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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Carmel, IN

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

171 CFP professionals work in Carmel; the most are at Valeo Financial Advisors, LLC (81). 39 are also registered broker representatives.

CFP advisors in Carmel, A to Z

Every advisor in Carmel →

Firms with the most CFP professionals in Carmel

Valeo Financial Advisors, LLC 81Oxford Financial Group, Ltd. 12Archer Investment Corporation 6Charles Schwab & Co., Inc. 6Goelzer Investment Management 6Raymond James & Associates, Inc. 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Commonwealth Financial Network 3Osaic Wealth, Inc. 3Shepherd Financial Investment Advisory LLC 3The Financial Resource Center 3Capital Client Group, Inc. 2Edward Jones 2Four Quadrant Wealth Advisors, Inc. 2

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 338Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25Lafayette 21South Bend 20Bloomington 19Greenwood 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 Carmel, IN?

171 SEC-registered investment adviser representatives at firm offices in Carmel, Indiana list the CFP designation; Valeo Financial Advisors, LLC employs the most of them (81).

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 Carmel?

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.