Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Peoria, AZ
Every SEC-registered financial advisor at a firm office in Peoria who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Peoria; the most are at LPL Financial LLC (5). 19 are also registered broker representatives.
CFP advisors in Peoria, A to Z
Every advisor in Peoria →- Gregory R. BradstreetFarnam Financial · Certified Financial Planner, Chartered Financial Analyst
- Tyler A. Brilinski Sr.LPL Financial LLC · Certified Financial Planner
- Harry C. CalivasWells Fargo Clearing Services, LLC · Certified Financial Planner
- Gary J. DeardorffOsaic Wealth, Inc. · Certified Financial Planner
- Scarlet R. FilmoreAmeriprise Financial Services, LLC · Certified Financial Planner
- Shane FosterAe Wealth Management, LLC · Certified Financial Planner
- Thomas GerbothAmeriprise Financial Services, LLC · Certified Financial Planner
- Richard M. Groff IIThemoneymd.com, LLC · Certified Financial Planner
- Sherry A. HardinClarus Wealth Advisors, LLC · Certified Financial Planner
- Timothy E. HazeltonPrincipal Securities, Inc. · Certified Financial Planner
- Terry J. HeimesCommonwealth Financial Network · Certified Financial Planner
- Susan M. KoeEp Wealth Advisors · Certified Financial Planner
- Christopher J. KruegerCharles Schwab & Co., Inc. · Certified Financial Planner
- Matthew B. Lowery Sr.Portside Wealth Group, LLC · Certified Financial Planner
- Marius V. MadaUsaa Investment Services Company · Certified Financial Planner
- Christopher J. McDermottCharles Schwab & Co., Inc. · Certified Financial Planner
- Charles W. McGrath Jr.LPL Financial LLC · Certified Financial Planner
- Christopher S. PimpoNorthstar Investment Advisory LLC · Certified Financial Planner, Chartered Financial Consultant
- William L. RitmanEdward Jones · Certified Financial Planner
- Dino M. RochaEdward Jones · Certified Financial Planner
- Nora A. RodriguezEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jacob J. SpaethCharles Schwab & Co., Inc. · Certified Financial Planner
- Marcin UrbanowiczLPL Financial LLC · Certified Financial Planner
- David A. VidaureFisher Investments · Certified Financial Planner
- Robert S. WadeLPL Financial LLC · Certified Financial Planner
- Tyler A. ZavalaLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Peoria
LPL Financial LLC 5Charles Schwab & Co., Inc. 3Edward Jones 3Ameriprise Financial Services, LLC 2Ae Wealth Management, LLC 1Clarus Wealth Advisors, LLC 1Commonwealth Financial Network 1Ep Wealth Advisors 1Farnam Financial 1Fisher Investments 1Northstar Investment Advisory LLC 1Osaic Wealth, Inc. 1Portside Wealth Group, LLC 1Principal Securities, Inc. 1Themoneymd.com, LLC 1
CFP advisors in other Arizona cities
All of Arizona →Scottsdale 548Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Prescott 19Glendale 18Flagstaff 15Oro Valley 8Surprise 8Cave Creek 6Fountain Hills 6Goodyear 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4Green Valley 3
Questions
How many CFP financial advisors are in Peoria, AZ?
26 SEC-registered investment adviser representatives at firm offices in Peoria, Arizona list the CFP designation; LPL Financial LLC employs the most of them (5).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Peoria?
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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.