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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Steamboat Springs, CO

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

The short answer

6 CFP professionals work in Steamboat Springs; the most are at Edward Jones (2). 4 are also registered broker representatives.

CFP advisors in Steamboat Springs, A to Z

Every advisor in Steamboat Springs →
  • Harold W. KirschnerCallahan Capital Management · Certified Financial Planner
  • Jessica A. KoppeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • David W. LambEdward Jones · Certified Financial Planner
  • Daniel C. LovettLovett Investment Consulting LLC · Certified Financial Planner
  • John D. PougialesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Matthew M. RichedaRockefeller Capital Management · Certified Financial Planner

Firms with the most CFP professionals in Steamboat Springs

Edward Jones 2Callahan Capital Management 1Lovett Investment Consulting LLC 1Raymond James Financial Services Advisors, Inc. 1Rockefeller Capital Management 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 Steamboat Springs, CO?

6 SEC-registered investment adviser representatives at firm offices in Steamboat Springs, 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 Steamboat Springs?

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.