Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sandpoint, ID
Every SEC-registered financial advisor at a firm office in Sandpoint who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Sandpoint; the most are at Clear Creek Financial Management, LLC (1). 1 are also registered broker representatives.
CFP advisors in Sandpoint, A to Z
Every advisor in Sandpoint →- Nancy A. HadleyD.A. Davidson & Co. · Certified Financial Planner
- Benjamin J. WarrenClear Creek Financial Management, LLC · Certified Financial Planner
Firms with the most CFP professionals in Sandpoint
Clear Creek Financial Management, LLC 1D.A. Davidson & Co. 1
CFP advisors in other Idaho cities
All of Idaho →Boise 74Eagle 34Meridian 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 Sandpoint, ID?
2 SEC-registered investment adviser representatives at firm offices in Sandpoint, Idaho list the CFP designation; Clear Creek Financial Management, 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 Sandpoint?
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.