Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Erie, CO
Every SEC-registered financial advisor at a firm office in Erie who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Erie; the most are at Edward Jones (5). 7 are also registered broker representatives.
CFP advisors in Erie, A to Z
Every advisor in Erie →- Joseph A. Bocci IIIRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Emmett Fehlau-BartonSharper Image Financial Services, LLC · Certified Financial Planner
- Raquel S. HinmanHinman Financial Planning, Inc. · Certified Financial Planner
- Christopher KadowakiCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Tony J. LiskaEdward Jones · Certified Financial Planner
- Serban C. MaracineEdward Jones · Certified Financial Planner
- Christopher MartinEdward Jones · Certified Financial Planner
- Julie A. MartinezEdward Jones · Certified Financial Planner
- Meaghan K. SpiegelAllspring Funds Management, LLC · Certified Financial Planner
- Beth E. StenzEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Ian J. WymoreCompound Planning, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Erie
Edward Jones 5Allspring Funds Management, LLC 1Cetera Investment Advisers LLC 1Cetera Planning Partners 1Compound Planning, Inc. 1Genera Wealth 1Hinman Financial Planning, Inc. 1Raymond James Financial Services Advisors, Inc. 1Sharper Image Financial Services, 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 20Castle Rock 19Durango 13Grand Junction 12Glenwood Springs 9
Questions
How many CFP financial advisors are in Erie, CO?
11 SEC-registered investment adviser representatives at firm offices in Erie, Colorado list the CFP designation; Edward Jones employs the most of them (5).
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 Erie?
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.