Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fort Collins, CO
Every SEC-registered financial advisor at a firm office in Fort Collins who lists the Certified Financial Planner designation, A to Z.
46 CFP professionals work in Fort Collins; the most are at Cambridge Investment Research Advisors, Inc. (6). 21 are also registered broker representatives.
CFP advisors in Fort Collins, A to Z
Every advisor in Fort Collins →- Peter M. AhrensMission Wealth Management, LP · Certified Financial Planner
- Lindsay BatezelOn Investment Management Co. · Certified Financial Planner
- Daniel F. BaumgoldCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Alixandra T. BeamanRBC Capital Markets, LLC · Certified Financial Planner
- Sunit BhallaOaktree Financial Planning, LLC · Certified Financial Planner
- Matthew B. BierwirthLiving Room Wealth Management · Certified Financial Planner
- Aubrey B. ColemanOn Investment Management Co. · Certified Financial Planner
- Dennis E. CollinsMercer Global Advisors Inc. · Certified Financial Planner
- Kenneth D. ConnallySummit Financial, LLC · Certified Financial Planner
- Brian J. CreenciaEdward Jones · Certified Financial Planner
- Sigrid A. DaugaardCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Justin G. DavisAscentis Independent Advisors, LLC · Certified Financial Planner
- Melissa M. DixonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David O. DobbinsMercer Global Advisors Inc. · Certified Financial Planner
- Donald O. DorityNarrow Path Financial Inc. · Certified Financial Planner, Personal Financial Specialist
- Jared DullOtium Wealth Management · Certified Financial Planner
- Tamira D. EberhardtCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David I. EssayUnited Capital Financial Advisors · Certified Financial Planner
- James E. FanningLPL Financial LLC · Certified Financial Planner
- Adam FowlerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Benjamin J. GoldsmithWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael W. GrayAe Wealth Management, LLC · Certified Financial Planner
- Chase C. GrundyBalanced Wealth Partners LLC · Certified Financial Planner
- Robert S. HamiltonIntegrity Investment Advisors · Certified Financial Planner
- Valerie R. HarrisStrategic Advisers LLC · Certified Financial Planner
- Lisa M. LynnAmeriprise Financial Services, LLC · Certified Financial Planner
- Stephen W. MartinPurposeful Financial And Legacy Planning · Certified Financial Planner
- Quinn M. McElweeUnited Capital Financial Advisors · Certified Financial Planner
- Jacob MillerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Casey L. MorrisCapstone Pacific Investment Strategies · Certified Financial Planner
- Regina M. NeenanFpfoco · Certified Financial Planner
- Mitchal D. O'HareCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Bryce B. PeaseCapstone Pacific Investment Strategies · Certified Financial Planner, Chartered Financial Consultant
- Arik K. PetersonNectarine · Certified Financial Planner
- Jeffrey A. RittnerCentaurus Financial, Inc. · Certified Financial Planner
- Kyle S. ScottKyle S. Scott Financial Planning, Inc. · Certified Financial Planner
- Jennifer C. ShermanTrail Ridge Investment Advisors, LLC · Certified Financial Planner
- Jason S. SpecinerFpfoco · Certified Financial Planner
- Christopher W. SteinJim Saulnier & Associates, LLC · Certified Financial Planner
- Ryan C. StoutTheory Financial · Certified Financial Planner
- Michael P. TarantinoLPL Financial LLC · Certified Financial Planner
- Jason C. TaylorTaylors Financial · Certified Financial Planner
- Colton J. TurnerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jack A. WeisenbachUnited Capital Financial Advisors · Certified Financial Planner
- Stephen L. WestMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sara J. ZuckermanReset Financial Planning LLC · Certified Financial Planner
Firms with the most CFP professionals in Fort Collins
Cambridge Investment Research Advisors, Inc. 6Mercer Global Advisors Inc. 3United Capital Financial Advisors 3Capstone Pacific Investment Strategies 2Fpfoco 2LPL Financial LLC 2On Investment Management Co. 2Ae Wealth Management, LLC 1Ameriprise Financial Services, LLC 1Ascentis Independent Advisors, LLC 1Balanced Wealth Partners LLC 1Centaurus Financial, Inc. 1Edward Jones 1Integrity Investment Advisors 1Jim Saulnier & Associates, LLC 1
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Lakewood 52Littleton 52Englewood 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 Fort Collins, CO?
46 SEC-registered investment adviser representatives at firm offices in Fort Collins, Colorado list the CFP designation; Cambridge Investment Research Advisors, Inc. employs the most of them (6).
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 Fort Collins?
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.