Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Indianapolis, IN
Every SEC-registered financial advisor at a firm office in Indianapolis who lists the Certified Financial Planner designation, A to Z.
338 CFP professionals work in Indianapolis; the most are at Schwab Wealth Advisory, Inc. (55). 184 are also registered broker representatives.
CFP advisors in Indianapolis, A to Z
Every advisor in Indianapolis →- Benjamin J. AbrahamAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Alexander S. AdamsFifth Third Securities, Inc. · Certified Financial Planner
- Alexander AlessiaFi3 Financial Advisors, LLC · Certified Financial Planner
- Nicholas C. AlexanderSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David L. Amstutz IIISchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nicholas R. AndersonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jason S. ArmbrustAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Madeline A. ArmstrongElevation Point Wealth Partners, LLC · Certified Financial Planner
- Charlsie I. AshlockCaptrust · Certified Financial Planner
- Mitchell I. BaileySchwab Wealth Advisory, Inc. · Certified Financial Planner
- Timothy D. BalesThe Wellington Grp LLC · Certified Financial Planner
- Spencer M. BamgartnerOneamerica Securities, Inc. · Certified Financial Planner
- Lisa BeallyEdward Jones · Certified Financial Planner
- Reece BeckmanSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Evan D. BedelBedel Financial Consulting Inc. · Certified Financial Planner
- Isabelle K. BegSapient Capital LLC · Certified Financial Planner
- Emily BegemanCharles Schwab & Co., Inc. · Certified Financial Planner
- Garrett M. BianchiSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Zachariah M. BickersSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Frank D. Bixler Jr.Capital Strategies, Inc. · Certified Financial Planner
- Christopher L. BlancettLPL Enterprise, LLC · Certified Financial Planner
- Thomas M. BodinFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jessica L. BokhartMarket Street Wealth Management Advisors, LLC · Certified Financial Planner
- Matthew N. BolesSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Allyson L. BolingerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Casey J. BollockCaptrust · Certified Financial Planner
- Miranda BondeSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jack U. BostonBookends Financial Planning · Certified Financial Planner
- Ryan M. BradleyElevated Financial Group · Certified Financial Planner
- Parker J. BrandenburgSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Cara BrasorSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Stephen G. BrennanLPL Financial LLC · Certified Financial Planner
- James C. BrockeMML Investors Services, LLC · Certified Financial Planner
- Clay J. BrooksAbound Wealth Strategies · Certified Financial Planner
- John W. BroylesOneamerica Securities, Inc. · Certified Financial Planner
- Daniel E. BrunetteCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Cara L. BuchananBedel Financial Consulting Inc. · Certified Financial Planner
- Michael P. CahillMML Investors Services, LLC · Certified Financial Planner
- Andrew T. CampbellCharles Schwab & Co., Inc. · Certified Financial Planner
- Aaron J. CantrellSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Meredith L. CarbreyBedel Financial Consulting Inc. · Certified Financial Planner
- Michael S. CarlsonCetera Investment Advisers LLC · Certified Financial Planner
- Adam R. CashSym Financial Advisors · Certified Financial Planner
- Vincent J. CataniaLPL Financial LLC · Certified Financial Planner
- John D. CavesStrategic Advisers LLC · Certified Financial Planner
- Bawi T. CeuSchwab Wealth Advisory, Inc. · Certified Financial Planner
- David L. Chapin IISchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael A. CharlesWallington Asset Management · Certified Financial Planner
- Philip T. ChristnerWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Kaus J. ChristopherUBS Financial Services Inc. · Certified Financial Planner
- Adam G. ClaerboutMML Investors Services, LLC · Certified Financial Planner
- Ty J. ClarkSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kevin W. ClasenMML Investors Services, LLC · Certified Financial Planner
