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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Williston, ND

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

13 registered advisors work in Williston; the most are at Edward Jones (5). 0 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Williston

FirmAdvisors in Williston
Edward Jones news5
Thrivent Investment Management Inc.3
Concorde Asset Management, LLC2
Ameriprise Financial Services, LLC news1
LPL Financial LLC news1
Raymond James Financial Services Advisors, Inc. news1

Advisors in Williston, A to Z

Search all of North Dakota →

Other cities in North Dakota

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Fargo 281Bismarck 155Grand Forks 65Minot 50West Fargo 29Mandan 23Dickinson 22Jamestown 15Valley City 12Wahpeton 10Bismark 8Bottineau 6Devils Lake 6Grafton 5

Questions

How many financial advisors are in Williston, ND?

13 investment adviser representatives are registered at firm offices in Williston, North Dakota, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Williston?

Edward Jones, with 5 registered advisors in Williston, followed by Thrivent Investment Management Inc. with 3.

How do I check a financial advisor in Williston?

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.