Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Colorado Springs, CO
Every SEC-registered financial advisor at a firm office in Colorado Springs who lists the Certified Financial Planner designation, A to Z.
The short answer
165 CFP professionals work in Colorado Springs; the most are at T. Rowe Price Advisory Services, Inc. (18). 103 are also registered broker representatives.
CFP advisors in Colorado Springs, A to Z
Every advisor in Colorado Springs →- Russell B. AdelmannAdelmann Financial, Inc. · Certified Financial Planner
- William B. AdelmannAdelmann Financial, Inc. · Certified Financial Planner
- John E. AndersonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Nathan M. ArchuletaSummit Wealth Group · Certified Financial Planner
- Erik J. AspelinWaverly Advisors, LLC · Certified Financial Planner
- Susan D. AuerRfg Advisory, LLC · Certified Financial Planner
- Matthew M. BaartsT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- John G. BaldassariMorgan Stanley · Certified Financial Planner
- Erik BaskinBaskin Financial Planning · Certified Financial Planner
- Steven P. BegleyStrategic Advisers LLC · Certified Financial Planner
- Christopher P. BelcherT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Dustin L. BenchAltus Wealth Group, LLC · Certified Financial Planner
- Donald J. BillingsCharles Schwab & Co., Inc. · Certified Financial Planner
- Paul D. BishopExceptional Wealth & Family Office · Certified Financial Planner
- Ronda D. BlakeT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Anthony C. BlauertLPL Financial LLC · Certified Financial Planner
- Kyle M. BoucherPcm Encore, LLC · Certified Financial Planner
- Brian J. BoudreauRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Alan BridgesFirst Command Advisory Services · Certified Financial Planner
- Jerrad C. BridgmonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Elizabeth BruerSmith Bruer · Certified Financial Planner
- Michael A. BushCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Craig E. CarnickFocus Partners Wealth, LLC · Certified Financial Planner
- John F. CarrAusdal Financial Partners, Inc. · Certified Financial Planner
- Paul CarriereCarriere Financial Planning LLC · Certified Financial Planner
- Richard L. CarrollIntentional Wealth Strategies · Certified Financial Planner
- David G. ChattertonT. Rowe Price Associates, Inc. · Certified Financial Planner
- Leon J. ColafrancescoSeamount Financial Group Inc. · Certified Financial Planner
- Brian C. ColvertBonfire Financial, LLC · Certified Financial Planner
- Michael R. ComstockSummit Wealth Group · Certified Financial Planner
- Kim L. CowdellAusdal Financial Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Amy W. CrispinoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jason CunninghamEdward Jones · Certified Financial Planner
- Christopher J. DavisBrightwork Wealth Management, LLC · Certified Financial Planner
- Dakota B. DaySummit Wealth Group · Certified Financial Planner
- Jared M. De JongT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Michael J. DidionLPL Financial LLC · Certified Financial Planner
- Peter T. DillonUnited Wealth Management, LLC · Certified Financial Planner
- Jeffry DinkelEdward Jones · Certified Financial Planner
- Michael R. DionneT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Douglas J. DirksenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Christopher R. DorsettSeamount Financial Group Inc. · Certified Financial Planner
- Kevin C. DunbaughEdward Jones · Certified Financial Planner
- Charles B. DunnIntergy Private Wealth, LLC · Certified Financial Planner
- Barry K. EckhardtEdward Jones · Certified Financial Planner
- Robert J. EngelAusdal Financial Partners, Inc. · Certified Financial Planner
- Chase R. EricksonSummit Wealth Group · Certified Financial Planner
- Clayton H. ErnstEdelman Financial Engines · Certified Financial Planner
- Drew FaloonTrailblazer Wealth Management · Certified Financial Planner
- Holly FloresWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jonathan S. ForbesPetra Financial Advisors Inc. · Certified Financial Planner
- Penny D. FrankConcurrent Investment Advisors, LLC · Certified Financial Planner
- Edward J. FrellyLPL Financial LLC · Certified Financial Planner
- Michael C. FritzscheUsaa Investment Services Company · Certified Financial Planner
- Gavin M. GanzkowBest Life Infinity, LLC · Certified Financial Planner
- Christine L. GarciaSummit Wealth Group · Certified Financial Planner