- Nolan T. ClayAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Michael L. ClaymanFocus Partners Wealth, LLC · Certified Financial Planner
- Andrew W. CollinsFocus Partners Wealth, LLC · Certified Financial Planner
- Katherine F. CollinsFocus Partners Wealth, LLC · Certified Financial Planner
- Christopher P. CondleElevated Financial Group · Certified Financial Planner
- Andrew J. CornellThe Wellington Grp LLC · Certified Financial Planner
- Elizabeth A. CorrellAmeriprise Financial Services, LLC · Certified Financial Planner
- Joshua S. CorwinCorwin Company LLC · Certified Financial Planner
- Bradley R. CougillDeerfield · Certified Financial Planner
- Freddie D. CrandallMorgan Stanley · Certified Financial Planner
- Candice D. CristyStrategic Advisers LLC · Certified Financial Planner
- Jalyn CrittendenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thomas P. CudahyInvst, LLC · Certified Financial Planner
- William T. CumminsLPL Financial LLC · Certified Financial Planner
- Andrew CurranStrategic Advisers LLC · Certified Financial Planner
- Robert M. CurryCurry Webb Wealth Management LLC · Certified Financial Planner
- Robert B. CwikCharles Schwab & Co., Inc. · Certified Financial Planner
- Steven P. CyganCharles Schwab & Co., Inc. · Certified Financial Planner
- Jordan A. DavanMonon Wealth Management · Certified Financial Planner
- Bruce W. DavisonOneamerica Securities, Inc. · Certified Financial Planner
- Mariah L. DayCaptrust · Certified Financial Planner
- Kent A. DelphDeerfield · Certified Financial Planner
- John R. DengerCaptrust · Certified Financial Planner
- Kevin M. DolenAmeriprise Financial Services, LLC · Certified Financial Planner
- Ryan R. DonovanPrincipal Securities, Inc. · Certified Financial Planner
- Elizabeth E. DruryJ. W. Cole Advisors, Inc. · Certified Financial Planner
- Michael E. DunnCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Allen R. DurosSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Mychal V. EaglesonAn Exceptional Life Financial, LLC · Certified Financial Planner
- Kelly M. EalesCharles Schwab & Co., Inc. · Certified Financial Planner
- Matthew A. EckertAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Amy E. EdwardsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Dino N. EfthimiouDelta Wealth Advisors LLC · Certified Financial Planner
- Douglas B. EhlenCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Samuel C. EllsworthMoney Concepts Capital Corp. · Certified Financial Planner
- Susan C. ElserElser Financial Planning, Inc. · Certified Financial Planner
- Michael P. EmersonFi3 Financial Advisors, LLC · Certified Financial Planner
- Carson J. EmmonsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Julianne Erhart-GravesReify Wealth Advisors, Inc. · Certified Financial Planner
- Andrew K. FairmanCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Aidan C. FinetDeerfield · Certified Financial Planner
- Katie J. FischerMarket Street Wealth Management Advisors, LLC · Certified Financial Planner
- Benjamin P. FisherSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Amanda K. FitzpatrickStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Timothy A. FlickCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Frances C. FloodUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Analyst
- Eric S. FordCetera Investment Advisers LLC · Certified Financial Planner
- Charles W. Freund IILPL Financial LLC · Certified Financial Planner
- Jordan A. FryeRBC Capital Markets, LLC · Certified Financial Planner
- Guy A. GageAmeriprise Financial Services, LLC · Certified Financial Planner
- Thomas P. GalulloCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey K. GantzLPL Financial LLC · Certified Financial Planner
- Benjamin M. GardnerCaptrust · Certified Financial Planner
- Lee A. GarrettSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Eric G. GiddingsFocus Partners Wealth, LLC · Certified Financial Planner
- Joshua M. GilbertSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Zachary G. GilesElser Financial Planning, Inc. · Certified Financial Planner
- David GilreathAllworth Financial, L.P. · Certified Financial Planner
- Timothy A. GinnMbia Capital Advisors · Certified Financial Planner
- Jacob W. GirouardRBC Capital Markets, LLC · Certified Financial Planner
