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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Englewood, CO

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

44 CFP professionals work in Englewood; the most are at Mariner (7). 22 are also registered broker representatives.

CFP advisors in Englewood, A to Z

Every advisor in Englewood →

Firms with the most CFP professionals in Englewood

Mariner 7The Ameriflex Group 4Geneos Wealth Management, Inc. 3Rigden Capital Strategies 3Ameriprise Financial Services, LLC 2Cetera Investment Advisers LLC 2Cwm, LLC 2LPL Enterprise, LLC 2Raymond James Financial Services Advisors, Inc. 2Ridgegate Advisors, LLC 2Schaefer Financial Management, Inc. 2Blue Heron Capital 1Blue Sky Asset Management, LLC 1Edward Jones 1Essential Investment Partners, LLC 1

CFP advisors in other Colorado cities

All of Colorado →

Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Lakewood 52Littleton 52Fort Collins 46Highlands 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 Englewood, CO?

44 SEC-registered investment adviser representatives at firm offices in Englewood, Colorado list the CFP designation; Mariner employs the most of them (7).

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 Englewood?

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.