Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westminster, CO
Every SEC-registered financial advisor at a firm office in Westminster who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Westminster; the most are at Townsend (6). 14 are also registered broker representatives.
CFP advisors in Westminster, A to Z
Every advisor in Westminster →- Adam A. AllgaierMountain Capital Investment Advisors Inc. · Certified Financial Planner
- Jonathan D. AmickTownsend · Certified Financial Planner
- Matthew BaityWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Kaitlin E. BellTownsend · Certified Financial Planner
- Tiffany A. BrownTownsend · Certified Financial Planner
- Steven K. CarlisleTownsend · Certified Financial Planner
- Narvel I. CasasMountain Capital Investment Advisors Inc. · Certified Financial Planner
- Scott ConwayTownsend · Certified Financial Planner
- Richard C. HarrisonTownsend · Certified Financial Planner
- Adrian HoveyClear Capital Management LP · Certified Financial Planner
- James R. JacobsonEdward Jones · Certified Financial Planner
- Thomas J. JenningsKeen Capital, LLC · Certified Financial Planner
- Ian LettowStrategic Advisers LLC · Certified Financial Planner
- Alexander J. LissCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Bryant R. MalloyFacet · Certified Financial Planner
- Kevin J. McNabAce Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Claire H. MorkEdelman Financial Engines · Certified Financial Planner
- Charles E. Prather IVWealthplan Partners · Certified Financial Planner
- Laura A. SaundersOsaic Institutions, Inc. · Certified Financial Planner
- Matthew G. SimmonsEdward Jones · Certified Financial Planner
- John R. StruncMountain Capital Investment Advisors Inc. · Certified Financial Planner
- Dana L. WozniakEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Westminster
Townsend 6Edward Jones 3Mountain Capital Investment Advisors Inc. 3Ace Wealth Partners, LLC 1Cetera Investment Advisers LLC 1Clear Capital Management LP 1Edelman Financial Engines 1Facet 1Keen Capital, LLC 1Osaic Institutions, Inc. 1Strategic Advisers LLC 1Wealth Enhancement Advisory Services, LLC 1Wealthplan Partners 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 22Arvada 20Longmont 20Louisville 20Castle Rock 19Durango 13Grand Junction 12Erie 11Glenwood Springs 9
Questions
How many CFP financial advisors are in Westminster, CO?
22 SEC-registered investment adviser representatives at firm offices in Westminster, Colorado list the CFP designation; Townsend employs the most of them (6).
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 Westminster?
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.