Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Madison, CT
Every SEC-registered financial advisor at a firm office in Madison who lists the Certified Financial Planner designation, A to Z.
19 CFP professionals work in Madison; the most are at Principle Wealth (7). 9 are also registered broker representatives.
CFP advisors in Madison, A to Z
Every advisor in Madison →- Craig A. BernardLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan P. CassidyStrategic Advisers LLC · Certified Financial Planner
- Kimberly Z. ChorneyLPL Financial LLC · Certified Financial Planner
- Andrew J. CialekPrinciple Wealth · Certified Financial Planner, Chartered Financial Consultant
- Colin M. DuganPrinciple Wealth · Certified Financial Planner
- Ryan S. FamigliettiPrinciple Wealth · Certified Financial Planner
- Gregory J. GuidoneEast Guilford Financial Services LLC · Certified Financial Planner
- John P. HanniganPrinciple Wealth · Certified Financial Planner
- Harold H. Hartmann Jr.LPL Financial LLC · Certified Financial Planner
- Justin S. HowardHoward Wealth Management, LLC · Certified Financial Planner
- Joshua R. OuellettePrinciple Wealth · Certified Financial Planner
- Bette Lynn PaezWarner Wealth · Certified Financial Planner, Chartered Financial Consultant
- Robert S. PaolucciPrinciple Wealth · Certified Financial Planner
- Alice L. ReitzLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric A. TashleinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Robert A. Van OstenbridgeNewedge Advisors · Certified Financial Planner
- James A. WarnerWarner Wealth · Certified Financial Planner
- Robyn M. WolcottWarner Wealth · Certified Financial Planner
- Glenn S. ZavorskasPrinciple Wealth · Certified Financial Planner
Firms with the most CFP professionals in Madison
Principle Wealth 7LPL Financial LLC 4Warner Wealth 3Cambridge Investment Research Advisors, Inc. 1East Guilford Financial Services LLC 1Howard Wealth Management, LLC 1Newedge Advisors 1Strategic Advisers LLC 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8Wethersfield 8
Questions
How many CFP financial advisors are in Madison, CT?
19 SEC-registered investment adviser representatives at firm offices in Madison, Connecticut list the CFP designation; Principle Wealth employs the most of them (7).
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 Madison?
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.