Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Broomfield, CO
Every SEC-registered financial advisor at a firm office in Broomfield who lists the Certified Financial Planner designation, A to Z.
24 CFP professionals work in Broomfield; the most are at Strategic Advisers LLC (6). 11 are also registered broker representatives.
CFP advisors in Broomfield, A to Z
Every advisor in Broomfield →- Courtney BloomStrategic Advisers LLC · Certified Financial Planner
- Ross BlountLPL Financial LLC · Certified Financial Planner
- Hannah E. BoundySherwood Financial Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
- Thomas H. BrewerStrategic Advisers LLC · Certified Financial Planner
- Joshua D'AgostinoEdward Jones · Certified Financial Planner
- Shane P. DennehyCayden Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Cameron R. DyeWhite Hawk Wealth Management · Certified Financial Planner
- Nicholas ElliottStrategic Advisers LLC · Certified Financial Planner
- Skyler J. GillespieCayden Wealth Management · Certified Financial Planner
- Susan B. HauptStrategic Advisers LLC · Certified Financial Planner
- Adam IngramStrategic Advisers LLC · Certified Financial Planner
- Reid M. JohnsonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Ty W. JohnsonPeak Financial Management, Inc. · Certified Financial Planner
- Preston KendrickStrategic Advisers LLC · Certified Financial Planner
- Michael T. McDaidIntegrated Wealth Concepts LLC · Certified Financial Planner
- James H. MorganJames Morgan Asset Management, LLC · Certified Financial Planner
- David A. NachtweihCultivate Wealth Partners · Certified Financial Planner
- Tom C. NelsonTom C. Nelson, Phd, Cfp(R) Personal Financial Consultant · Certified Financial Planner
- Amy T. NorderEdward Jones · Certified Financial Planner
- Bryan J. SullivanCohesion Wealth Management, LLC · Certified Financial Planner
- Michael P. WettererCharles Schwab & Co., Inc. · Certified Financial Planner
- Jonathan D. WhiteWhite Hawk Wealth Management · Certified Financial Planner
- John A. WilmerGrimes & Company · Certified Financial Planner
- Derek M. WolffWolff Financial Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Broomfield
Strategic Advisers LLC 6Cayden Wealth Management 2Edward Jones 2White Hawk Wealth Management 2Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Cohesion Wealth Management, LLC 1Cultivate Wealth Partners 1Grimes & Company 1Integrated Wealth Concepts LLC 1James Morgan Asset Management, LLC 1LPL Financial LLC 1Peak Financial Management, Inc. 1Sherwood Financial Partners, LLC 1Tom C. Nelson, Phd, Cfp(R) Personal Financial Consultant 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 25Aurora 23Parker 23Loveland 22Westminster 22Arvada 20Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Broomfield, CO?
24 SEC-registered investment adviser representatives at firm offices in Broomfield, Colorado list the CFP designation; Strategic Advisers LLC employs the most of them (6).
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 Broomfield?
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.