Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lone Tree, CO

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

The short answer

124 CFP professionals work in Lone Tree; the most are at Schwab Wealth Advisory, Inc. (77). 116 are also registered broker representatives.

CFP advisors in Lone Tree, A to Z

Every advisor in Lone Tree →

Jason I. AbarSchwab Wealth Advisory, Inc. · Certified Financial Planner
Brandon AkersSchwab Wealth Advisory, Inc. · Certified Financial Planner
Panagiotis AndrianakosSchwab Wealth Advisory, Inc. · Certified Financial Planner
Tracy J. AntonyCharles Schwab & Co., Inc. · Certified Financial Planner
Sylvia I. ArellanoCharles Schwab & Co., Inc. · Certified Financial Planner
Stefan A. AzcarateSchwab Wealth Advisory, Inc. · Certified Financial Planner
Courtney C. BabbSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jeffrey L. BaclawskiSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
Nikko BarelaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Lisanne P. BeardSchwab Wealth Advisory, Inc. · Certified Financial Planner
Sarah T. BeckettCharles Schwab & Co., Inc. · Certified Financial Planner
John F. BeerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Mitchell L. BickmireCharles Schwab & Co., Inc. · Certified Financial Planner
Chase H. BreslawCharles Schwab & Co., Inc. · Certified Financial Planner
Nicholas J. BroetzmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
Cassidy J. ButlerA & I Wealth Management · Certified Financial Planner
Cole D. ButlerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Adam L. CanslerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Judson E. CassA & I Wealth Management · Certified Financial Planner
Mark J. Celusniak Jr.Schwab Wealth Advisory, Inc. · Certified Financial Planner
Christopher ChinnCharles Schwab & Co., Inc. · Certified Financial Planner
Brent D. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
Colten L. CoreySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
Jayme A. CrossSchwab Wealth Advisory, Inc. · Certified Financial Planner
Brian E. CrumeCharles Schwab & Co., Inc. · Certified Financial Planner
Timothy J. CunninghamSchwab Wealth Advisory, Inc. · Certified Financial Planner
Richard H. DavidianSchwab Wealth Advisory, Inc. · Certified Financial Planner
Travis J. DavisSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jill L. DitterGallacher Capital Management, LLC · Certified Financial Planner
Andrew E. DugganCharles Schwab & Co., Inc. · Certified Financial Planner
Mercedez L. DuongSchwab Wealth Advisory, Inc. · Certified Financial Planner
Tanya L. EllingSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kevin R. EnglandTier One Wealth Management · Certified Financial Planner
Jessica M. FaleaoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kyle J. FerrareSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jesus A. Fierro PonceCharles Schwab & Co., Inc. · Certified Financial Planner
Karl F. FrankA & I Wealth Management · Certified Financial Planner
Elizabeth A. GarmatzSchwab Wealth Advisory, Inc. · Certified Financial Planner
Matthew G. GehringSchwab Wealth Advisory, Inc. · Certified Financial Planner
Joseph GibalskiSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jeremy M. GlassSchwab Wealth Advisory, Inc. · Certified Financial Planner
Mary H. HamblinSchwab Wealth Advisory, Inc. · Certified Financial Planner
Margo J. HanschkeSchwab Wealth Advisory, Inc. · Certified Financial Planner
Gabriel S. HanselmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kevin HealySchwab Wealth Advisory, Inc. · Certified Financial Planner
Mason M. HebertSchwab Wealth Advisory, Inc. · Certified Financial Planner
Devin S. HeitmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
Morgan R. HemauerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Ethan M. HervolSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kevin S. HogueSchwab Wealth Advisory, Inc. · Certified Financial Planner
Clayton W. HollowaySchwab Wealth Advisory, Inc. · Certified Financial Planner
Courtney Z. HoltSchwab Wealth Advisory, Inc. · Certified Financial Planner
Meryl D. HootenSchwab Wealth Advisory, Inc. · Certified Financial Planner
David A. HooverSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
Jarret J. JacobusSchwab Wealth Advisory, Inc. · Certified Financial Planner
Michael D. JungmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kenneth D. Keith Jr.Charles Schwab & Co., Inc. · Certified Financial Planner
Grace M. KellySchwab Wealth Advisory, Inc. · Certified Financial Planner
Wesley J. KellyCharles Schwab & Co., Inc. · Certified Financial Planner
Marcus L. King-StocktonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jessica M. KleinSchwab Wealth Advisory, Inc. · Certified Financial Planner
Eric C. LabaySchwab Wealth Advisory, Inc. · Certified Financial Planner
Adam J. LassanskeCharles Schwab & Co., Inc. · Certified Financial Planner
Adam LeatherbySchwab Wealth Advisory, Inc. · Certified Financial Planner
Timothy H. LeggettCharles Schwab & Co., Inc. · Certified Financial Planner
Peter F. LengsfeldA & I Wealth Management · Certified Financial Planner
Danielle M. LichtenbergerCharles Schwab & Co., Inc. · Certified Financial Planner
