Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Winona, MN
Every SEC-registered investment adviser representative at a firm office in Winona, with the firms that employ the most of them.
The short answer
34 registered advisors work in Winona; the most are at Edward Jones (14). 4 list the CFP designation and 32 are also registered broker representatives.
Firms with the most advisors in Winona
Advisors in Winona, A to Z
CFP advisors in Winona →- Danny D. AlbertsonPackerland Brokerage Services, Inc.
- Phillip L. AndersonOsaic Wealth, Inc. · Certified Financial Planner
- Kimberly A. ClausenEdward Jones
- Kelsey ColonEdward Jones
- Ronald CrydermanThrivent Investment Management Inc.
- Aaron P. DiengerEdward Jones
- David J. EricksonNorthwestern Mutual Investment Services, LLC
- Christopher J. GervaisLPL Financial LLC
- John M. HardyEdward Jones
- Aleah R. HarveyEdward Jones
- Douglas M. JohnsonLPL Financial LLC
- Andrew J. KiefferCetera Investment Advisers LLC
- Nash KramerEdward Jones
- Dylan J. LisitzaOsaic Wealth, Inc.
- Kevin MahoneyEdward Jones · Certified Financial Planner, Personal Financial Specialist
- Melissa J. MansfieldFocus Financial
- Theresa A. McNallyThrivent Investment Management Inc.
- Ryan R. MeyerNorthwestern Mutual Investment Services, LLC
- Wayne R. MyhreEdward Jones · Certified Financial Planner
- Alexis R. PartingtonEdward Jones
- Garrett H. PingEdward Jones · Certified Financial Planner
- Robert M. QuinlanCetera Investment Advisers LLC · Chartered Financial Consultant
- Jacob M. ReeckEdward Jones
- Matthew M. ReeckEdward Jones
- Brian T. RussellCetera Planning Partners
- Matthew J. SchroederOsaic Wealth, Inc.
- Matthew S. SlaggieRaymond James Financial Services Advisors, Inc.
- Lynette M. StevensEdward Jones
- Mark C. SwensonPackerland Brokerage Services, Inc.
- Timothy S. TuinstraCalder Financial Group
- Lee M. TurekFirst Midwest Investments
- Anthony M. VoteState Farm Investment Management Corp.
- Alana D. WilsonEdward Jones · Chartered Financial Consultant
- Jordan P. ZimmermanOsaic Wealth, Inc.
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 Winona, MN?
34 investment adviser representatives are registered at firm offices in Winona, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 4 list the CFP designation.
Which firm has the most financial advisors in Winona?
Edward Jones, with 14 registered advisors in Winona, followed by Osaic Wealth, Inc. with 4.
How do I check a financial advisor in Winona?
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.