Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lafayette, CO
Every SEC-registered financial advisor at a firm office in Lafayette who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Lafayette; the most are at Edward Jones (3). 3 are also registered broker representatives.
CFP advisors in Lafayette, A to Z
Every advisor in Lafayette →- Colin CunninghamEdward Jones · Certified Financial Planner
- Dwight C. DettloffWinding Trail Financial Planning, LLC · Certified Financial Planner, Personal Financial Specialist
- Aditi B. KapadiaWealth Iq · Certified Financial Planner, Chartered Financial Analyst
- Abigail A. KovachAbby Kovach Financial Planning, LLC · Certified Financial Planner
- Michael S. LunsfordLunsford Financial Planning, Inc. · Certified Financial Planner
- Jennifer W. MusicEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Stephen J. Thomson Jr.Edward Jones · Certified Financial Planner
Firms with the most CFP professionals in Lafayette
Edward Jones 3Abby Kovach Financial Planning, LLC 1Lunsford Financial Planning, Inc. 1Wealth Iq 1Winding Trail Financial Planning, 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 Lafayette, CO?
7 SEC-registered investment adviser representatives at firm offices in Lafayette, Colorado list the CFP designation; Edward Jones 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 Lafayette?
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.