Reported as registered
LIFEPLAN FINANCIAL, LLC
CRD 136981 · SEC 801-131454
MANKATO, MN
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
293 sourced firms · query 63 ms
Reported as registered
LOCORR FUND MANAGEMENT, LLC
CRD 156247 · SEC 801-72130
EXCELSIOR, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
LOGAN PARK WEALTH MANAGEMENT
CRD 299007 · SEC 801-114689
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MAIRS & POWER
CRD 110351 · SEC 801-2731
ST. PAUL, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MANN FINANCIAL GROUP
CRD 297878 · SEC 801-114944
DETROIT LAKES, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679 · SEC 801-69685
MINNETONKA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MARQUETTE WEALTH MANAGEMENT
CRD 282482 · SEC 801-107122
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MCGINTY ROAD PARTNERS, LP
CRD 290390 · SEC 801-114459
MINNETONKA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
CRD 168771 · SEC 801-116812
CHANHASSEN, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MERCED CAPITAL, L.P.
CRD 137228 · SEC 801-65966
MINNETONKA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MHS ADVISORY SERVICES, LLC
CRD 174590 · SEC 801-80877
MAPLE GROVE, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
CRD 285427 · SEC 801-121539
NEW PRAGUE, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MIDWEST FINANCIAL PARTNERS
CRD 173790 · SEC 801-80667
ST. CLOUD, MN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MILL CITY CAPITAL, L.P.
CRD 162652 · SEC 802-127437
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MINDFUL ASSET PLANNING
CRD 113965 · SEC 801-80606
APPLE VALLEY, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963 · SEC 801-62669
WAYZATA, MN
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
MISSISSIPPI RIVER CAPITAL LLC
CRD 299691 · SEC 802-114668
MINNEAPOLIS, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716 · SEC 801-120971
MONTEVIDEO, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MODUS ADVISORS, LLC
CRD 291204 · SEC 801-112534
EXCELSIOR, MN
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973 · SEC 801-57329
EDEN PRAIRIE, MN
Source release August 3, 2026 · retrieved August 18, 2026