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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Waconia, MN

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

The short answer

31 registered advisors work in Waconia; the most are at Edward Jones (7). 7 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Waconia

FirmAdvisors in Waconia
Edward Jones news7
Thrivent Investment Management Inc.6
Ameriprise Financial Services, LLC news3
LPL Financial LLC news3
Focus Financial news2
State Farm Investment Management Corp.2
The Financial Planning Co.2
Advisor Share Wealth Management, LLC1
Cgn Advisors, LLC1
LPL Enterprise, LLC news1
Landcasted Capital Management LLC1
U.S. Bancorp Advisors, LLC1
Upstream Financial Advisors LLC1

Advisors in Waconia, A to Z

CFP advisors in Waconia →

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 Waconia, MN?

31 investment adviser representatives are registered at firm offices in Waconia, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Waconia?

Edward Jones, with 7 registered advisors in Waconia, followed by Thrivent Investment Management Inc. with 6.

How do I check a financial advisor in Waconia?

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.