Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Meridian, ID
Every SEC-registered financial advisor at a firm office in Meridian who lists the Certified Financial Planner designation, A to Z.
34 CFP professionals work in Meridian; the most are at Inspire Advisors, LLC (7). 10 are also registered broker representatives.
CFP advisors in Meridian, A to Z
Every advisor in Meridian →- Michael F. AboussieNext Level Wealth Planning, LLC · Certified Financial Planner
- Calvin R. Barrett Jr.Edward Jones · Certified Financial Planner
- Ted BeckStrategic Advisers LLC · Certified Financial Planner
- Cameron D. BensonLPL Financial LLC · Certified Financial Planner
- Paul BryerInspire Advisors, LLC · Certified Financial Planner
- Keith O. ChandlerInspire Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Austin B. CunninghamNorthwest Asset Management · Certified Financial Planner
- Matthew M. DaugavietisInspire Advisors, LLC · Certified Financial Planner
- Eugene A. DelarosaTreasure Valley Financial Planning · Certified Financial Planner
- Justin D. EgbertTreasure Valley Financial Planning · Certified Financial Planner
- Jeremy ErvinInspire Advisors, LLC · Certified Financial Planner
- Amy FlohrEdward Jones · Certified Financial Planner
- Adam R. FlotoLPL Financial LLC · Certified Financial Planner
- Kendell W. FryeTreasure Valley Financial Planning · Certified Financial Planner
- Allen D. GamelEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Ismael GarciaGarcia Financial Planning · Certified Financial Planner
- Hylee B. HansenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Derek L. HastingsInspire Advisors, LLC · Certified Financial Planner
- Matthew C. JonesTreasure Valley Financial Planning · Certified Financial Planner
- John D. Lane IVLegacy Wealth Management, LLC · Certified Financial Planner
- Lucas M. MannStrategic Advisers LLC · Certified Financial Planner
- Reuben S. MasonDoceo Wealth, LLC · Certified Financial Planner
- Jacob E. McCarneyNext Level Wealth Planning, LLC · Certified Financial Planner
- David B. MorrisonTreasure Valley Financial Planning · Certified Financial Planner
- James R. OstynCetera Investment Advisers LLC · Certified Financial Planner
- Gregory B. RiceEnduring Wealth Management, LLC · Certified Financial Planner
- Jay A. RichardsonInspire Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Brandon C. RichinsNext Level Wealth Planning, LLC · Certified Financial Planner
- John C. RoslundRoslund, John Cabell · Certified Financial Planner
- Mark S. RothsteinCetera Investment Advisers LLC · Certified Financial Planner
- Ronald D. StrobelRetire Sensibly LLC · Certified Financial Planner
- Jason P. WeaverB.O.S.s. Retirement Advisors, LLC · Certified Financial Planner
- Jevon M. WebsterInspire Advisors, LLC · Certified Financial Planner
- Sean C. WestClear Creek Financial Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Meridian
Inspire Advisors, LLC 7Treasure Valley Financial Planning 5Edward Jones 3Next Level Wealth Planning, LLC 3Cetera Investment Advisers LLC 2LPL Financial LLC 2Strategic Advisers LLC 2B.O.S.s. Retirement Advisors, LLC 1Cambridge Investment Research Advisors, Inc. 1Clear Creek Financial Management, LLC 1Doceo Wealth, LLC 1Enduring Wealth Management, LLC 1Garcia Financial Planning 1Legacy Wealth Management, LLC 1Northwest Asset Management 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 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 Meridian, ID?
34 SEC-registered investment adviser representatives at firm offices in Meridian, Idaho list the CFP designation; Inspire Advisors, LLC employs the most of them (7).
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 Meridian?
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.