Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Boulder, CO
Every SEC-registered financial advisor at a firm office in Boulder who lists the Certified Financial Planner designation, A to Z.
95 CFP professionals work in Boulder; the most are at LPL Financial LLC (10). 38 are also registered broker representatives.
CFP advisors in Boulder, A to Z
Every advisor in Boulder →- John Andersen-KirtlandWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jennifer M. BahamMai Capital Management, LLC · Certified Financial Planner
- Jorin G. BaleLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Douglas A. BehnfieldMorgan Stanley · Certified Financial Planner
- Lily J. Beitel-HortonBsw Wealth Partners · Certified Financial Planner
- Daniel M. BereckFinancial Consulting Associates · Certified Financial Planner
- Jason G. BlackColorado Capital Management · Certified Financial Planner
- Grady W. BolesLPL Financial LLC · Certified Financial Planner
- Aaron M. BongardEdward Jones · Certified Financial Planner
- Diedre W. BravermanBraverman Wealth Advisors, LLC · Certified Financial Planner
- Charles A. BreuchMercer Global Advisors Inc. · Certified Financial Planner
- Jimmy D. BurtonBusiness Financial Strategies, Ltd. · Certified Financial Planner
- Tami C. CarrollBsw Wealth Partners · Certified Financial Planner
- Dennis E. ChannerCornerstone Investment Advisors, LLC · Certified Financial Planner
- Laura A. CombsMercer Global Advisors Inc. · Certified Financial Planner
- Peter C. ContinoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Lisa A. CowanWelch Financial Planning, LLC · Certified Financial Planner
- Luke R. DanielLido · Certified Financial Planner
- David DarmourCornerstone Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Maxwell DeoreoPNC Wealth Management LLC · Certified Financial Planner
- Samantha EdigerMorgan Stanley · Certified Financial Planner
- Susan EinbergerMutual Advantage, LLC · Certified Financial Planner
- Charles P. FaulhaberLido · Certified Financial Planner, Chartered Financial Consultant
- Elliot D. ForsythWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Elyse D. FosterMai Capital Management, LLC · Certified Financial Planner
- Drew B. FrankWedmont Private Capital · Certified Financial Planner
- Edward J. Frederick IIIJ.P. Morgan Securities LLC · Certified Financial Planner
- Andrew J. FriedmanAjf Capital Management, Inc. · Certified Financial Planner
- David E. GardnerEntree Wealth LLC · Certified Financial Planner
- Steven S. GoodellEndeavor Private Wealth, Inc. · Certified Financial Planner
- William GordonStrategic Advisers LLC · Certified Financial Planner
- Nicki L. GreenLido · Certified Financial Planner
- Michael W. HakeBoulder Wealth Advisors, LLC · Certified Financial Planner
- Scott R. HerrmannLPL Financial LLC · Certified Financial Planner
- Christopher D. HillLPL Financial LLC · Certified Financial Planner
- Melissa R. HoyerThe Wealth Conservancy, Inc. · Certified Financial Planner
- Travis E. HughesDownshift Financial · Certified Financial Planner
- Stephen F. JacobsonMercer Global Advisors Inc. · Certified Financial Planner
- Matthew J. KelleyGold Medal Waters, Inc. · Certified Financial Planner
- Edward H. KorthJ.P. Morgan Securities LLC · Certified Financial Planner
- Daniel A. LampeJ.P. Morgan Securities LLC · Certified Financial Planner
- Todd N. LeborSnowball Wealth Management · Certified Financial Planner
- Edwin S. LiangDownshift Financial · Certified Financial Planner
- Brian R. LichtenheldBsw Wealth Partners · Certified Financial Planner
- Peter C. LockeInsight, Corp. · Certified Financial Planner
- Alana M. MacyCwm, LLC · Certified Financial Planner
- Gerald L. MarrinerCetera Investment Advisers LLC · Certified Financial Planner
- Julie D. MartinezBsw Wealth Partners · Certified Financial Planner
- Matthew MatticeRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David G. McMillanCaledonia Wealth Management, Ltd. · Certified Financial Planner
- Megan F. MillerMai Capital Management, LLC · Certified Financial Planner
- Richard N. MowerLPL Financial LLC · Certified Financial Planner
