Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Longmont, CO
Every SEC-registered financial advisor at a firm office in Longmont who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Longmont; the most are at Edward Jones (7). 16 are also registered broker representatives.
CFP advisors in Longmont, A to Z
Every advisor in Longmont →- Bradley A. AtkinsonEdward Jones · Certified Financial Planner
- Elizabeth A. BleidtEdward Jones · Certified Financial Planner
- Patrick E. DowlinLPL Financial LLC · Certified Financial Planner
- Billy J. FunderburkLPL Financial LLC · Certified Financial Planner
- Sarah S. GerberMomentum Financial Planning LLC · Certified Financial Planner
- Luke GrayEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Joshua J. HattigConsolidated Portfolio Review Corp. · Certified Financial Planner
- Ronald N. LarsenOsaic Wealth, Inc. · Certified Financial Planner
- Ryan L. MasonIndependent Advisor Alliance, LLC · Certified Financial Planner
- John F. McLeanEdward Jones · Certified Financial Planner
- Samuel J. NappBoulder Financial Planning Company · Certified Financial Planner
- David L. RiffelRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Adam RobinsonSevenwealth LLC · Certified Financial Planner
- Michael RoseEdward Jones · Certified Financial Planner
- Joel D. RotheLPL Financial LLC · Certified Financial Planner
- Tracy A. RotheLPL Financial LLC · Certified Financial Planner
- Samantha E. Schreiber-ReedEdward Jones · Certified Financial Planner
- Billy N. StoneEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Regan M. TurnerGlobal Retirement Partners LLC · Certified Financial Planner
- Daniel M. YergerMy Wealth Planners · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Longmont
Edward Jones 7LPL Financial LLC 4Boulder Financial Planning Company 1Consolidated Portfolio Review Corp. 1Global Retirement Partners LLC 1Independent Advisor Alliance, LLC 1Momentum Financial Planning LLC 1My Wealth Planners 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1Sevenwealth 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 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Longmont, CO?
20 SEC-registered investment adviser representatives at firm offices in Longmont, Colorado list the CFP designation; Edward Jones employs the most of them (7).
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 Longmont?
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.