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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Gunnison, CO

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

3 CFP professionals work in Gunnison; the most are at Cimarron Wealth Management, Inc. (2). 3 are also registered broker representatives.

CFP advisors in Gunnison, A to Z

Every advisor in Gunnison →
  • Todd HeastyCimarron Wealth Management, Inc. · Certified Financial Planner
  • Kyle A. KyburzCimarron Wealth Management, Inc. · Certified Financial Planner
  • Norman J. SavinWells Fargo Advisors Financial Network, LLC · Certified Financial Planner

Firms with the most CFP professionals in Gunnison

Cimarron Wealth Management, Inc. 2Wells Fargo Advisors Financial Network, 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 12Erie 11

Questions

How many CFP financial advisors are in Gunnison, CO?

3 SEC-registered investment adviser representatives at firm offices in Gunnison, Colorado list the CFP designation; Cimarron Wealth Management, Inc. employs the most of them (2).

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 Gunnison?

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.