Financial ADVSR advisor directory · SEC adviser records
Financial advisors in North Oaks, MN
Every SEC-registered investment adviser representative at a firm office in North Oaks, with the firms that employ the most of them.
21 registered advisors work in North Oaks; the most are at Kestra Advisory Services, LLC (4). 4 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in North Oaks
Advisors in North Oaks, A to Z
CFP advisors in North Oaks →- David W. BonifaceLPL Financial LLC
- Brent E. CarlsonKestra Advisory Services, LLC · Certified Financial Planner
- Bruce E. CarlsonKestra Advisory Services, LLC · Certified Financial Planner
- Connor ChesnutThrivent Advisor Network, LLC · Chartered Financial Analyst
- Jason J. DekeusterMML Investors Services, LLC
- Wilfredo Dominguez NunezEdward Jones
- Kristina J. ElferingAmeriprise Financial Services, LLC
- Katherine A. FloodLPL Financial LLC
- Richard A. GwizdalaCetera Investment Advisers LLC
- Brock S. JensenEdward Jones
- Cruz J. LemmerhirtThrivent Advisor Network, LLC
- Leanne M. MorrisEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- John L. NelsonTag Wealth Advisors
- Nicholas L. PariseauMML Investors Services, LLC
- Jeffrey D. RushThrivent Investment Management Inc.
- Edward SachsThrivent Investment Management Inc.
- Charles C. ScottKestra Advisory Services, LLC
- Christine E. Vander HeydenThrivent Investment Management Inc.
- Melissa WebbThrivent Advisor Network, LLC
- Brandon WoodKestra Advisory Services, LLC · Certified Financial Planner
- Grant M. ZimmermanHartford Funds
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 Oaks, MN?
21 investment adviser representatives are registered at firm offices in North Oaks, 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 North Oaks?
Kestra Advisory Services, LLC, with 4 registered advisors in North Oaks, followed by Edward Jones with 3.
How do I check a financial advisor in North Oaks?
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.