Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Aurora, CO
Every SEC-registered financial advisor at a firm office in Aurora who lists the Certified Financial Planner designation, A to Z.
The short answer
24 CFP professionals work in Aurora; the most are at LPL Financial LLC (3). 14 are also registered broker representatives.
CFP advisors in Aurora, A to Z
Every advisor in Aurora →- Matthew M. ChedidMc Financial Management, Inc. · Certified Financial Planner
- Darwin E. DekruifKestra Advisory Services, LLC · Certified Financial Planner
- Mark E. DietzCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Brandon FischerStride Tax And Wealth Advisors, LLC · Certified Financial Planner
- Ryan P. KaszyckiCreative Planning · Certified Financial Planner
- John W. Lerew IIILPL Financial LLC · Certified Financial Planner
- Ronald C. LottridgeKestra Advisory Services, LLC · Certified Financial Planner
- Nubia V. MadridEdward Jones · Certified Financial Planner
- Parker A. MaxwellSavvy · Certified Financial Planner
- Brian McKinneyCollective Wealth Partners, LLC · Certified Financial Planner
- Paul D. McLemoreAusdal Financial Partners, Inc. · Certified Financial Planner
- Amy E. MelanderOnedigital · Certified Financial Planner
- Caroline PiehlCetera Investment Advisers LLC · Certified Financial Planner
- Glenn K. RoseLPL Financial LLC · Certified Financial Planner
- Timothy A. SampleSample Financial Solutions, LLC · Certified Financial Planner
- Nicholas J. SchneiderForty North Wealth · Certified Financial Planner
- David R. SeuferTriad Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jessica L. StarkloffCharles Schwab & Co., Inc. · Certified Financial Planner
- Craig A. StavelyTrinity Wealth · Certified Financial Planner, Chartered Financial Consultant
- Daniel SubyStrategic Advisers LLC · Certified Financial Planner
- Nathan SumnerLPL Financial LLC · Certified Financial Planner
- James R. ToftEdward Jones · Certified Financial Planner
- Samuel L. TorrezCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Nicole A. TrakimasPrincipal Securities, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Aurora
LPL Financial LLC 3Cambridge Investment Research Advisors, Inc. 2Edward Jones 2Kestra Advisory Services, LLC 2Ausdal Financial Partners, Inc. 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Collective Wealth Partners, LLC 1Creative Planning 1Forty North Wealth 1Mc Financial Management, Inc. 1Onedigital 1Principal Securities, Inc. 1Sample Financial Solutions, LLC 1Savvy 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 24Parker 23Loveland 22Westminster 22Arvada 20Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Aurora, CO?
24 SEC-registered investment adviser representatives at firm offices in Aurora, Colorado list the CFP designation; LPL Financial LLC 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 Aurora?
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.