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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Dever, CO

Every SEC-registered financial advisor at a firm office in Dever who lists the Certified Financial Planner designation, A to Z.

The short answer

1 CFP advisor work in Dever; the most are at Moneta Group Investment Advisors, LLC (1). 0 are also registered broker representatives.

CFP advisors in Dever, A to Z

Every advisor in Dever →
  • Erin L. HadaryMoneta Group Investment Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Dever

Moneta Group Investment Advisors, LLC 1

CFP advisors in other Colorado cities

All of Colorado →

Denver 518Greenwood Village 181Colorado Springs 165Lone Tree 124Boulder 91Littleton 58Centennial 54Lakewood 52Fort Collins 45Englewood 43Highlands Ranch 26Parker 26Westminster 25Aurora 24Loveland 23Broomfield 22Castle Rock 22Golden 22Arvada 20Longmont 20Louisville 19Grand Junction 14Erie 13Durango 12

Questions

How many CFP financial advisors are in Dever, CO?

1 SEC-registered investment adviser representatives at firm offices in Dever, Colorado list the CFP designation; Moneta Group Investment Advisors, LLC employs the most of them (1).

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 Dever?

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.