Financial ADVSR advisor directory · SEC adviser records
Financial advisors in New Ulm, MN
Every SEC-registered investment adviser representative at a firm office in New Ulm, with the firms that employ the most of them.
The short answer
18 registered advisors work in New Ulm; the most are at Edward Jones (7). 3 list the CFP designation and 18 are also registered broker representatives.
Firms with the most advisors in New Ulm
Advisors in New Ulm, A to Z
CFP advisors in New Ulm →- Scott M. BlumhoeferCetera Investment Advisers LLC
- Thomas M. BuskeyEdward Jones · Certified Financial Planner
- Drew A. DauerEdward Jones
- Lawrence E. De St. Croix IIIStifel, Nicolaus & Company, Incorporated
- Jason R. EngstromEdward Jones · Certified Financial Planner
- Steven M. FrieseStifel, Nicolaus & Company, Incorporated
- Michael D. FurthEdward Jones
- Jackelyn G. GiesekeEdward Jones
- Christopher J. JensenEdward Jones · Certified Financial Planner
- Gabriel J. KnowlesNorthwestern Mutual Investment Services, LLC
- David J. NielsenLPL Financial LLC
- Lisa M. PetersonStifel, Nicolaus & Company, Incorporated
- Cole B. RanweilerThrivent Investment Management Inc.
- Tim M. ReinkeThrivent Investment Management Inc.
- Derek J. ShaverRaymond James Financial Services Advisors, Inc.
- Nicholas A. ThomLPL Financial LLC
- Kyle A. VoelzOsaic Wealth, Inc.
- Jillian C. WilfahrtEdward Jones
Other cities in Minnesota
All of Minnesota →Minneapolis 2,280Plymouth 695Edina 589Bloomington 544Minnetonka 441Wayzata 426Rochester 227Arden Hills 192Saint Paul 167Eden Prairie 159Golden Valley 147Maple Grove 142Duluth 136Woodbury 136Eagan 112St. Paul 112St Paul 104Burnsville 90St Louis Park 89New Brighton 86St Cloud 86Stillwater 81St. Louis Park 77Mankato 70
Questions
How many financial advisors are in New Ulm, MN?
18 investment adviser representatives are registered at firm offices in New Ulm, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in New Ulm?
Edward Jones, with 7 registered advisors in New Ulm, followed by Stifel, Nicolaus & Company, Incorporated with 3.
How do I check a financial advisor in New Ulm?
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.