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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Monticello, MN

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

18 registered advisors work in Monticello; the most are at Edward Jones (6). 4 list the CFP designation and 16 are also registered broker representatives.

Firms with the most advisors in Monticello

FirmAdvisors in Monticello
Edward Jones news6
Wells Fargo Clearing Services, LLC news4
Ameriprise Financial Services, LLC news3
Pfs Investments Inc.2
Berger Financial Group1
Captrust news1
Cetera Planning Partners news1

Advisors in Monticello, A to Z

CFP advisors in Monticello →

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 Monticello, MN?

18 investment adviser representatives are registered at firm offices in Monticello, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Monticello?

Edward Jones, with 6 registered advisors in Monticello, followed by Wells Fargo Clearing Services, LLC with 4.

How do I check a financial advisor in Monticello?

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.