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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Clive, IA

Every SEC-registered financial advisor at a firm office in Clive who lists the Chartered Financial Analyst designation, A to Z.

4 CFA charterholders work in Clive; the most are at Paladin Wealth Partners (2). 0 are also registered broker representatives.

CFA advisors in Clive, A to Z

Every advisor in Clive →

Firms with the most CFA charterholders in Clive

Paladin Wealth Partners 2Acadia Legacy Group 1Woodlands Capital Management, LLC 1

CFA advisors in other Iowa cities

All of Iowa →

West Des Moines 19Des Moines 13Urbandale 8Bettendorf 3Dubuque 3

Questions

How many CFA financial advisors are in Clive, IA?

4 SEC-registered investment adviser representatives at firm offices in Clive, Iowa list the CFA designation; Paladin Wealth Partners employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Clive?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.