →- Tyler J. BernardInvestment adviser rep
- Theodore J. EckerInvestment adviser rep
- Nina E. EschCertified Financial Planner
- James R. FerrinChartered Financial Analyst
- Nathan D. HoornbeekInvestment adviser rep
- Katherine K. JohnsonCertified Financial Planner
- Madeleine G. LeenstraInvestment adviser rep
- Kyle P. OlsonCertified Financial Planner, Chartered Financial Consultant
- Christian B. RayCertified Financial Planner
- Logan T. TreptauInvestment adviser rep
- Daniel D. WestinCertified Financial Planner, Chartered Financial Consultant
- Jack R. WingInvestment adviser rep
- John W. WingInvestment adviser rep
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 Minnetonka
All Minnetonka advisors →Cetera Investment Advisers LLC 56Ameriprise Financial Services, LLC 46Advisornet Wealth Partners 39Principal Securities, Inc. 30Osaic Wealth, Inc. 23Park Avenue Securities LLC 19Strategic Advisers LLC 17Bluestem Wealth Partners, LLC 16Robert W. Baird & Co. Incorporated 15Cresset Asset Management, LLC 12Great Valley Advisor Group, LLC 11The Advocate Group, LLC 9
Questions
How many financial advisors does Captrust have in Minnetonka?
13 investment adviser representatives are registered at Captrust offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 915 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Captrust one of the largest advisor employers in Minnetonka?
Captrust ranks number 10 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 56.
How do I check a Captrust advisor in Minnetonka?
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.