Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Wethersfield, CT
Every SEC-registered financial advisor at a firm office in Wethersfield who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Wethersfield; the most are at Johnson Brunetti (3). 5 are also registered broker representatives.
CFP advisors in Wethersfield, A to Z
Every advisor in Wethersfield →- Nicholas J. ColantuonoJohnson Brunetti · Certified Financial Planner
- R P. GrenierLPL Financial LLC · Certified Financial Planner
- Jared HillMML Investors Services, LLC · Certified Financial Planner
- Eric F. HogarthJohnson Brunetti · Certified Financial Planner
- Joel M. JohnsonJohnson Brunetti · Certified Financial Planner
- Mary E. McKoneHammond Iles Wealth Advisors · Certified Financial Planner
- Robert H. PascaleEdward Jones · Certified Financial Planner
- David R. PrimozichSovereign Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Wethersfield
Johnson Brunetti 3Edward Jones 1Hammond Iles Wealth Advisors 1LPL Financial LLC 1MML Investors Services, LLC 1Sovereign Financial Group, Inc. 1
CFP advisors in other Connecticut cities
All of Connecticut →Stamford 103West Hartford 79Glastonbury 67Farmington 58Shelton 39Fairfield 37Westport 37Greenwich 26New Haven 20Madison 19Cheshire 18Avon 17Hartford 14Mystic 14Essex 13Guilford 13Darien 12Milford 12North Haven 12Ridgefield 12Danbury 11Southbury 11Norwalk 8Southport 8
Questions
How many CFP financial advisors are in Wethersfield, CT?
8 SEC-registered investment adviser representatives at firm offices in Wethersfield, Connecticut list the CFP designation; Johnson Brunetti employs the most of them (3).
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 Wethersfield?
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.