Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Castle Rock, CO
Every SEC-registered financial advisor at a firm office in Castle Rock who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Castle Rock; the most are at Crusonia Wealth Advisors LLC (2). 10 are also registered broker representatives.
CFP advisors in Castle Rock, A to Z
Every advisor in Castle Rock →- Britton AllisonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David E. BaysingerCrusonia Wealth Advisors LLC · Certified Financial Planner
- Karine R. BeardClarus Wealth Advisors, LLC · Certified Financial Planner
- Roger J. Buswell Jr.Buswell Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Shane B. CallahanFuture Capital Management Inc. · Certified Financial Planner
- Jake R. DigregorioLPL Financial LLC · Certified Financial Planner
- Kelly M. ElsensohnCrusonia Wealth Advisors LLC · Certified Financial Planner
- Justin E. GantVoya Retirement Advisors, LLC · Certified Financial Planner
- Stefan JacksonJackson Wealth Management, LLC · Certified Financial Planner
- Kyle D. KuesSnowcap Financial · Certified Financial Planner
- Valerie A. PateSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Alec J. QuaidMercer Global Advisors Inc. · Certified Financial Planner
- James W. Rand IIIJ.P. Morgan Securities LLC · Certified Financial Planner
- Beth A. RichardsonKestra Advisory Services, LLC · Certified Financial Planner
- Lauren M. RichardsonKestra Advisory Services, LLC · Certified Financial Planner
- Michael RiedmullerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Roy M. StraubLPL Financial LLC · Certified Financial Planner
- Corey J. WiederholtTrailpoint Financial Planning · Certified Financial Planner
- Madison E. WoodhamEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Castle Rock
Crusonia Wealth Advisors LLC 2Edward Jones 2Kestra Advisory Services, LLC 2LPL Financial LLC 2Buswell Associates, Inc. 1Clarus Wealth Advisors, LLC 1Future Capital Management Inc. 1J.P. Morgan Securities LLC 1Jackson Wealth Management, LLC 1Mercer Global Advisors Inc. 1Raymond James Financial Services Advisors, Inc. 1Schwab Wealth Advisory, Inc. 1Snowcap Financial 1Trailpoint Financial Planning 1Voya Retirement Advisors, LLC 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 22Arvada 20Longmont 20Louisville 20Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Castle Rock, CO?
19 SEC-registered investment adviser representatives at firm offices in Castle Rock, Colorado list the CFP designation; Crusonia Wealth Advisors LLC employs the most of them (2).
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 Castle Rock?
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.