Financial advisers in Edina, Minnesota
26 profiles with reported offices in Edina, Minnesota. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Joshua ArnoldChief Compliance Officer/Managing MemberJosh Arnold Investment ConsultantCRD 828189
- Roger SexterInvestment adviser representativeUSAdvisors Wealth ManagementCRD 859088
- Laura KuntzPresident/CEO & Administrative OfficerLaurel Wealth PlanningCRD 1303890
- Arnold AbensCEO/PresidentAbens Financial ServicesCRD 1506077
Jay PluimerDirector of InvestmentsFlourish Wealth ManagementCRD 2272144- Todd StegerDirect OwnerAcumen Financial AdvisorsCRD 2358695
Michael StendahlInvestment adviser representativeAssured Retirement Financial GroupCRD 2408225- Kathleen LongoPresident, Wealth Manager and Chief Compliance OfficerFlourish Wealth ManagementCRD 2757434
- Judd ArnoldInvestment adviser representativeJosh Arnold Investment ConsultantCRD 4488576
Morgan RanstromManaging MemberTrailhead PlannersCRD 4674255- Katherine ThenInvestment adviser representativeLaurel Wealth PlanningCRD 4810521
- Timothy MerrillPresident and Chief Compliance OfficerStar CapitalCRD 5696495
David SiebenPrincipal and Chief Compliance OfficerSieben Wealth PlanningCRD 5730105
William MulvahillManaging Member, Chief Compliance OfficerTrailhead PlannersCRD 5781832- Mallory KretmanSecretary and Chief Compliance OfficerLaurel Wealth PlanningCRD 5959559
- Tyler AbensCCO/CFOAbens Financial ServicesCRD 6049600
Vincent OldrePresident/CCOAssured Retirement Financial GroupCRD 6316933- Emily HokansonInvestment adviser representativeAbens Financial ServicesCRD 6443564
- Curtis LaChappelleChief Investment OfficerVera Lake CapitalCRD 6807130
- Jesse KuusistoInvestment adviser representativeLaurel Wealth PlanningCRD 6874302
- Maxwell CarlosInvestment adviser representativeLaurel Wealth PlanningCRD 7099822
- Jacqueline Nelson-LaMottInvestment adviser representativeAssured Retirement Financial GroupCRD 7225216
- Jayden ShultzInvestment adviser representativeFlourish Wealth ManagementCRD 7495949
- Felix KopycinskiInvestment adviser representativeLaurel Wealth PlanningCRD 7566251
Joseph FenwickPartner & Wealth ManagerFlourish Wealth ManagementCRD 7804313- Carl PettersonPresident, Chief Executive Officer, and Chief Compliance OfficerVera Lake CapitalCRD 8229573
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.