Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Arvada, CO
Every SEC-registered financial advisor at a firm office in Arvada who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Arvada; the most are at Edward Jones (3). 10 are also registered broker representatives.
CFP advisors in Arvada, A to Z
Every advisor in Arvada →- Christopher M. BergtholdCaptrust · Certified Financial Planner
- Joseph W. BradyRock Financial Planning · Certified Financial Planner
- Michael A. CountrymanEdward Jones · Certified Financial Planner
- Carol N. EddyMoney Concepts Capital Corp. · Certified Financial Planner
- John L. FreemireBriardale Wealth LLC · Certified Financial Planner
- Victor T. GuettleinBlueprint Financial Services · Certified Financial Planner
- Benjamin HewittEdward Jones · Certified Financial Planner
- Michael R. HunterRetire Right Planning, LLC · Certified Financial Planner
- Timothy D. JensenOsaic Wealth, Inc. · Certified Financial Planner
- Amy K. KingLPL Financial LLC · Certified Financial Planner
- Kalem J. MackeyProsperity Capital Advisors · Certified Financial Planner
- Stephanie C. McElhenyAspen Wealth Strategies, LLC · Certified Financial Planner
- Michael H. McMillanStrategic Advisers LLC · Certified Financial Planner
- Julia A. MessineoMercer Global Advisors Inc. · Certified Financial Planner
- Dwight StewardEdward Jones · Certified Financial Planner
- Daniel R. ValenzuelaLPL Financial LLC · Certified Financial Planner
- Perry J. VasquezVascorp Wealth Advisors · Certified Financial Planner
- Jennefer L. WalshWalsh Financial Solutions, LLC · Certified Financial Planner
- Craig G. WearQ3 Advisors, LLC · Certified Financial Planner
- Brian S. WhatleyLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Arvada
Edward Jones 3LPL Financial LLC 3Aspen Wealth Strategies, LLC 1Blueprint Financial Services 1Briardale Wealth LLC 1Captrust 1Mercer Global Advisors Inc. 1Money Concepts Capital Corp. 1Osaic Wealth, Inc. 1Prosperity Capital Advisors 1Q3 Advisors, LLC 1Retire Right Planning, LLC 1Rock Financial Planning 1Strategic Advisers LLC 1Vascorp Wealth Advisors 1
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Lakewood 52Littleton 52Fort Collins 46Englewood 44Highlands Ranch 26Golden 25Broomfield 24Aurora 23Parker 23Loveland 22Westminster 22Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Arvada, CO?
20 SEC-registered investment adviser representatives at firm offices in Arvada, Colorado list the CFP designation; Edward Jones employs the most of them (3).
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 Arvada?
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.