Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEI

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Southington, CT

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

The short answer

4 CFP professionals work in Southington; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

CFP advisors in Southington, A to Z

Every advisor in Southington →
  • Adrian A. AndreottaOsaic Institutions, Inc. · Certified Financial Planner
  • Julie BeauchampWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
  • Marc A. DynderAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Vincent C. Feijoo Jr.Commonwealth Financial Network · Certified Financial Planner

Firms with the most CFP professionals in Southington

Ameriprise Financial Services, LLC 1Commonwealth Financial Network 1Osaic Institutions, Inc. 1Wells Fargo Advisors Financial Network, LLC 1

CFP advisors in other Connecticut cities

All of Connecticut →

Stamford 112West Hartford 85Glastonbury 70Farmington 59Shelton 48Fairfield 39Westport 38Greenwich 29Cheshire 21New Haven 21Madison 20Avon 19Essex 17Guilford 16Darien 15Mystic 15Hartford 14North Haven 14Milford 13Ridgefield 12Danbury 11Southbury 11Wethersfield 11Southport 10

Questions

How many CFP financial advisors are in Southington, CT?

4 SEC-registered investment adviser representatives at firm offices in Southington, Connecticut list the CFP designation; Ameriprise Financial Services, 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 Southington?

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.