Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Grand Junction, CO

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

12 CFP professionals work in Grand Junction; the most are at Cambridge Investment Research Advisors, Inc. (3). 9 are also registered broker representatives.

CFP advisors in Grand Junction, A to Z

Every advisor in Grand Junction →
  • Rae H. BeckBright Road Wealth Management, LLC · Certified Financial Planner
  • Zachary P. BryantRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • John T. ConnollyConnolly Financial Group · Certified Financial Planner
  • Erick FieldEdward Jones · Certified Financial Planner
  • Daniel A. FunderburkCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Jeffrey M. FunderburkCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • David B. HuttonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • William A. JohnsonEdward Jones · Certified Financial Planner
  • Richard A. KellerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Roy W. NessCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Justin T. ReedLPL Financial LLC · Certified Financial Planner
  • Aaron R. TiceDelphi Wealth Partners · Certified Financial Planner

Firms with the most CFP professionals in Grand Junction

Cambridge Investment Research Advisors, Inc. 3Raymond James Financial Services Advisors, Inc. 3Edward Jones 2Bright Road Wealth Management, LLC 1Connolly Financial Group 1Delphi Wealth Partners 1LPL Financial 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 13Erie 11Glenwood Springs 9

Questions

How many CFP financial advisors are in Grand Junction, CO?

12 SEC-registered investment adviser representatives at firm offices in Grand Junction, Colorado list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Grand Junction?

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.