Find a CFP® Professional

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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Contact

Ranstrom Financial Planning

808 3rd Ave S.
Ste 420
Fargo, ND 58103-1865
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(701) 293-5789

Compensation Method: Commission and Fee
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Planning, Tax Planning

Contact

AXA Advisors, LLC

4145 53rd St S
Fargo, ND 58104-4207
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(701) 282-2828

Compensation Method: Commission Only
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management

Contact

Thrivent Financial for Lutherans

2300 Library Circle
Grand Forks, ND 58201-6328
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(701) 746-8319

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning, Insurance Planning, Long-Term Care, Retirement Income Management, Retirement Planning

Contact

First International Bank & Trust

1350 13th Ave E
West Fargo, ND 58078-3346
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(701) 281-2700

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Planning, Retirement Planning

Contact

Morgan Stanley Wealth Management

3105 S Washington St
Grand Forks, ND 58201-6715
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(701) 795-7682

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Long-Term Care, Mortgages

Contact

Financial Strategies Group, In

1220 28th Ave N
Fargo, ND 58102-1348
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(701) 234-0103

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

American Federal Investments/INVEST Financial Corporation

215 5th St N
Fargo, ND 58102-4867
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(701) 297-4874

Compensation Method: Salary
Minimum Investable Assets: $15,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, General Financial Planning, Retirement Income Management, Retirement Planning

Contact

Williams & Parsons Financial S

2537 University Drive S
Fargo, ND 58103
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(701) 280-2100

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues

Contact

Gate City Bank Financial Planning

500 2nd Ave N
PO Box 2847
Fargo, ND 58102-4864
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(701) 298-2868

Compensation Method: Salary
Minimum Investable Assets: $5,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning

Contact

Ameriprise Financial Services, Inc.

1245 Lawler Ave
Grafton, ND 58237-1762
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(701) 352-1217

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Securities America, Inc.

2331 Tyler Pkwy Ste 6
Bismarck, ND 58503-0871
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(701) 223-9084

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Retirement Income Management

Contact

Light Financial Services

1220 Main Ave
Ste 225
Fargo, ND 58103-8201
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(701) 356-5106

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact

Northwestern Mutual Wealth Management Company

2601 12th Ave S Ste 2
Fargo, ND 58103-2313
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(701) 893-3707

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care

Contact

Elkhorn Financial

26 2nd St NW
PO Box 74
Kenmare, ND 58746-7114
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(701) 385-4585

Compensation Method: Fee Only
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Thrivent Financial

600 S 2nd St Ste 155
Bismarck, ND 58504-5729
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(701) 250-7220

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Retirement Income Management

Contact

Thrivent Financial for Lutherans

1111 Westrac Dr S
Suite 100
Fargo, ND 58103-2384
View on Map
(701) 478-7141

Compensation Method: Commission and Fee
Minimum Investable Assets: $200,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Estate Planning, Retirement Planning, Wealth Management

Contact

Investment Centers of America

320 N 4th St
Bismarck, ND 58501-4021
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(701) 255-6832

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Wealth Management

Contact

Ameriprise Financial

505 E Main Ave Ste 100
Bismarck, ND 58501-4435
View on Map
(701) 258-9735

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Ameriprise Finanacial

505 E Main Ave Ste 100
Bismarck, ND 58501-4435
View on Map
(701) 258-9735

Compensation Method: Salary
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact

Schwartz Investment Mgmt Co

232 1st Ave E
Dickinson, ND 58601-5207
View on Map
(701) 483-3800

Compensation Method: Fee Only
Minimum Investable Assets: $30,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

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