Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bloomington, IN
Every SEC-registered financial advisor at a firm office in Bloomington who lists the Certified Financial Planner designation, A to Z.
The short answer
20 CFP professionals work in Bloomington; the most are at Hurlow Wealth Management Group, Inc. (5). 11 are also registered broker representatives.
CFP advisors in Bloomington, A to Z
Every advisor in Bloomington →- Mark P. AdamsDbs Investment Advisers, LLC · Certified Financial Planner
- Michael J. CarsonHurlow Wealth Management Group, Inc. · Certified Financial Planner
- Ronald J. Deinlein Jr.Mosaic Wealth Management LLC · Certified Financial Planner
- Ian G. EsslingCommonwealth Financial Network · Certified Financial Planner
- Steven J. FortuneRaymond James & Associates, Inc. · Certified Financial Planner
- Derek C. GrimmerHurlow Wealth Management Group, Inc. · Certified Financial Planner
- Joshua M. JamesOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Theresa C. KestHurlow Wealth Management Group, Inc. · Certified Financial Planner
- Christopher J. Kroll1834 Investment Advisors Co. · Certified Financial Planner
- Matthew S. KrugmanWellington Investment Advisors · Certified Financial Planner
- John R. LaughlinLaughlin Financial LLC · Certified Financial Planner, Personal Financial Specialist
- Eldon M. McCabeHurlow Wealth Management Group, Inc. · Certified Financial Planner
- Gordon S. NesbitHurlow Wealth Management Group, Inc. · Certified Financial Planner
- James L. SporeLasalle St. Investment Advisors, L.L.C. · Certified Financial Planner
- Chad E. Teders&Partners · Certified Financial Planner
- Douglas A. UmmelWellington Investment Advisors · Certified Financial Planner
- William R. VerhagenCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Savanah M. WhittakerEdward Jones · Certified Financial Planner
- Aubrey WilliamsEdward Jones · Certified Financial Planner
- Jeremy T. ZeichnerCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Bloomington
Hurlow Wealth Management Group, Inc. 5Commonwealth Financial Network 2Edward Jones 2Wellington Investment Advisors 2&Partners 11834 Investment Advisors Co. 1Charles Schwab & Co., Inc. 1Dbs Investment Advisers, LLC 1Lasalle St. Investment Advisors, L.L.C. 1Laughlin Financial LLC 1Mosaic Wealth Management LLC 1Oneamerica Securities, Inc. 1Raymond James & Associates, Inc. 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25Lafayette 21South Bend 20Greenwood 16Noblesville 16Zionsville 16Columbus 15Mishawaka 15Auburn 14Elkhart 12Valparaiso 12Crown Point 11Merrillville 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in Bloomington, IN?
20 SEC-registered investment adviser representatives at firm offices in Bloomington, Indiana list the CFP designation; Hurlow Wealth Management Group, Inc. employs the most of them (5).
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 Bloomington?
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.