Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Boise, ID
Every SEC-registered financial advisor at a firm office in Boise who lists the Certified Financial Planner designation, A to Z.
74 CFP professionals work in Boise; the most are at Modern Wealth Management, LLC (5). 30 are also registered broker representatives.
CFP advisors in Boise, A to Z
Every advisor in Boise →- Heather A. AlbertEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- James S. AuwStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Francois R. BigotInvestor Fan · Certified Financial Planner
- Benjamin H. BoettcherHelmstar Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Richard K. BossTable Rock Financial Planning · Certified Financial Planner
- Jay C. BradleyCetera Investment Advisers LLC · Certified Financial Planner
- Aaron M. BriggsOn Investment Management Co. · Certified Financial Planner
- Thomas G. BrownModern Wealth Management, LLC · Certified Financial Planner
- Alicia CarinalliMercer Global Advisors Inc. · Certified Financial Planner
- Steven A. ChaloupkaEdward Jones · Certified Financial Planner
- Alexander S. ClendennenVenturi Private Wealth · Certified Financial Planner
- Matthew V. CooleyInspire Wealth Partners · Certified Financial Planner
- Lisa M. CooperFigure 8 Investment Strategies LLC · Certified Financial Planner, Chartered Financial Analyst
- Christopher D. CreedVenturi Private Wealth · Certified Financial Planner
- Cameron DavisCharles Schwab & Co., Inc. · Certified Financial Planner
- Miguel A. DelgadoLegacy Wealth Management, LLC · Certified Financial Planner
- Mason T. DrumCharles Schwab & Co., Inc. · Certified Financial Planner
- Nicholas S. DuncanMorgan Stanley · Certified Financial Planner
- Peggy L. FarnworthCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Christa N. GunnerThe Caprock Group, LLC · Certified Financial Planner
- Alex R. HansenArrien Investments, Inc. · Certified Financial Planner
- Melissa M. HasslerModern Wealth Management, LLC · Certified Financial Planner
- Heather HitchNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Joshua L. HoisingtonLPL Financial LLC · Certified Financial Planner
- Alexis J. HowardRaymond James & Associates, Inc. · Certified Financial Planner
- Mark D. HowardMercer Global Advisors Inc. · Certified Financial Planner
- Sofia P. Iglesias GonzalezInvestor Fan · Certified Financial Planner
- Erik V. JensenThe Caprock Group, LLC · Certified Financial Planner
- Michael N. JillsonModern Wealth Management, LLC · Certified Financial Planner
- Donna J. KaneStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Joseph B. KoetterStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Stephen M. KovachEp Wealth Advisors · Certified Financial Planner
- Lauren E. LegendreInvestor Fan · Certified Financial Planner
- Jacob C. LovinEdward Jones · Certified Financial Planner
- Kellie L. MillerDelta Investment Management, LLC · Certified Financial Planner
- Casey J. MinerRaymond James & Associates, Inc. · Certified Financial Planner
- Stanley C. MockOn Investment Management Co. · Certified Financial Planner
- Todd P. MurpheyEdward Jones · Certified Financial Planner
- Russell W. NorwoodVenturi Private Wealth · Certified Financial Planner
- William H. OvertonAdvanced Financial Solutions, Inc. · Certified Financial Planner
- Megan N. ParrishBerkeley, Inc. · Certified Financial Planner
- Taj PereiraAspen Capital Management, LLC · Certified Financial Planner
- Jennifer R. PetersonD.A. Davidson & Co. · Certified Financial Planner
- Joseph M. PiscioneHelmstar Wealth Management · Certified Financial Planner
- William R. PolenskeRobertson Stephens · Certified Financial Planner
- Julie M. PrestonD.A. Davidson & Co. · Certified Financial Planner
- Preston J. PugmireModern Wealth Management, LLC · Certified Financial Planner
- Brooke A. RamstadBr Wealth Management · Certified Financial Planner
- Donald L. ReimanEchelon Group · Certified Financial Planner, Chartered Financial Consultant
- Mark R. RuppCetera Investment Advisers LLC · Certified Financial Planner
- Elizabeth A. RyanWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robb H. SchoberHelmstar Wealth Management · Certified Financial Planner
- John D. ShawEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Antonio R. SmithAncorato · Certified Financial Planner
- Hannah C. SpillmanPerspective Wealth Partners, LLC · Certified Financial Planner
- Stephen D. StechCetera Investment Advisers LLC · Certified Financial Planner
- Mark P. SteinGalvin, Gaustad & Stein, LLC · Certified Financial Planner
- Chelsie StilsonMariner · Certified Financial Planner
- Jennifer L. StoneModern Wealth Management, LLC · Certified Financial Planner
- Nathan D. TarverWood Tarver Financial · Certified Financial Planner
- Greg V. ThomasMorgan Stanley · Certified Financial Planner
- Lavea G. ThomasAspen Capital Management, LLC · Certified Financial Planner
- Daniel E. TimberlakeRaymond James & Associates, Inc. · Certified Financial Planner
- Tel D. TiptonRBC Capital Markets, LLC · Certified Financial Planner
- Collin B. ToddArc Advisers LLC · Certified Financial Planner
- Michael S. TreinenRBC Capital Markets, LLC · Certified Financial Planner
- Eric E. UdvariHowe And Rusling, Inc. · Certified Financial Planner
- Whitney W. WarmackThe Caprock Group, LLC · Certified Financial Planner
- Katherena WeyandHelmstar Wealth Management · Certified Financial Planner
- David A. WilhiteAdvanced Financial Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jay B. WillcoxVenturi Private Wealth · Certified Financial Planner
- Jacob A. WilliamsBecker Capital Management, Inc. · Certified Financial Planner
- Kody WilliamsMadrone Financial Planning · Certified Financial Planner, Chartered Financial Consultant
- Jesse L. WoodsOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Boise
Modern Wealth Management, LLC 5Edward Jones 4Helmstar Wealth Management 4Venturi Private Wealth 4Cetera Investment Advisers LLC 3Investor Fan 3Raymond James & Associates, Inc. 3Stifel, Nicolaus & Company, Incorporated 3The Caprock Group, LLC 3Advanced Financial Solutions, Inc. 2Aspen Capital Management, LLC 2Charles Schwab & Co., Inc. 2D.A. Davidson & Co. 2Mercer Global Advisors Inc. 2Morgan Stanley 2
CFP advisors in other Idaho cities
All of Idaho →Eagle 34Meridian 34Idaho Falls 20Coeur D'Alene 14Ketchum 8Pocatello 7Hayden 4Middleton 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3
Questions
How many CFP financial advisors are in Boise, ID?
74 SEC-registered investment adviser representatives at firm offices in Boise, Idaho list the CFP designation; Modern Wealth Management, LLC employs the most of them (5).
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 Boise?
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.