Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Brownsburg, IN
Every SEC-registered financial advisor at a firm office in Brownsburg who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Brownsburg; the most are at Heinekamp Financial Planning & Tax Service LLC (3). 6 are also registered broker representatives.
CFP advisors in Brownsburg, A to Z
Every advisor in Brownsburg →- Theodore E. BurgoonEdward Jones · Certified Financial Planner
- Timothy A. DukemanTeeple Snyder Newsome Wealth & Tax Management · Certified Financial Planner
- Robert M. FredriksonGenerational Wealth, Inc. · Certified Financial Planner
- Alexander M. Haboush IIIOsaic Wealth, Inc. · Certified Financial Planner
- Daniel W. HeinekampHeinekamp Financial Planning & Tax Service LLC · Certified Financial Planner
- Michael S. HeinekampHeinekamp Financial Planning & Tax Service LLC · Certified Financial Planner
- Steven C. HeinekampHeinekamp Financial Planning & Tax Service LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey J. MooreFifth Third Securities, Inc. · Certified Financial Planner
- Matthew T. SnyderTeeple Snyder Newsome Wealth & Tax Management · Certified Financial Planner
- Emily R. TurnerTeeple Snyder Newsome Wealth & Tax Management · Certified Financial Planner
Firms with the most CFP professionals in Brownsburg
Heinekamp Financial Planning & Tax Service LLC 3Teeple Snyder Newsome Wealth & Tax Management 3Edward Jones 1Fifth Third Securities, Inc. 1Generational Wealth, Inc. 1Osaic Wealth, Inc. 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25Lafayette 21South Bend 20Bloomington 19Greenwood 16Noblesville 16Zionsville 16Columbus 15Mishawaka 15Auburn 14Elkhart 12Valparaiso 12Crown Point 11Merrillville 11Warsaw 11Winona Lake 11Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in Brownsburg, IN?
10 SEC-registered investment adviser representatives at firm offices in Brownsburg, Indiana list the CFP designation; Heinekamp Financial Planning & Tax Service LLC employs the most of them (3).
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 Brownsburg?
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.