Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Thornton, CO
Every SEC-registered financial advisor at a firm office in Thornton who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Thornton; the most are at Edward Jones (2). 4 are also registered broker representatives.
CFP advisors in Thornton, A to Z
Every advisor in Thornton →- Sheryl L. ConklinConklin Financial Planning · Certified Financial Planner
- Shawn FauroteEdward Jones · Certified Financial Planner
- Jason K. GockeEdward Jones · Certified Financial Planner
- Stephanie E. GudkaOsaic Institutions, Inc. · Certified Financial Planner
- Nathan LehnerzFoundations Investment Advisors LLC · Certified Financial Planner
- Connor S. McKeeStrategic Advisers LLC · Certified Financial Planner
- Lefteri MelonakisMelonakis Financial · Certified Financial Planner
- Daniel R. SmithAbacus Wealth Partners · Certified Financial Planner
Firms with the most CFP professionals in Thornton
Edward Jones 2Abacus Wealth Partners 1Conklin Financial Planning 1Foundations Investment Advisors LLC 1Melonakis Financial 1Osaic Institutions, Inc. 1Strategic Advisers 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 Thornton, CO?
8 SEC-registered investment adviser representatives at firm offices in Thornton, 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 Thornton?
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.