- Margaret M. GooleyReify Wealth Advisors, Inc. · Certified Financial Planner
- Michael S. GorinMML Investors Services, LLC · Certified Financial Planner
- John J. GresehoverEdward Jones · Certified Financial Planner
- Evan K. GriffinStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Thomas D. GrossNorthwest Financial Services Inc. · Certified Financial Planner
- Allison M. GruesbeckElser Financial Planning, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Todd E. GuthrieLPL Financial LLC · Certified Financial Planner
- Anthony L. GutweinMML Investors Services, LLC · Certified Financial Planner
- Daniel J. HamiltonEdward Jones · Certified Financial Planner
- Derek C. HamiltonElser Financial Planning, Inc. · Certified Financial Planner
- Lucius Hamilton IVJ.P. Morgan Securities LLC · Certified Financial Planner
- John T. HammEdward Jones · Certified Financial Planner
- Robert M. Hammond IIISchwab Wealth Advisory, Inc. · Certified Financial Planner
- Sean R. HansenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jonathan W. HarrierCfg Wealth Management Services Inc. · Certified Financial Planner
- Joseph E. HayIndy Advisors, LLC. · Certified Financial Planner
- Brett R. HeadleyUBS Financial Services Inc. · Certified Financial Planner
- Cameron D. HeasleyVestia Personal Wealth Advisors · Certified Financial Planner
- Gregory E. HeldmanCetera Investment Advisers LLC · Certified Financial Planner, Personal Financial Specialist
- Garrett J. HendersonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ross E. HendersonEdward Jones · Certified Financial Planner
- Mark R. HildebrandNearside Advisors, LLC · Certified Financial Planner
- Jaxon R. HillOneamerica Securities, Inc. · Certified Financial Planner
- Ivan D. HoffmanFi3 Financial Advisors, LLC · Certified Financial Planner
- Denise H. HolderRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Matthew P. HolmesAllworth Financial, L.P. · Certified Financial Planner
- Jade T. HoltLji Wealth Management, LLC · Certified Financial Planner
- Ronald S. HopkinsMorgan Stanley · Certified Financial Planner
- Thomas C. HostySchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kathryn J. HowerBedel Financial Consulting Inc. · Certified Financial Planner
- Andrew J. HudsonOneamerica Securities, Inc. · Certified Financial Planner
- John D. HutchensMonon Wealth Management · Certified Financial Planner
- Scott A. JarredInvst, LLC · Certified Financial Planner
- Bobby L. JonesCharles Schwab & Co., Inc. · Certified Financial Planner
- Alexander KanellopoulosDreamvision Capital · Certified Financial Planner
- Jeremy E. KaplanOxford Harriman Private Wealth Management · Certified Financial Planner
- Bradford M. KarcherSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Justin P. KassanitsCaptrust · Certified Financial Planner
- Samuel KatuzienskiFocus Partners Wealth, LLC · Certified Financial Planner
- Kelly H. KaufmanCharles Schwab & Co., Inc. · Certified Financial Planner
- Lance R. KeeslingIndy Advisors, LLC. · Certified Financial Planner
- Darcey KellerEdelman Financial Engines · Certified Financial Planner
- George J. KempfRBC Capital Markets, LLC · Certified Financial Planner
- Kyle KerkhoffCorient · Certified Financial Planner
- Garrett KernFi3 Financial Advisors, LLC · Certified Financial Planner
- John M. KerrThurston Springer Advisors · Certified Financial Planner
- Chadwick S. KieperSchwab Wealth Advisory, Inc. · Certified Financial Planner
- John R. KirkpatrickCaptrust · Certified Financial Planner
- Kenneth R. KlabundePrecedent Financial Strategies · Certified Financial Planner
- David T. KlausAllworth Financial, L.P. · Certified Financial Planner
- Stephen C. KlinglerCerity Partners LLC · Certified Financial Planner
- Ryan T. KonopCaptrust · Certified Financial Planner
- William B. KoppSapient Capital LLC · Certified Financial Planner
- Elaine E. Kops-BedelBedel Financial Consulting Inc. · Certified Financial Planner
- Philip A. KostaroffOsaic Wealth, Inc. · Certified Financial Planner
- Jack T. KowalQuantum Financial Services Inc. · Certified Financial Planner
- Dirk KuehlerMML Investors Services, LLC · Certified Financial Planner
- Eric C. KurthSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Brett M. LaddusawOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew C. LandiniGenuine Wealth Advisors, LLC · Certified Financial Planner
