Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Bloomfield, CT

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

3 CFP professionals work in Bloomfield; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.

CFP advisors in Bloomfield, A to Z

Every advisor in Bloomfield →

Kristina W. OswaldCetera Investment Advisers LLC · Certified Financial Planner
Richard A. QuirionCommonwealth Financial Network · Certified Financial Planner
Daniel RichardsonEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Bloomfield

Cetera Investment Advisers LLC 1 Commonwealth Financial Network 1 Edward Jones 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 103 West Hartford 79 Glastonbury 67 Farmington 58 Shelton 39 Fairfield 37 Westport 37 Greenwich 26 New Haven 20 Madison 19 Cheshire 18 Avon 17 Hartford 14 Mystic 14 Essex 13 Guilford 13 Darien 12 Milford 12 North Haven 12 Ridgefield 12 Danbury 11 Southbury 11 Norwalk 8 Southport 8

Questions

How many CFP financial advisors are in Bloomfield, CT?

3 SEC-registered investment adviser representatives at firm offices in Bloomfield, Connecticut list the CFP designation; Cetera Investment Advisers LLC employs the most of them (1).

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 Bloomfield?

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.