- George R. GayFirst Affirmative Financial Network LLC · Certified Financial Planner
- Huckleberry GibsonAlphacore Capital LLC · Certified Financial Planner
- James E. GraciaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nigel E. GrantEdward Jones · Certified Financial Planner
- Glenn T. GroshLPL Financial LLC · Certified Financial Planner
- Michael D. GuilliattAusdal Financial Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dwain GumpGump And McHugh Asset Management · Certified Financial Planner
- Randy L. HalfpopRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Douglas S. HardySummit Wealth Group · Certified Financial Planner
- Ryan H. HarrisSanctuary Advisors, LLC · Certified Financial Planner
- Raymond E. HartRfg Advisory, LLC · Certified Financial Planner
- Bradley S. HarveyHightower Advisors, LLC · Certified Financial Planner
- James F. HarveyIntegrity First Financial Planning LLC · Certified Financial Planner
- Ross W. HaycockSummit Wealth Group · Certified Financial Planner
- Patrick T. HealySeamount Financial Group Inc. · Certified Financial Planner
- Jennifer K. HernandezPetra Financial Advisors Inc. · Certified Financial Planner
- Douglas K. HoldenFirst Light Financial · Certified Financial Planner
- Scott J. HoneaT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Chad H. HyllestedSpc · Certified Financial Planner
- Jill E. IsbellHightower Advisors, LLC · Certified Financial Planner
- Eric C. JacksonBest Life Infinity, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Edwin A. JaneczekAltus Wealth Group, LLC · Certified Financial Planner
- Joel JeffsonStrategic Advisers LLC · Certified Financial Planner
- Seth D. JensenCetera Investment Advisers LLC · Certified Financial Planner
- Boni JiangWells Fargo Clearing Services, LLC · Certified Financial Planner
- Charles E. JohnsonT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Lacey JordanSummit Wealth Group · Certified Financial Planner, Chartered Financial Consultant
- Ryan L. KaczmarekEnvoy Advisory Inc. · Certified Financial Planner
- Troy C. KimballRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven J. KingKing Financial Planning & Management, LLC · Certified Financial Planner
- Sean LaceyWaverly Advisors, LLC · Certified Financial Planner
- Bruce A. LarsenOsaic Wealth, Inc. · Certified Financial Planner
- Dennis A. LefevreCetera Investment Advisers LLC · Certified Financial Planner
- Linda Y. LeitzPeace Of Mind Financial Planning, Inc. · Certified Financial Planner
- Rob LewisStrategic Advisers LLC · Certified Financial Planner
- Tiago X. LimaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher D. LongIntentional Wealth Strategies · Certified Financial Planner, Chartered Financial Analyst
- Benjamin W. LythgoeT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Matthew MachaEveroak Wealth Co. · Certified Financial Planner
- Jeffrey MaciejewskiEdward Jones · Certified Financial Planner
- Charles H. Maher Jr.Osaic Advisory Services, LLC · Certified Financial Planner
- Lisa A. MalickPetra Financial Advisors Inc. · Certified Financial Planner
- Neil J. MarksCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Derek J. Martin56 Capital Partners, Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Timothy C. MasonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John C. McCloskeyAshton Thomas Private Wealth · Certified Financial Planner
- Christine L. McHughGump And McHugh Asset Management · Certified Financial Planner
- Daniel L. McLane Jr.T. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Aaron M. McLaughlinSeamount Financial Group Inc. · Certified Financial Planner
- Nancy P. MercadoAltus Wealth Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert G. MilmoreFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
- Stephen R. MoorePartners Capital Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Travis M. MooreAusdal Financial Partners, Inc. · Certified Financial Planner
- Craig P. MorganColmina, LLC · Certified Financial Planner
- Charles R. MorrisSummit Wealth Group · Certified Financial Planner, Chartered Financial Consultant
- Timothy J. NewellEnvoy Advisory Inc. · Certified Financial Planner
- Weston K. NielsenStrategic Advisers LLC · Certified Financial Planner
- Hayden R. NolderT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Shaun M. ObryantEdward Jones · Certified Financial Planner
- Shawn M. ParkTransamerica Retirement Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Danielle R. Parris-ExlinePeace Of Mind Financial Planning, Inc. · Certified Financial Planner