- Patrick M. LaneEdward Jones · Certified Financial Planner
- Joni C. LangenbergWells Fargo Clearing Services, LLC · Certified Financial Planner
- Anthony C. LarosaPrivate Counsel Group, Ltd. · Certified Financial Planner
- Joseph S. LarosaPrivate Counsel Group, Ltd. · Certified Financial Planner
- Philip E. Lavelle Jr.Thurston Springer Advisors · Certified Financial Planner
- Megan A. LaytonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Tia M. LeeFocus Partners Wealth, LLC · Certified Financial Planner
- Amanda LeglerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Tracey L. LehmerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Rachel L. LemanNorthwest Financial Services Inc. · Certified Financial Planner
- Branden M. LienemannSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Bailey C. LockhartSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael MaciusCharter Advisory Corporation · Certified Financial Planner
- Elizabeth M. MadisonJ.P. Morgan Securities LLC · Certified Financial Planner
- Sarah E. MahaffaBedel Financial Consulting Inc. · Certified Financial Planner
- Robert L. MalmquistProvider Financial, Inc. · Certified Financial Planner
- Marie S. MarksSikich Financial · Certified Financial Planner
- Benjamin A. MartCreative Planning · Certified Financial Planner
- Bradley A. MartinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Brian E. MartinStrategic Wealth Partners, Ltd. · Certified Financial Planner
- Mark J. MatkovicCetera Investment Advisers LLC · Certified Financial Planner
- Christy G. MatzenSapient Capital LLC · Certified Financial Planner
- Joshua A. MazerThurston Springer Advisors · Certified Financial Planner
- Jonathan McCartyElevated Financial Group · Certified Financial Planner
- Michael R. McCrackenMfg Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kyle R. McCuneReify Wealth Advisors, Inc. · Certified Financial Planner
- Mark A. McDonaldAmeriprise Financial Services, LLC · Certified Financial Planner
- Conni R. McEwenSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Daniel D. MeiklejohnFocus Partners Wealth, LLC · Certified Financial Planner, Personal Financial Specialist
- Brian D. MelvinUnited Capital Financial Advisors · Certified Financial Planner
- Virginia R. MerkelWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dennis J. MeyerFirst Heartland Consultants, Inc. · Certified Financial Planner
- Kent A. MiillerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- James C. MillerBlend Wealth · Certified Financial Planner
- John C. MillerSanctuary Advisors, LLC · Certified Financial Planner
- Marcus F. MillerDeerfield · Certified Financial Planner
- Robert B. MillerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin J. MitchellSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Brett A. MockPark Avenue Securities LLC · Certified Financial Planner
- Jeffrey A. MohebanAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Jonathan H. MolesLPL Enterprise, LLC · Certified Financial Planner
- Alexander W. MolnarSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Maxwell T. MoritzThe Wellington Grp LLC · Certified Financial Planner
- Daniel MungerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Trevyn G. NafzigerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kyle T. NelsonSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Walter M. Niemczura Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Patrick J. O'MarroSapient Capital LLC · Certified Financial Planner, Chartered Financial Analyst
- Amanda J. OakleyInvst, LLC · Certified Financial Planner
- Samuel OliphantWallington Asset Management · Certified Financial Planner, Chartered Financial Analyst
- Bradley H. OwensLji Wealth Management, LLC · Certified Financial Planner
- Kathryn L. ParkinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew L. PensoMission Wealth Management, LP · Certified Financial Planner
- Thomas E. PerryOsaic Wealth, Inc. · Certified Financial Planner
- William M. PerryCharles Schwab & Co., Inc. · Certified Financial Planner
- Aaron J. PettersenNorthwest Financial Services Inc. · Certified Financial Planner
