Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Edwards, CO

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

4 CFP professionals work in Edwards; the most are at Western Wealth Management LLC (3). 4 are also registered broker representatives.

CFP advisors in Edwards, A to Z

Every advisor in Edwards →

Stuart J. GreenWestern Wealth Management LLC · Certified Financial Planner
Kathryn A. LizotteWestern Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
Michelle L. MartinezRise Up Planning, LLC · Certified Financial Planner
Tracy R. TutagWestern Wealth Management LLC · Certified Financial Planner

Firms with the most CFP professionals in Edwards

Western Wealth Management LLC 3 Rise Up Planning, LLC 1

CFP advisors in other Colorado cities

All of Colorado →

Denver 496 Greenwood Village 183 Colorado Springs 165 Lone Tree 127 Boulder 95 Centennial 58 Lakewood 52 Littleton 52 Fort Collins 46 Englewood 44 Highlands Ranch 26 Golden 25 Broomfield 24 Aurora 23 Parker 23 Loveland 22 Westminster 22 Arvada 20 Longmont 20 Louisville 20 Castle Rock 19 Durango 13 Grand Junction 12 Erie 11

Questions

How many CFP financial advisors are in Edwards, CO?

4 SEC-registered investment adviser representatives at firm offices in Edwards, Colorado list the CFP designation; Western Wealth Management LLC employs the most of them (3).

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 Edwards?

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.