- Christopher S. MurphyMercer Global Advisors Inc. · Certified Financial Planner
- Steven J. NadingOutbound Financial · Certified Financial Planner
- Amy L. NoelCwm, LLC · Certified Financial Planner
- Tina L. OttersbergTo Wealth, LLC · Certified Financial Planner
- Sarah K. PhamMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Renee E. PichetteMercer Global Advisors Inc. · Certified Financial Planner
- Robert J. PyleMission Wealth Management, LP · Certified Financial Planner, Chartered Financial Analyst
- Jennifer D. QuireWrenne Financial Planning LLC · Certified Financial Planner
- Mariah S. QuishSequoia Financial Group, L.L.C. · Certified Financial Planner
- Christopher R. RaftaryRaymond James & Associates, Inc. · Certified Financial Planner
- David E. RicheyWestern Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Clayton H. RiddellWells Fargo Clearing Services, LLC · Certified Financial Planner
- Raliegh D. RiddochBsw Wealth Partners · Certified Financial Planner
- Derrick W. RobinsonRobinson Capital Management LLC · Certified Financial Planner
- Kirsten E. RoeberSilverpeak Wealth Advisors · Certified Financial Planner
- Myra L. SalzerThe Wealth Conservancy, Inc. · Certified Financial Planner
- Nathan P. SamekRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Patrick L. SealLPL Financial LLC · Certified Financial Planner
- Shawn B. SmithRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Sidney P. SmithLPL Financial LLC · Certified Financial Planner
- Marion P. StewardLPL Financial LLC · Certified Financial Planner
- Ronald R. StonerCapstone Wealth Management Group, Inc. · Certified Financial Planner
- David StrandAmeriprise Financial Services, LLC · Certified Financial Planner
- Steven A. SzafranskiBsw Wealth Partners · Certified Financial Planner
- Ali M. TernanOsaic Wealth, Inc. · Certified Financial Planner
- David K. ThorneStratos Wealth Partners, Ltd. · Certified Financial Planner
- Michael P. TracyPrincipium Investments LLC · Certified Financial Planner
- Vernon L. TrexlerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Matthew A. VeenkerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Benjamin R. WeaverBsw Wealth Partners · Certified Financial Planner
- Marcel H. WehrCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Dan WeinbergerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Richard E. WeintraubLPL Financial LLC · Certified Financial Planner
- Evan B. WelchCwm, LLC · Certified Financial Planner
- Tron D. WelchWelch Financial Planning, LLC · Certified Financial Planner
- Zoe E. WhitmoreAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew A. WilesPathstone · Certified Financial Planner
- Heather A. WilliamsLPL Financial LLC · Certified Financial Planner
- Matthew R. WilsonAusdal Financial Partners, Inc. · Certified Financial Planner
- Timothy R. WojtalikBsw Wealth Partners · Certified Financial Planner
- Lindy M. YoshidaBsw Wealth Partners · Certified Financial Planner
- Steven J. ZakeljFlatirons Wealth Management · Certified Financial Planner
- Robert D. ZimbergFinancial Mountain Inc. · Certified Financial Planner
Firms with the most CFP professionals in Boulder
LPL Financial LLC 10Bsw Wealth Partners 9Mercer Global Advisors Inc. 6Sequoia Financial Group, L.L.C. 5Wells Fargo Clearing Services, LLC 4Cwm, LLC 3Financial Steward Associates, LLC 3J.P. Morgan Securities LLC 3Lido 3Mai Capital Management, LLC 3Ameriprise Financial Services, LLC 2Cornerstone Investment Advisors, LLC 2Downshift Financial 2Morgan Stanley 2Raymond James & Associates, Inc. 2
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Centennial 58Lakewood 52Littleton 52Fort Collins 46Englewood 44Highlands Ranch 26Golden 25Broomfield 24Aurora 23Parker 23Loveland 22Westminster 22Arvada 20Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Boulder, CO?
95 SEC-registered investment adviser representatives at firm offices in Boulder, Colorado list the CFP designation; LPL Financial LLC employs the most of them (10).
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 Boulder?
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.