Susan E. LubeckCaptrust · Certified Financial Planner
Emmanuel MaderaSchwab Wealth Advisory, Inc. · Certified Financial Planner
Robert MainzSchwab Wealth Advisory, Inc. · Certified Financial Planner
James Q. MalmSchwab Wealth Advisory, Inc. · Certified Financial Planner
Quinn B. MarquezA & I Wealth Management · Certified Financial Planner
Ryan A. MartinCharles Schwab & Co., Inc. · Certified Financial Planner
Marla A. MasonA & I Wealth Management · Certified Financial Planner
Michael P. MayerSchwab Wealth Advisory, Inc. · Certified Financial Planner
Sean R. McBrideSchwab Wealth Advisory, Inc. · Certified Financial Planner
Gary McDanielStrategic Advisers LLC · Certified Financial Planner
Grant McGintyCharles Schwab & Co., Inc. · Certified Financial Planner
William J. McMannisSchwab Wealth Advisory, Inc. · Certified Financial Planner
Jeffrey A. MilnerCharles Schwab & Co., Inc. · Certified Financial Planner
Chetana MunnangiSchwab Wealth Advisory, Inc. · Certified Financial Planner
Andrew V. NguyenCharles Schwab & Co., Inc. · Certified Financial Planner
Marcus B. NicholsonCharles Schwab & Co., Inc. · Certified Financial Planner
Carl A. OrnSchwab Wealth Advisory, Inc. · Certified Financial Planner
Michael T. OserowCharles Schwab & Co., Inc. · Certified Financial Planner
George K. PapadimitropoulosSchwab Wealth Advisory, Inc. · Certified Financial Planner
Emily R. PearsonCharles Schwab & Co., Inc. · Certified Financial Planner
John G. PedottoSchwab Wealth Advisory, Inc. · Certified Financial Planner
Gregory D. PerkinSchwab Wealth Advisory, Inc. · Certified Financial Planner
Cory J. RauSchwab Wealth Advisory, Inc. · Certified Financial Planner
Daniel RichardsCharles Schwab & Co., Inc. · Certified Financial Planner
Dale L. RottschaferSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
Travis J. RyanCharles Schwab & Co., Inc. · Certified Financial Planner
Karen K. SalvatoreCaptrust · Certified Financial Planner, Chartered Financial Analyst
Jacqueline M. SansonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Eric B. SaundersSchwab Wealth Advisory, Inc. · Certified Financial Planner
James C. SchlueterCharles Schwab & Co., Inc. · Certified Financial Planner
Stephanie N. ShadelSchwab Wealth Advisory, Inc. · Certified Financial Planner
William A. ShafferCharles Schwab & Co., Inc. · Certified Financial Planner
Agnieszka K. SkolikSchwab Wealth Advisory, Inc. · Certified Financial Planner
Tawnya C. SokolikSchwab Wealth Advisory, Inc. · Certified Financial Planner
Mark E. StamperSchwab Wealth Advisory, Inc. · Certified Financial Planner
Zarina S. StankovSchwab Wealth Advisory, Inc. · Certified Financial Planner
David L. StevensA & I Wealth Management · Certified Financial Planner
Lana M. StewartEdward Jones · Certified Financial Planner
Eric StrubleSchwab Wealth Advisory, Inc. · Certified Financial Planner
Christopher D. Stryker Jr.Charles Schwab & Co., Inc. · Certified Financial Planner
Eric D. SwansonSchwab Wealth Advisory, Inc. · Certified Financial Planner
Katherine E. ThomasSchwab Wealth Advisory, Inc. · Certified Financial Planner
Amel TopicCharles Schwab & Co., Inc. · Certified Financial Planner
Kelly J. Van WinkleSchwab Wealth Advisory, Inc. · Certified Financial Planner
Peter A. Vander PloegCaptrust · Certified Financial Planner
Eric L. VincentSchwab Wealth Advisory, Inc. · Certified Financial Planner
Nathan WankelCharles Schwab & Co., Inc. · Certified Financial Planner
Michael L. WestraCharles Schwab & Co., Inc. · Certified Financial Planner
Michael P. WettererCharles Schwab & Co., Inc. · Certified Financial Planner
Justin T. WhiteCharles Schwab & Co., Inc. · Certified Financial Planner
Andrew W. WiebelhausSchwab Wealth Advisory, Inc. · Certified Financial Planner
Robert N. WilliamsIntegrated Wealth Strategies · Certified Financial Planner
Sarah R. WilliamsonFifth Third Wealth Advisors LLC · Certified Financial Planner
Daniel Y. WolduSchwab Wealth Advisory, Inc. · Certified Financial Planner
Tina YeSchwab Wealth Advisory, Inc. · Certified Financial Planner
Timothy ZabelinSchwab Wealth Advisory, Inc. · Certified Financial Planner
Kevin T. ZieglerSchwab Wealth Advisory, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Lone Tree

Schwab Wealth Advisory, Inc. 77 Charles Schwab & Co., Inc. 31 A & I Wealth Management 7 Captrust 3 Geneos Wealth Management, Inc. 2 Edward Jones 1 Fifth Third Wealth Advisors LLC 1 Gallacher Capital Management, LLC 1 Integrated Wealth Strategies 1 Strategic Advisers LLC 1 Tier One Wealth Management 1

CFP advisors in other Colorado cities

All of Colorado →

Denver 496 Greenwood Village 183 Colorado Springs 165 Boulder 95 Centennial 58 Lakewood 52 Littleton 52 Fort Collins 46 Englewood 44 Highlands Ranch 26 Golden 25 Broomfield 24 Aurora 23 Parker 23 Loveland 22 Westminster 22 Arvada 20 Longmont 20 Louisville 20 Castle Rock 19 Durango 13 Grand Junction 12 Erie 11 Glenwood Springs 9

Questions

How many CFP financial advisors are in Lone Tree, CO?

124 SEC-registered investment adviser representatives at firm offices in Lone Tree, Colorado list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (77).

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 Lone Tree?

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.