Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Montrose, CO
Every SEC-registered financial advisor at a firm office in Montrose who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Montrose; the most are at Edward Jones (2). 4 are also registered broker representatives.
CFP advisors in Montrose, A to Z
Every advisor in Montrose →- Jaimee L. CarnesElderado Financial, Inc. · Certified Financial Planner
- Scott R. FrazerLPL Financial LLC · Certified Financial Planner
- Amy L. GreinerKingsview Wealth Management, LLC · Certified Financial Planner
- Nadin LenzEdward Jones · Certified Financial Planner
- Jeri D. MatticsEdward Jones · Certified Financial Planner
- Adam J. MillerElderado Financial, Inc. · Certified Financial Planner
- Michael J. MurphyCimarron Wealth Management, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Montrose
Edward Jones 2Elderado Financial, Inc. 2Cimarron Wealth Management, Inc. 1Kingsview Wealth Management, LLC 1LPL Financial 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 Montrose, CO?
7 SEC-registered investment adviser representatives at firm offices in Montrose, Colorado list the CFP designation; Edward Jones employs the most of them (2).
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 Montrose?
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.