Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Otsego, MN

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

21 registered advisors work in Otsego; the most are at Edward Jones (7). 0 list the CFP designation and 19 are also registered broker representatives.

Firms with the most advisors in Otsego

FirmAdvisors in Otsego
Edward Jones news7
Thrivent Investment Management Inc.5
Eagle Strategies LLC2
Cornerstone Wealth Management, LLC1
Eversource Wealth Advisors, LLC1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
Royal Fund Management, LLC1
State Farm Investment Management Corp.1
Transamerica Financial Advisors, LLC1

Advisors in Otsego, A to Z

Search all of Minnesota →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,417Plymouth 738Edina 631Bloomington 575Wayzata 459Minnetonka 457Rochester 245Arden Hills 208Saint Paul 178Eden Prairie 166Golden Valley 156Maple Grove 147Woodbury 144Duluth 143St. Paul 118Eagan 116St Paul 112Burnsville 95New Brighton 92St Cloud 92St Louis Park 92Stillwater 92St. Louis Park 81Lake Elmo 74

Questions

How many financial advisors are in Otsego, MN?

21 investment adviser representatives are registered at firm offices in Otsego, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 19 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Otsego?

Edward Jones, with 7 registered advisors in Otsego, followed by Thrivent Investment Management Inc. with 5.

How do I check a financial advisor in Otsego?

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.