CFA charterholders in North Dakota

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

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6 advisors

Prairiewood Wealth Management

18yrs

Steven Nelson

Financial advisor

3175 Sienna Dr S Suite 100
Fargo, ND 58104

More experience than 60% of advisors in North Dakota

CFAPlanningInvesting

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Brady Martz Wealth Solutions

16yrs

Ted Ferik

Financial advisor

401 Demers Ave Suite 300
Grand Forks, ND 58201

More experience than 73% of advisors in Grand Forks

CFAFiduciary

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Omnia Finance

15yrs

Sean Burian

Financial advisor

4654 Amber Valley Parkway S Suite 100
Fargo, ND 58104

More experience than 54% of advisors in Fargo

CFAFee-only firm

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LPL Financial

10yrs

Justin Cole

Financial advisor

500 2nd Ave. North
Fargo, ND 58102

10 years in the industry

CFAFiduciary

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Briaud Financial Advisors

4yrs

Michelle Holmes

Financial advisor

Mandan, ND

4 years in the industry

CFACFP®Fee-only firm

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Thoreson Steffes

New

Richard Thoreson

Financial advisor

210 N. Broadway Suite 400
Fargo, ND 58102

New to the profession

CFAFee-only firm

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