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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Golden, CO

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

25 CFP professionals work in Golden; the most are at Western Wealth Management LLC (8). 10 are also registered broker representatives.

CFP advisors in Golden, A to Z

Every advisor in Golden →
  • Yizeth F. AlmemarTrailwise Financial Partners, LLC · Certified Financial Planner
  • Gregory BealWestern Wealth Management LLC · Certified Financial Planner
  • Emily K. BiehlerTrailwise Financial Partners, LLC · Certified Financial Planner
  • Christopher P. BruhlWestern Wealth Management LLC · Certified Financial Planner
  • Nathan BurkeSyntegra Private Wealth Group LLC · Certified Financial Planner
  • Thomas A. BurkeSyntegra Private Wealth Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kurt D. CambierCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Schuyler C. CaytonSnowden Capital Advisors LLC · Certified Financial Planner
  • Matthew A. CichockiWestern Wealth Management LLC · Certified Financial Planner
  • John J. GlasmanGilpin Wealth Management LLC · Certified Financial Planner, Chartered Financial Analyst
  • Dallas M. GrabowLPL Financial LLC · Certified Financial Planner
  • Adam W. HallWestern Wealth Management LLC · Certified Financial Planner
  • David A. HendersonWestern Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric R. HotchkissEdward Jones · Certified Financial Planner
  • Mark S. JohnsonWestern Wealth Management LLC · Certified Financial Planner
  • Courtney G. KenningDestiny Capital Corporation · Certified Financial Planner
  • Maggie M. KirchhoffWestern Wealth Management LLC · Certified Financial Planner
  • Davis A. LindenEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Anthony K. McEahernGilpin Wealth Management LLC · Certified Financial Planner
  • James M. OlsonWestern Wealth Management LLC · Certified Financial Planner
  • Peter J. PittmanAspen Leaf Wealth Management, Pbc · Certified Financial Planner
  • Matthew J. RillosFull Financial Inc. · Certified Financial Planner
  • Pamela A. RodriguezIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas M. RoseTrailwise Financial Partners, LLC · Certified Financial Planner
  • Nicholas J. SkorskiCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Golden

Western Wealth Management LLC 8Trailwise Financial Partners, LLC 3Edward Jones 2Gilpin Wealth Management LLC 2Syntegra Private Wealth Group LLC 2Aspen Leaf Wealth Management, Pbc 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Destiny Capital Corporation 1Full Financial Inc. 1Integrated Wealth Concepts LLC 1LPL Financial LLC 1Snowden Capital Advisors 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 26Broomfield 24Aurora 23Parker 23Loveland 22Westminster 22Arvada 20Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9

Questions

How many CFP financial advisors are in Golden, CO?

25 SEC-registered investment adviser representatives at firm offices in Golden, Colorado list the CFP designation; Western Wealth Management LLC employs the most of them (8).

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 Golden?

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.