Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Highlands Ranch, CO
Every SEC-registered financial advisor at a firm office in Highlands Ranch who lists the Certified Financial Planner designation, A to Z.
26 CFP professionals work in Highlands Ranch; the most are at Mariner (3). 12 are also registered broker representatives.
CFP advisors in Highlands Ranch, A to Z
Every advisor in Highlands Ranch →- Michael R. AbbottSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard L. ArgotsingerOsaic Wealth, Inc. · Certified Financial Planner
- Douglas A. BarkerMariner · Certified Financial Planner
- Thomas A. BurkCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jason S. DohrmanCreative Planning · Certified Financial Planner
- Jacob D. DubosePivot Planning, LLC · Certified Financial Planner
- B. K. DvorchakDvorchak & Associates · Certified Financial Planner
- Scott ElwellStrategic Advisers LLC · Certified Financial Planner
- Steven T. ErfmanJ.P. Morgan Securities LLC · Certified Financial Planner
- Thomas D. LittleYeti Wealth Management Group, LLC · Certified Financial Planner
- Jesse R. MaggioMariner · Certified Financial Planner
- Steven P. MargulinFinancial Gravity Family Office Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- J Craig McIlroyLPL Financial LLC · Certified Financial Planner
- William W. Meyers Jr.Lord And Richards · Certified Financial Planner
- Brooke N. MillerMariner · Certified Financial Planner
- Gabriel J. MonaghanStrategic Advisers LLC · Certified Financial Planner
- Erik NiemeierEdward Jones · Certified Financial Planner
- Eric B. RoselRosel Wealth Management, LLC · Certified Financial Planner
- Peyton L. SimmonsModern Wealth Management, LLC · Certified Financial Planner
- Paul F. StaibStaib Financial Planning, LLC · Certified Financial Planner
- John M. SullivanStrategic Advisers LLC · Certified Financial Planner
- Thorn C. SvendsenNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert R. Typher Jr.Alphamint Financial · Certified Financial Planner
- Andrew T. WagnerQuotient Wealth Partners, LLC · Certified Financial Planner
- Damian D. WalshAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew T. WhitcombCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Highlands Ranch
Mariner 3Strategic Advisers LLC 3Cambridge Investment Research Advisors, Inc. 2Alphamint Financial 1Ameriprise Financial Services, LLC 1Creative Planning 1Dvorchak & Associates 1Edward Jones 1Financial Gravity Family Office Services, LLC 1J.P. Morgan Securities LLC 1LPL Financial LLC 1Lord And Richards 1Modern Wealth Management, LLC 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Lakewood 52Littleton 52Fort Collins 46Englewood 44Golden 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 Highlands Ranch, CO?
26 SEC-registered investment adviser representatives at firm offices in Highlands Ranch, Colorado list the CFP designation; Mariner 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 Highlands Ranch?
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.