Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pocatello, ID
Every SEC-registered financial advisor at a firm office in Pocatello who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Pocatello; the most are at Osaic Advisory Services, LLC (2). 5 are also registered broker representatives.
CFP advisors in Pocatello, A to Z
Every advisor in Pocatello →- Richard D. AlmondOsaic Advisory Services, LLC · Certified Financial Planner
- Aaron M. BuckalewD.A. Davidson & Co. · Certified Financial Planner
- Alexander D. HancockStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Robert J. SchoonmakerMatterhorn Financial Planning · Certified Financial Planner
- Angela T. SleightJordan Wealth Management · Certified Financial Planner
- Joel M. WilsonKey Investment Services LLC · Certified Financial Planner
- Trent A. YostOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Pocatello
Osaic Advisory Services, LLC 2D.A. Davidson & Co. 1Jordan Wealth Management 1Key Investment Services LLC 1Matterhorn Financial Planning 1Osaic Wealth, Inc. 1Stifel, Nicolaus & Company, Incorporated 1Wells Fargo Advisors Financial Network, LLC 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 34Meridian 34Idaho Falls 20Coeur D'Alene 14Ketchum 8Hayden 4Middleton 4Moscow 4Twin Falls 4Blackfoot 3Driggs 3Lewiston 3Nampa 3Rexburg 3
Questions
How many CFP financial advisors are in Pocatello, ID?
7 SEC-registered investment adviser representatives at firm offices in Pocatello, Idaho list the CFP designation; Osaic Advisory 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 Pocatello?
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.