Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Eagle, ID
Every SEC-registered financial advisor at a firm office in Eagle who lists the Certified Financial Planner designation, A to Z.
34 CFP professionals work in Eagle; the most are at Summit Wealth And Retirement Partners (5). 17 are also registered broker representatives.
CFP advisors in Eagle, A to Z
Every advisor in Eagle →- Randy S. AndersonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kevin E. AndrewsAmerican Independent Securities Group, LLC · Certified Financial Planner
- Timothy B. AndrusStrategic Advisers LLC · Certified Financial Planner
- Michael D. BisbeeEnduro Wealth Management, LLC · Certified Financial Planner
- Jennifer K. ButlerSummit Wealth And Retirement Partners · Certified Financial Planner
- Lynn R. Calvert IIBz Wealth Advisors, LLC · Certified Financial Planner
- Robert A. CucchiaroSummit Wealth And Retirement Partners · Certified Financial Planner
- Brent R. FordFord Investment Counsel LLC · Certified Financial Planner
- Devin E. GeddingsRw Investment Management LLC · Certified Financial Planner
- Annaliese L. GerdesCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Grant D. GibsonEdward Jones · Certified Financial Planner
- David E. HeffernanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Bryan P. HopkinsIndependent Financial Group, LLC · Certified Financial Planner
- Shane T. HopkinsIndependent Financial Group, LLC · Certified Financial Planner
- Alfred A. JacksonLPL Financial LLC · Certified Financial Planner
- Kimberly L. JaquesRw Investment Management LLC · Certified Financial Planner
- Suanne Y. JonesAmerican Independent Securities Group, LLC · Certified Financial Planner
- Andrew D. KellyContinuum Advisory, LLC · Certified Financial Planner
- Justin KreitelStrategic Advisers LLC · Certified Financial Planner
- Jacqueline M. LakocyContinuum Advisory, LLC · Certified Financial Planner
- Nicholas F. LemusSummit Wealth And Retirement Partners · Certified Financial Planner, Chartered Financial Analyst
- James M. LiottaProminence Capital · Certified Financial Planner
- Gregory M. McCallFiduciary Financial Planning Network · Certified Financial Planner, Chartered Financial Consultant
- Sean McCarthyOnepoint Bfg Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
- Donald R. McCloskeySummit Wealth And Retirement Partners · Certified Financial Planner
- Blenda RaynorBahr Financial Planning Network, Inc. · Certified Financial Planner
- Stephen C. SchulmerichSchulmerich & Associates Asset Management, LLC · Certified Financial Planner
- Stephen M. SchultzOsaic Wealth, Inc. · Certified Financial Planner
- Tyrell D. StevensOneamerica Securities, Inc. · Certified Financial Planner
- Scott M. TerrySummit Wealth And Retirement Partners · Certified Financial Planner
- Raleigh A. VachekRw Investment Management LLC · Certified Financial Planner
- James M. WeeksAllegiance Financial Planning · Certified Financial Planner
- Jon M. WhitedEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jesse A. WilsonRobert W. Baird & Co. Incorporated · Certified Financial Planner
Firms with the most CFP professionals in Eagle
Summit Wealth And Retirement Partners 5Edward Jones 3Rw Investment Management LLC 3American Independent Securities Group, LLC 2Continuum Advisory, LLC 2Independent Financial Group, LLC 2Strategic Advisers LLC 2Allegiance Financial Planning 1Bahr Financial Planning Network, Inc. 1Bz Wealth Advisors, LLC 1Cambridge Investment Research Advisors, Inc. 1Eagle Financial Planning 1Enduro Wealth Management, LLC 1Fiduciary Financial Planning Network 1Ford Investment Counsel LLC 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Meridian 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 Eagle, ID?
34 SEC-registered investment adviser representatives at firm offices in Eagle, Idaho list the CFP designation; Summit Wealth And Retirement Partners 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 Eagle?
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.