Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ketchum, ID
Every SEC-registered financial advisor at a firm office in Ketchum who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Ketchum; the most are at Stifel, Nicolaus & Company, Incorporated (2). 4 are also registered broker representatives.
CFP advisors in Ketchum, A to Z
Every advisor in Ketchum →- Aurelie Bayer-BoloixAmerican Capital Advisory, LLC · Certified Financial Planner
- Katherine A. FincherMercer Global Advisors Inc. · Certified Financial Planner
- Suzanne M. HazlettHazlett Wealth Management LLC · Certified Financial Planner
- Sheri L. JohnnieStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Sean M. KovichPacific Peak Advisors, LLC · Certified Financial Planner
- Thomas E. Nelson IIISky-Mountain Capital Management · Certified Financial Planner
- Lori L. NurgeStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Julie N. SteinmanRobertson Stephens · Certified Financial Planner
Firms with the most CFP professionals in Ketchum
Stifel, Nicolaus & Company, Incorporated 2American Capital Advisory, LLC 1Hazlett Wealth Management LLC 1Mercer Global Advisors Inc. 1Pacific Peak Advisors, LLC 1Robertson Stephens 1Sky-Mountain Capital Management 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 34Meridian 34Idaho Falls 20Coeur D'Alene 14Pocatello 7Hayden 4Middleton 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3
Questions
How many CFP financial advisors are in Ketchum, ID?
8 SEC-registered investment adviser representatives at firm offices in Ketchum, Idaho list the CFP designation; Stifel, Nicolaus & Company, Incorporated 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 Ketchum?
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.