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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Middleton, ID

Every SEC-registered financial advisor at a firm office in Middleton who lists the Certified Financial Planner designation, A to Z.

4 CFP professionals work in Middleton; the most are at Ameriprise Financial Services, LLC (1). 2 are also registered broker representatives.

CFP advisors in Middleton, A to Z

Every advisor in Middleton →

Firms with the most CFP professionals in Middleton

Ameriprise Financial Services, LLC 1Edward Jones 1Gannett Wealth Advisors 1Verify Wealth 1

CFP advisors in other Idaho cities

All of Idaho →

Boise 74Eagle 34Meridian 34Idaho Falls 20Coeur D'Alene 14Ketchum 8Pocatello 7Hayden 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3

Questions

How many CFP financial advisors are in Middleton, ID?

4 SEC-registered investment adviser representatives at firm offices in Middleton, Idaho list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Middleton?

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.