Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Greenwood, IN

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

16 CFP professionals work in Greenwood; the most are at Raymond James & Associates, Inc. (5). 15 are also registered broker representatives.

CFP advisors in Greenwood, A to Z

Every advisor in Greenwood →

Michael J. CoffmanOsaic Wealth, Inc. · Certified Financial Planner
Stephen M. ColliganRaymond James & Associates, Inc. · Certified Financial Planner
Travis N. EhlenCetera Investment Advisers LLC · Certified Financial Planner
John Francis A. EvansOsaic Wealth, Inc. · Certified Financial Planner
Kelly J. FennellyOsaic Wealth, Inc. · Certified Financial Planner
Clint A. HeislerSavvy · Certified Financial Planner, Chartered Financial Consultant
Kyle A. HensleyRaymond James & Associates, Inc. · Certified Financial Planner
Richard C. HinesleyRaymond James & Associates, Inc. · Certified Financial Planner
Dennis L. Mahler IIIRaymond James & Associates, Inc. · Certified Financial Planner
Julianna D. MoralesLPL Financial LLC · Certified Financial Planner
Crystal C. NeilEdward Jones · Certified Financial Planner
Edward W. OchoaAmeriprise Financial Services, LLC · Certified Financial Planner
Shellee PietrasCetera Investment Advisers LLC · Certified Financial Planner
James A. ReisertEdward Jones · Certified Financial Planner
Christopher P. RosserEdward Jones · Certified Financial Planner
Erik W. WeissRaymond James & Associates, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Greenwood

Raymond James & Associates, Inc. 5 Edward Jones 3 Osaic Wealth, Inc. 3 Cetera Investment Advisers LLC 2 Ameriprise Financial Services, LLC 1 LPL Financial LLC 1 Savvy 1

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 338 Carmel 171 Fort Wayne 73 Evansville 34 Fishers 34 Kokomo 30 Granger 25 Lafayette 21 South Bend 20 Bloomington 19 Noblesville 16 Zionsville 16 Columbus 15 Mishawaka 15 Auburn 14 Elkhart 12 Valparaiso 12 Crown Point 11 Merrillville 11 Warsaw 11 Winona Lake 11 Brownsburg 10 Jeffersonville 10 Muncie 8

Questions

How many CFP financial advisors are in Greenwood, IN?

16 SEC-registered investment adviser representatives at firm offices in Greenwood, Indiana list the CFP designation; Raymond James & Associates, Inc. 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 Greenwood?

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.