- William L. PfadtLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Julia R. PhillipsJ.P. Morgan Securities LLC · Certified Financial Planner
- Robert C. PhillipsFocus Partners Wealth, LLC · Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst
- Andrew G. PiankoCharles Schwab & Co., Inc. · Certified Financial Planner
- Brian E. PingatoreFocus Partners Wealth, LLC · Certified Financial Planner
- Jeff PittsleyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Brad J. PoloStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Aaron S. PopykSavant Wealth Management · Certified Financial Planner
- Harrison B. PowellUnited Capital Financial Advisors · Certified Financial Planner
- Abigayle M. PresleyBedel Financial Consulting Inc. · Certified Financial Planner
- Michael D. PuckettCfg Wealth Management Services Inc. · Certified Financial Planner
- Neil L. QuinlanCerity Partners LLC · Certified Financial Planner
- David S. RankinProteus, LLC · Certified Financial Planner
- Michael D. RappaportOneamerica Securities, Inc. · Certified Financial Planner
- Jamie B. Ratner RichSapient Capital LLC · Certified Financial Planner
- Brent G. RattinSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael ReadyNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Jennifer H. ReidUBS Financial Services Inc. · Certified Financial Planner
- Matthew J. RiceMariner · Certified Financial Planner
- Kyle G. RiddleInvst, LLC · Certified Financial Planner
- Vern F. RoachEdward Jones · Certified Financial Planner
- Jacob M. RobertsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Michael RobertsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Christopher M. RodgersFocus Partners Wealth, LLC · Certified Financial Planner
- Thays Rodrigues CardosoFi3 Financial Advisors, LLC · Certified Financial Planner
- Nicholas M. RohrerEdward Jones · Certified Financial Planner
- Daniel A. RojasCerity Partners LLC · Certified Financial Planner
- Matthew L. RoopDeerfield · Certified Financial Planner
- Nicholas J. RosebraughBedel Financial Consulting Inc. · Certified Financial Planner
- Kevin D. RusieStrategic Advisers LLC · Certified Financial Planner
- Carrie RyanWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Mathew J. RyanBedel Financial Consulting Inc. · Certified Financial Planner
- Brian T. RykovichMariner · Certified Financial Planner
- Ahmad R. SaltagiZaki Financial LLC · Certified Financial Planner
- Michael S. SchankermanAllworth Financial, L.P. · Certified Financial Planner, Chartered Financial Consultant
- Kevin S. SchlonegerEdward Jones · Certified Financial Planner
- John K. SchmidtStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Maria A. SchusterSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Eric A. ShetterElser Financial Planning, Inc. · Certified Financial Planner
- Christopher L. ShockleyMML Investors Services, LLC · Certified Financial Planner
- Brian L. ShortFocus Partners Wealth, LLC · Certified Financial Planner
- Bradley C. SiddonsSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Matthew J. SimpsonFi3 Financial Advisors, LLC · Certified Financial Planner
- Charles R. SkinnerAn Exceptional Life Financial, LLC · Certified Financial Planner
- Karl T. SlavikFifth Third Securities, Inc. · Certified Financial Planner
- Andre SmithWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Andrew P. SmithEdelman Financial Engines · Certified Financial Planner
- Mitchell W. SmythSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Madeline G. SpeckmanMeridian Investment Advisors, Inc. · Certified Financial Planner
- Zachary T. SpringerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Thomas L. StaleyMaia Wealth · Certified Financial Planner
- Jacob D. StatzStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Susan M. SteelDeerfield · Certified Financial Planner
- Kim J. StevensonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jeremy L. StoneSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Nathan T. StoneDelta Wealth Advisors LLC · Certified Financial Planner
- Susan P. StrelowSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Catherine R. SullivanBedel Financial Consulting Inc. · Certified Financial Planner
- Patrick M. SullivanFoundational Financial Advisors, LLC · Certified Financial Planner
- Raymond M. SurenkampApollon Wealth Management, LLC · Certified Financial Planner
