Financial ADVSR advisor directory · SEC adviser records
Financial advisors in North Branch, MN
Every SEC-registered investment adviser representative at a firm office in North Branch, with the firms that employ the most of them.
3 registered advisors work in North Branch; the most are at Edward Jones (2). 2 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in North Branch
| Firm | Advisors in North Branch |
|---|---|
| Edward Jones news | 2 |
| Focus Financial news | 1 |
Advisors in North Branch, A to Z
CFP advisors in North Branch →- Adam L. CabreraEdward Jones · Certified Financial Planner
- Tracey M. SimonsonFocus Financial · Certified Financial Planner
- Jane A. VanderschaafEdward Jones
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 North Branch, MN?
3 investment adviser representatives are registered at firm offices in North Branch, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in North Branch?
Edward Jones, with 2 registered advisors in North Branch, followed by Focus Financial with 1.
How do I check a financial advisor in North Branch?
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.