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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Overland Park, KS

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

83 CFA charterholders work in Overland Park; the most are at Creative Planning (19). 6 are also registered broker representatives.

CFA advisors in Overland Park, A to Z

Every advisor in Overland Park →

Firms with the most CFA charterholders in Overland Park

Creative Planning 19Mariner 9Onedigital 5Captrust 4Fci Advisors 4Prime Capital Financial 4Tortoise Capital Advisors, L.L.C. 3Umb Private Wealth Management, LLC 3Dean Capital Management 2Lexaurum Advisors 2Novadius Wealth Management 2Providence Financial Advisors, LLC 2Alts Eval, LLC 1Arvest Wealth Management 1Beyond Wealth 1

CFA advisors in other Kansas cities

All of Kansas →

Leawood 22Wichita 8Mission 6Prairie Village 6Lenexa 5

Questions

How many CFA financial advisors are in Overland Park, KS?

83 SEC-registered investment adviser representatives at firm offices in Overland Park, Kansas list the CFA designation; Creative Planning employs the most of them (19).

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 Overland Park?

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.