AW

Anthony Workman, CFS®, CAS®, CFP®, CSA

Member in Good Standing
Financial Advisor
Mankato, MN
CFS® CAS®
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About Anthony

Tony has been in the financial services business since the mid 1980's. He is a Certified Financial Planner CFP(R), Certified Fund Specialist CFS(R) and Certified Senior Advisor. He has authoried several financial articles and co-authored "Protecting Your Wealth in Retirement". Tony's speciality is working with retirees and pre-retirees on their investments, IRA's, 401k rollovers, and overall retirement issues. Tony is a Registered Representative of Harbour Investments, Inc. an independent Broker/Dealer.

Please visit his website at www.WorkmanRetirement.com to learn more, or call his assistant Jackie to setup a free review at (507) 625-4133 or (800) 326-5576. Let us show you how we can guide you in your investments and retirement dreams! 

Education

Associate's degree

Licenses

Series 6
Series 63
Series 65

Other Credentials

CFP® CSA

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Interested in earning an IBF designation? Explore all programs

Contact Anthony

Mankato, MN
Email

At a Glance

IBF Designations 2
Member Since 2001
Other Credentials 2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
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IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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