Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Fishers, IN
Every SEC-registered financial advisor at a firm office in Fishers who lists the Certified Financial Planner designation, A to Z.
34 CFP professionals work in Fishers; the most are at Hendershott Wealth Management, LLC (5). 12 are also registered broker representatives.
CFP advisors in Fishers, A to Z
Every advisor in Fishers →- Benjamen M. BanksForum Private Client Group · Certified Financial Planner
- Ashley BradfordHendershott Wealth Management, LLC · Certified Financial Planner
- Matthew K. BurkeOsaic Wealth, Inc. · Certified Financial Planner
- Samantha M. BushLPL Financial LLC · Certified Financial Planner
- Justin H. CastelliSantiago.life · Certified Financial Planner
- Nicholas D. CatlinCbg & Company, Inc. · Certified Financial Planner
- Richard CookeAbundo Wealth · Certified Financial Planner
- Dustin DakeEdward Jones · Certified Financial Planner
- Phillip M. FunkServant Capital Advisors · Certified Financial Planner
- Avshalom GadEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Bradley E. GraberGenesis Advisors, LLC · Certified Financial Planner
- Brandon W. GreggBbk Wealth LLC · Certified Financial Planner
- Charles J. GrigsbyForum Private Client Group · Certified Financial Planner
- Alyssa N. HauseHendershott Wealth Management, LLC · Certified Financial Planner
- Mark R. HayesLPL Financial LLC · Certified Financial Planner
- John F. HeinzingerLPL Financial LLC · Certified Financial Planner
- Hilary M. HendershottHendershott Wealth Management, LLC · Certified Financial Planner
- Shaun M. IrwinForum Private Client Group · Certified Financial Planner
- Kristy N. LarmHendershott Wealth Management, LLC · Certified Financial Planner
- Michael S. MackEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Christopher A. McCauleyCommonwealth Financial Network · Certified Financial Planner
- Kennith MeeksEdward Jones · Certified Financial Planner
- Aaron B. OlsonOsaic Wealth, Inc. · Certified Financial Planner
- Jim D. PinkstonPrivate Advisor Group, LLC · Certified Financial Planner
- Derek M. SandersForum Private Client Group · Certified Financial Planner
- Charles T. ShearmanProspero Financial Planning, LLC · Certified Financial Planner
- Tyler E. SmithBbk Wealth LLC · Certified Financial Planner
- Julian O. StricklandGenesis Advisors, LLC · Certified Financial Planner
- Hollina K. WadsworthHendershott Wealth Management, LLC · Certified Financial Planner
- Matthew D. WeaverOsaic Wealth, Inc. · Certified Financial Planner
- Mark A. WittlederCorient · Certified Financial Planner
- John F. Wood Jr.Commonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Brian O. WrightWright Planning, LLC · Certified Financial Planner
- Michael A. ZahmVoya Financial Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Fishers
Hendershott Wealth Management, LLC 5Forum Private Client Group 4Edward Jones 3LPL Financial LLC 3Osaic Wealth, Inc. 3Bbk Wealth LLC 2Commonwealth Financial Network 2Genesis Advisors, LLC 2Abundo Wealth 1Cbg & Company, Inc. 1Corient 1Eagle Strategies LLC 1Private Advisor Group, LLC 1Prospero Financial Planning, LLC 1Santiago.life 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 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 Fishers, IN?
34 SEC-registered investment adviser representatives at firm offices in Fishers, Indiana list the CFP designation; Hendershott Wealth Management, LLC 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 Fishers?
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.