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Designations / CFA charterholders

CFA charterholders in Minnesota

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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235 advisors

Perkins Capital Management
47yrs
Richard Perkins
Financial advisor
730 Lake Street East
Wayzata, MN 55391
Top 1% by experience in Minnesota
CFAFiduciary
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Fidere Advisors
44yrs
Christopher Gerber
Financial advisor
13100 Wayzata Blvd Suite 330
Minnetonka, MN 55305
Top 1% by experience in Minnesota
CFAFiduciary
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Captrust
43yrs
David Koch
Financial advisor
333 S 7th St #2900
Minneapolis, MN 55402
Top 1% by experience in Minneapolis
CFACFP®Fiduciary
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GS Investment
41yrs
Glenn Steinke
Financial advisor
860 Blue Gentian Road Suite 200
Eagan, MN 55121
Top 2% by experience in Eagan
CFA
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Colliers Securities
41yrs
John Drow
Financial advisor
90 South Seventh Street, Suite 3300
Minneapolis, MN 55402
Top 2% by experience in Minneapolis
CFAFiduciary
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Trademark Financial Management
40yrs
Mark Carlton
Financial advisor
7825 Washington Ave South 410
Bloomington, MN 55439
Top 4% by experience in Minnesota
CFAFiduciary
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Sage Wealth Advisory
40yrs
Joel Reimers
Financial advisor
Willmar, MN
Top advisor by experience in Willmar
CFA
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Wealth Enhancement Advisory Services
39yrs
Paul DeSisto
Financial advisor
505 N Highway 169 Suite 900
Plymouth, MN 55441
Top 4% by experience in Plymouth
CFAFiduciary
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Murphy Pohlad Asset Management
38yrs
John Murphy
Financial advisor
7480 Flying Cloud Drive Suite 120
Eden Prairie, MN 55344
Top 5% by experience in Minnesota
CFA
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Columbia Management Investment Advisers
37yrs
Anne Holloran
Financial advisor
901 3rd Ave S
Minneapolis, MN 55402
Top 2% by experience at Columbia Management Investment Advisers
CFAFiduciary
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Wealth Enhancement Advisory Services
37yrs
Harold Shill
Financial advisor
505 N Highway 169 Suite 900
Plymouth, MN 55441
Top 6% by experience in Plymouth
CFA
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Silveroak Wealth Management
35yrs
Jonathan Scharlau
Financial advisor
3600 Minnesota Drive Suite 860
Edina, MN 55435
Top advisor by experience at Silveroak Wealth Management
CFACFP®
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LPL Financial
35yrs
Charles Cooper
Financial advisor
4536 France Avenue South
Edina, MN 55410
Top 8% by experience in Minnesota
CFAFiduciary
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Speece Thorson Capital Group
34yrs
Fred Speece
Financial advisor
601 Carlson Parkway Suite 850
Minnetonka, MN 55305
Top 9% by experience in Minnesota
CFAFiduciary
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Strategic Asset Management LLC.
34yrs
Jonathan Horick
Financial advisor
706 Second Avenue South Suite 300
Minneapolis, MN 55402
Top 7% by experience in Minneapolis
CFA
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Thrivent Advisor Network
33yrs
Kenneth Ferrone
Financial advisor
600 Portland Avenue South
Minneapolis, MN 55415
Top 5% by experience at Thrivent Advisor Network
CFAFiduciary
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Morgan Stanley
33yrs
Brian Larson
Financial advisor
445 East Lake Street Suite 320
Wayzata, MN 55391
Top 11% by experience in Minnesota
CFAFiduciary
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Provenire Capital
33yrs
Gregory Konezny
Financial advisor
9855 West 78th Street Suite 300
Eden Prairie, MN 55344
Top 11% by experience in Minnesota
CFA
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AKM Advisory
33yrs
Adam Mans
Financial advisor
5200 Willson Road, Suite 150
Edina, MN 55424
Top 11% by experience in Minnesota
CFAFiduciary
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Mairs & Power
33yrs
Patrick Farley
Financial advisor
30 E 7th Street Suite 2500
St. Paul, MN 55101
Top advisor by experience at Mairs & Power
CFA
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Epiq Partners
33yrs
Daniel Aronson
Financial advisor
2919 Knox Avenue South Suite 200
Minneapolis, MN 55408
Top advisor by experience at Epiq Partners
CFAFiduciary
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Wealth Enhancement Advisory Services
32yrs
Mark Scarlett
Financial advisor
505 N Highway 169 Suite 900
Plymouth, MN 55441
Top 12% by experience in Minnesota
CFAFiduciary
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Mairs & Power
32yrs
Andrew Adams
Financial advisor
30 E 7th Street Suite 2500
St. Paul, MN 55101
Top 12% by experience at Mairs & Power
CFACIC
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