Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Greenfield, IN
Every SEC-registered financial advisor at a firm office in Greenfield who lists the Certified Financial Planner designation, A to Z.
6 CFP professionals work in Greenfield; the most are at Caird Family Wealth Management (1). 3 are also registered broker representatives.
CFP advisors in Greenfield, A to Z
Every advisor in Greenfield →- Thomas A. ButlerCharter Advisory Corporation · Certified Financial Planner
- Robert N. CairdCaird Family Wealth Management · Certified Financial Planner
- Bryan E. DonaughTransamerica Retirement Advisors, LLC · Certified Financial Planner
- Cary M. SmithEdward Jones · Certified Financial Planner
- R J. SmithKcpag Financial Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Linda M. ZimmermannLinda Zimmermann Financial Planning And Counseling · Certified Financial Planner
Firms with the most CFP professionals in Greenfield
Caird Family Wealth Management 1Charter Advisory Corporation 1Edward Jones 1Kcpag Financial Advisors LLC 1Linda Zimmermann Financial Planning And Counseling 1Transamerica Retirement Advisors, LLC 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 11Brownsburg 10Jeffersonville 10
Questions
How many CFP financial advisors are in Greenfield, IN?
6 SEC-registered investment adviser representatives at firm offices in Greenfield, Indiana list the CFP designation; Caird Family Wealth Management employs the most of them (1).
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 Greenfield?
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.