Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Idaho Falls, ID
Every SEC-registered financial advisor at a firm office in Idaho Falls who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in Idaho Falls; the most are at Ameriprise Financial Services, LLC (2). 7 are also registered broker representatives.
CFP advisors in Idaho Falls, A to Z
Every advisor in Idaho Falls →- Blayne A. AndersenArkadios Wealth Advisors · Certified Financial Planner
- Olin K. BarkdullPreferred Retirement Options, Inc. · Certified Financial Planner
- Alan S. CampbellSpinnaker Financial Advisors, LLC · Certified Financial Planner
- Orrin D. CellanOnyx Financial Advisors, LLC · Certified Financial Planner
- Cody G. DanielsOnyx Financial Advisors, LLC · Certified Financial Planner
- Aaron T. FreemanSnake River Investment Counsel LLC · Certified Financial Planner
- Benjamin G. FuhrimanTeton Crest Wealth Planning · Certified Financial Planner
- Daniel R. GoodmanGood Better Best Financial Planning LLC · Certified Financial Planner
- Kevin C. KingAmeriprise Financial Services, LLC · Certified Financial Planner
- Joseph M. Maddux Jr.Cooper Norman Wealth, LLC · Certified Financial Planner
- Daniel G. McPhersonCg Advisory Services · Certified Financial Planner
- Christian J. MoonSnake River Investment Counsel LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew N. PorterCetera Investment Advisers LLC · Certified Financial Planner
- Alex W. PurcellD.A. Davidson & Co. · Certified Financial Planner
- Nathan M. RiggsOak Lane Advisors · Certified Financial Planner
- Riley T. SalmonEdward Jones · Certified Financial Planner
- Brian J. SingletonAmeriprise Financial Services, LLC · Certified Financial Planner
- James R. SmithVitality Wealth · Certified Financial Planner
- Jessica J. SmithVitality Wealth · Certified Financial Planner
- Jacob K. WaddoupsRaymond James & Associates, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Idaho Falls
Ameriprise Financial Services, LLC 2Onyx Financial Advisors, LLC 2Snake River Investment Counsel LLC 2Vitality Wealth 2Arkadios Wealth Advisors 1Cetera Investment Advisers LLC 1Cg Advisory Services 1Cooper Norman Wealth, LLC 1D.A. Davidson & Co. 1Edward Jones 1Good Better Best Financial Planning LLC 1Oak Lane Advisors 1Preferred Retirement Options, Inc. 1Raymond James & Associates, Inc. 1Spinnaker Financial Advisors, LLC 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 34Meridian 34Coeur D'Alene 14Ketchum 8Pocatello 7Hayden 4Middleton 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3
Questions
How many CFP financial advisors are in Idaho Falls, ID?
20 SEC-registered investment adviser representatives at firm offices in Idaho Falls, Idaho list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (2).
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 Idaho Falls?
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.