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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in White Bear Lake, MN

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

48 registered advisors work in White Bear Lake; the most are at LPL Financial LLC (8). 8 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in White Bear Lake

FirmAdvisors in White Bear Lake
LPL Financial LLC news8
Pfs Investments Inc.8
Ameriprise Financial Services, LLC news6
Edward Jones news5
Ausdal Financial Partners, Inc.3
One Life Financial Group, Inc.3
Independent Financial Group, LLC2
Lions Gate Sovereign Capital, LLC2
State Farm Investment Management Corp.2
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
Familywealth1
Gradient Advisors, LLC1
MML Investors Services, LLC1
Osaic Wealth, Inc. news1
Principal Securities, Inc.1
RBC Capital Markets, LLC news1
Thompson Financial Transitions Inc.1

Advisors in White Bear Lake, A to Z

CFP advisors in White Bear Lake →

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 White Bear Lake, MN?

48 investment adviser representatives are registered at firm offices in White Bear Lake, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in White Bear Lake?

LPL Financial LLC, with 8 registered advisors in White Bear Lake, followed by Pfs Investments Inc. with 8.

How do I check a financial advisor in White Bear Lake?

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.