- Kevin A. PattersonCommonwealth Financial Network · Certified Financial Planner
- Mark R. PerraultIntergy Private Wealth, LLC · Certified Financial Planner
- John P. PfaffmannPetra Financial Advisors Inc. · Certified Financial Planner
- Kelli A. PhiferEdward Jones · Certified Financial Planner
- Brady A. PittRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Danielle M. PlumbStrategic Advisers LLC · Certified Financial Planner
- Matthew A. PowellSavvy · Certified Financial Planner, Chartered Financial Consultant
- Ellen J. PowersPartners Capital Management, Inc. · Certified Financial Planner
- Benjamin A. PrensnerT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Darrell ReaganT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Ryan S. ReeseT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Nicolas A. RodriguezRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Karla RossLPL Financial LLC · Certified Financial Planner
- Jason J. RunungSummit Wealth Group · Certified Financial Planner
- Nichole RuthExceptional Wealth & Family Office · Certified Financial Planner
- Andrew J. SchultzRaymond James & Associates, Inc. · Certified Financial Planner
- Marc A. SchulzOsaic Wealth, Inc. · Certified Financial Planner
- Christopher S. ScottCetera Investment Advisers LLC · Certified Financial Planner
- Ekaterina S. ScottT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Tara N. SeegersExceptional Wealth & Family Office · Certified Financial Planner
- Robert J. SikorskiLPL Financial LLC · Certified Financial Planner
- David M. Smith Sr.Ausdal Financial Partners, Inc. · Certified Financial Planner
- Samantha J. SmithCaptrust · Certified Financial Planner
- Todd S. SmithLifeworks Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Wayne E. SprengerCetera Investment Advisers LLC · Certified Financial Planner
- Ryan E. StarlingLPL Financial LLC · Certified Financial Planner
- David L. SteinbergT. Rowe Price Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Eric StevensT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Jennifer L. SuessT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Kevin P. SullivanSullivan & Associates · Certified Financial Planner
- Daniel F. TafoyaVanguard Advisers, Inc. · Certified Financial Planner
- Kimberly S. TerryFirst Affirmative Financial Network LLC · Certified Financial Planner
- James M. ThomasOsaic Wealth, Inc. · Certified Financial Planner
- Donald P. ThorntonKestra Advisory Services, LLC · Certified Financial Planner
- Trevor D. TillettStrategic Advisers LLC · Certified Financial Planner
- Molly K. TjadenT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Steven E. TorgersonEdward Jones · Certified Financial Planner
- William D. Van KeulenFocus Partners Wealth, LLC · Certified Financial Planner, Personal Financial Specialist
- Joshua D. Van WagenenCharles Schwab & Co., Inc. · Certified Financial Planner
- Earl F. Vaughn IIIAdvenire Wealth Management · Certified Financial Planner
- Randy J. WardEveroak Wealth Co. · Certified Financial Planner
- Timothy S. WatsonEveroak Wealth Co. · Certified Financial Planner
- Brandon WillertEdward Jones · Certified Financial Planner
- Christine L. WilsonRose Pine Financial · Certified Financial Planner, Chartered Financial Consultant
- Clayton D. WorthingtonEdward Jones · Certified Financial Planner
- Robert G. WrubelCascade Investment Group, Inc. · Certified Financial Planner
- Jane M. YoungMore Than Your Money, Inc. · Certified Financial Planner
- Nathan A. ZandtStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Colorado Springs
T. Rowe Price Advisory Services, Inc. 18Edward Jones 11Raymond James Financial Services Advisors, Inc. 11Summit Wealth Group 11Cetera Investment Advisers LLC 7LPL Financial LLC 7Strategic Advisers LLC 7Ausdal Financial Partners, Inc. 6Petra Financial Advisors Inc. 4Seamount Financial Group Inc. 4Altus Wealth Group, LLC 3Everoak Wealth Co. 3Exceptional Wealth & Family Office 3Osaic Wealth, Inc. 3Wells Fargo Clearing Services, LLC 3
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Lone Tree 127Boulder 95Centennial 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 Colorado Springs, CO?
165 SEC-registered investment adviser representatives at firm offices in Colorado Springs, Colorado list the CFP designation; T. Rowe Price Advisory Services, Inc. employs the most of them (18).
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 Colorado Springs?
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.