Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Coeur D'Alene, ID
Every SEC-registered financial advisor at a firm office in Coeur D'Alene who lists the Certified Financial Planner designation, A to Z.
The short answer
14 CFP professionals work in Coeur D'Alene; the most are at Pinkerton Wealth Partners (6). 7 are also registered broker representatives.
CFP advisors in Coeur D'Alene, A to Z
Every advisor in Coeur D'Alene →- Michael W. ArmonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Lesley C. AtchleyOsaic Wealth, Inc. · Certified Financial Planner
- James R. Durbin Jr.LPL Financial LLC · Certified Financial Planner
- Benjamin L. GlendeningPinkerton Wealth Partners · Certified Financial Planner
- Ronald L. GlendeningSherman Portfolios · Certified Financial Planner
- Nicholas H. HelgesonPinkerton Wealth Partners · Certified Financial Planner
- John R. Palmer-KamprathGenerational Legacies Wealth Management · Certified Financial Planner
- Daniel W. PinkertonPinkerton Wealth Partners · Certified Financial Planner
- Clifford M. RobelloPinkerton Wealth Partners · Certified Financial Planner
- Douglas L. RupiperWells Fargo Clearing Services, LLC · Certified Financial Planner
- John R. SchannepArcher Wealth Advisors · Certified Financial Planner
- John D. SterlingEdward Jones · Certified Financial Planner
- Polly M. StoeckleinPinkerton Wealth Partners · Certified Financial Planner
- Aimee R. TannebergerOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Coeur D'Alene
Pinkerton Wealth Partners 6Osaic Wealth, Inc. 2Sherman Portfolios 2Archer Wealth Advisors 1Edward Jones 1Generational Legacies Wealth Management 1LPL Financial LLC 1Stifel, Nicolaus & Company, Incorporated 1Wells Fargo Clearing Services, LLC 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 34Meridian 34Idaho Falls 20Ketchum 8Pocatello 7Hayden 4Middleton 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3
Questions
How many CFP financial advisors are in Coeur D'Alene, ID?
14 SEC-registered investment adviser representatives at firm offices in Coeur D'Alene, Idaho list the CFP designation; Pinkerton Wealth Partners employs the most of them (6).
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 Coeur D'Alene?
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.