Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lakewood, CO
Every SEC-registered financial advisor at a firm office in Lakewood who lists the Certified Financial Planner designation, A to Z.
The short answer
52 CFP professionals work in Lakewood; the most are at Edward Jones (6). 32 are also registered broker representatives.
CFP advisors in Lakewood, A to Z
Every advisor in Lakewood →- Fred M. Apodaca IIIKestra Advisory Services, LLC · Certified Financial Planner
- Jeffrey M. BauerValic Financial Advisors, Inc. · Certified Financial Planner
- Larry R. BlairKestra Advisory Services, LLC · Certified Financial Planner
- Isabella S. BrightCetera Investment Advisers LLC · Certified Financial Planner
- Joshua BurnleyStrategic Advisers LLC · Certified Financial Planner
- Alexander G. CameronLegacy Wealth Partners, LLC · Certified Financial Planner
- Tanner L. CameronLegacy Wealth Partners, LLC · Certified Financial Planner
- Niccolo D. CocoOsaic Wealth, Inc. · Certified Financial Planner
- Richard P. CostnerGeneos Wealth Management, Inc. · Certified Financial Planner
- Brandon DeckardQ3 Advisors, LLC · Certified Financial Planner
- Christopher M. DeshanoLPL Financial LLC · Certified Financial Planner
- Ryan DowMattern Capital Management, LLC · Certified Financial Planner
- Rex C. EmeryLegacy Wealth Partners, LLC · Certified Financial Planner
- Matthew G. FahrneyArbor Investment Management · Certified Financial Planner
- Blake FinlaysonStrategic Advisers LLC · Certified Financial Planner
- Tyler J. FreemanLPL Financial LLC · Certified Financial Planner
- Riley GovanMattern Capital Management, LLC · Certified Financial Planner
- Barbara J. GrantWells Fargo Clearing Services, LLC · Certified Financial Planner
- Gregory S. HallEdward Jones · Certified Financial Planner
- Darin J. HammerschmidtLPL Financial LLC · Certified Financial Planner
- Mark E. HauschildValic Financial Advisors, Inc. · Certified Financial Planner
- Jo-Ann E. HolstRoyal Fund Management, LLC · Certified Financial Planner
- Christopher KrugerEdward Jones · Certified Financial Planner
- Derek J. LandisNormandy Capital Management, LLC · Certified Financial Planner
- James A. MayoIronfjord Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Guy MillerEdward Jones · Certified Financial Planner
- Grant E. MitchelmoreLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
- Keith E. NicholsonCetera Investment Advisers LLC · Certified Financial Planner
- Matthew D. NimrickAdvisors Capital Management, LLC · Certified Financial Planner
- James D. OsborneBason Asset Management · Certified Financial Planner
- Charles D. PartheymullerNormandy Capital Management, LLC · Certified Financial Planner
- Deanna PickmanEdward Jones · Certified Financial Planner
- Devonee L. QuinnCreative Planning · Certified Financial Planner
- Sharla D. RountreeKestra Advisory Services, LLC · Certified Financial Planner
- Timothy P. ScaturroCetera Investment Advisers LLC · Certified Financial Planner
- Brett S. SchmitStrategic Advisers LLC · Certified Financial Planner
- Neil SchraffenbergerStrategic Advisers LLC · Certified Financial Planner
- Kenneth R. Senour IIILegacy Wealth Partners, LLC · Certified Financial Planner
- Jenna E. ShortEdward Jones · Certified Financial Planner
- Brendon SmithMattern Capital Management, LLC · Certified Financial Planner
- Dede M. SmolenInnovative Financial, LLC · Certified Financial Planner
- Colette H. SnyderRoyal Fund Management, LLC · Certified Financial Planner
- Sharon StarkeyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Hannah B. SteendamEllevest · Certified Financial Planner
- Tanner S. TerryStrategic Advisers LLC · Certified Financial Planner
- Rex S. ThatcherLPL Financial LLC · Certified Financial Planner
- Jeremy J. TulejaEdward Jones · Certified Financial Planner
- Nestor M. VargasAlignpoint Wealth · Certified Financial Planner
- Jeff J. WarrenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael A. WilliamsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Marcia L. WooleyMML Investors Services, LLC · Certified Financial Planner
- David M. YoungUBS Financial Services Inc. · Certified Financial Planner
Firms with the most CFP professionals in Lakewood
Edward Jones 6LPL Financial LLC 5Strategic Advisers LLC 5Legacy Wealth Partners, LLC 4Cetera Investment Advisers LLC 3Kestra Advisory Services, LLC 3Mattern Capital Management, LLC 3Wells Fargo Clearing Services, LLC 3Normandy Capital Management, LLC 2Royal Fund Management, LLC 2Valic Financial Advisors, Inc. 2Advisors Capital Management, LLC 1Alignpoint Wealth 1Arbor Investment Management 1Bason Asset Management 1
CFP advisors in other Colorado cities
All of Colorado →Denver 496Greenwood Village 183Colorado Springs 165Lone Tree 127Boulder 95Centennial 58Littleton 52Fort Collins 46Englewood 44Highlands Ranch 26Golden 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 Lakewood, CO?
52 SEC-registered investment adviser representatives at firm offices in Lakewood, Colorado list the CFP designation; Edward Jones employs the most of them (6).
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 Lakewood?
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.