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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fort Wayne, IN

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

73 CFP professionals work in Fort Wayne; the most are at Phillips Financial (8). 32 are also registered broker representatives.

CFP advisors in Fort Wayne, A to Z

Every advisor in Fort Wayne →

Firms with the most CFP professionals in Fort Wayne

Phillips Financial 8Wealth Advisors Group 7Edward Jones 6Vestia Personal Wealth Advisors 6Galecki Financial Management Inc. 4Cetera Investment Advisers LLC 3Financial Planning Services 3Howard Bailey Securities, LLC 3LPL Financial LLC 3Tlg Advisors, Inc. 3J.P. Morgan Securities LLC 2Osaic Wealth, Inc. 2Sym Financial Advisors 2Wells Fargo Advisors Financial Network, LLC 2Ameriprise Financial Services, LLC 1

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 338Carmel 171Evansville 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 Fort Wayne, IN?

73 SEC-registered investment adviser representatives at firm offices in Fort Wayne, Indiana list the CFP designation; Phillips Financial employs the most of them (8).

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 Fort Wayne?

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.