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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Morris, MN

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

The short answer

11 registered advisors work in Morris; the most are at Edward Jones (3). 2 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Morris

FirmAdvisors in Morris
Edward Jones news3
Strategence Capital LLC3
LPL Financial LLC news2
Oneascent Financial Services LLC2
Cetera Investment Advisers LLC news1
Encore Wealth Advisors1
Thrivent Investment Management Inc.1

Advisors in Morris, A to Z

CFP advisors in Morris →

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 Morris, MN?

11 investment adviser representatives are registered at firm offices in Morris, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Morris?

Edward Jones, with 3 registered advisors in Morris, followed by Strategence Capital LLC with 3.

How do I check a financial advisor in Morris?

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.