- Kevin D. SweetCaptrust · Certified Financial Planner
- Randall A. TarterEdward Jones · Certified Financial Planner
- Nicole D. TateOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert M. TaylorOsaic Wealth, Inc. · Certified Financial Planner
- Michael A. TheinOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Larry R. ThomasCaptrust · Certified Financial Planner
- Philip R. ThomasSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Ryan W. ThomasEdward Jones · Certified Financial Planner
- Kyle B. ThompsonMarket Street Wealth Management Advisors, LLC · Certified Financial Planner
- Colin N. ThurstonCharles Schwab & Co., Inc. · Certified Financial Planner
- Kathleen E. TranovichElser Financial Planning, Inc. · Certified Financial Planner
- Kevin W. TrislerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Kendrick M. TunstallEdward Jones · Certified Financial Planner
- Peter T. UihleinLifeworks Advisors, LLC · Certified Financial Planner
- Brian UpchurchCaptrust · Certified Financial Planner
- Robert M. VenableSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Andrew J. VerdeyenCerity Partners LLC · Certified Financial Planner
- Samuel E. WagnerWealthguides LLC · Certified Financial Planner
- Brent WalkerAllworth Financial, L.P. · Certified Financial Planner
- Marybeth WalkerMorgan Stanley · Certified Financial Planner
- Scott G. WallochMariner · Certified Financial Planner
- Jacob R. WarnerSchwab Wealth Advisory, Inc. · Certified Financial Planner
- Jeffrey L. WatsonCetera Investment Advisers LLC · Certified Financial Planner
- David S. WebbCurry Webb Wealth Management LLC · Certified Financial Planner
- David A. WebbCharles Schwab & Co., Inc. · Certified Financial Planner
- Lindsey A. WeberFocus Partners Wealth, LLC · Certified Financial Planner
- Derek S. WeedSym Financial Advisors · Certified Financial Planner
- David M. WeidmayerCommonwealth Financial Network · Certified Financial Planner
- Thomas A. WelchStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- James R. Wenglikowski IIIElser Financial Planning, Inc. · Certified Financial Planner
- Jason WenzelCetera Investment Advisers LLC · Certified Financial Planner
- Dean P. WeseliRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Holly M. WhartonNorthwest Financial Services Inc. · Certified Financial Planner
- John T. Wheeler IVCreative Planning · Certified Financial Planner
- Andrea L. WhiticanMML Investors Services, LLC · Certified Financial Planner
- Brandon S. WillettOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Aaron R. WilliamsMarket Street Wealth Management Advisors, LLC · Certified Financial Planner
- Kenneth F. Williams IICharles Schwab & Co., Inc. · Certified Financial Planner
- Stephanie S. WilsonMonon Wealth Management · Certified Financial Planner
- Lebbeus WoodsMorgan Stanley · Certified Financial Planner
- Alexis L. WoodwardBlend Wealth · Certified Financial Planner
- Timothy B. WoodwardBlend Wealth · Certified Financial Planner
- Michael E. WrightEdward Jones · Certified Financial Planner
- John P. WyandUBS Financial Services Inc. · Certified Financial Planner
- Nicole M. YankauskasAvalon Wealth Advisory, Inc. · Certified Financial Planner
- Matthew C. YeiterNorthwest Financial Services Inc. · Certified Financial Planner
- Bradley YuCaptrust · Certified Financial Planner
- Jeffrey J. YuCaptrust · Certified Financial Planner
- Michael D. ZickJ.P. Morgan Securities LLC · Certified Financial Planner
Firms with the most CFP professionals in Indianapolis
Schwab Wealth Advisory, Inc. 55Edward Jones 14Captrust 13Focus Partners Wealth, LLC 13Charles Schwab & Co., Inc. 12Bedel Financial Consulting Inc. 10Oneamerica Securities, Inc. 10Cetera Investment Advisers LLC 9MML Investors Services, LLC 9Elser Financial Planning, Inc. 7LPL Financial LLC 7Allworth Financial, L.P. 6Deerfield 6Fi3 Financial Advisors, LLC 6Stifel, Nicolaus & Company, Incorporated 6
CFP advisors in other Indiana cities
All of Indiana →Carmel 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 10Muncie 8
Questions
How many CFP financial advisors are in Indianapolis, IN?
338 SEC-registered investment adviser representatives at firm offices in Indianapolis, Indiana list the CFP designation; Schwab Wealth Advisory, Inc. employs the most of them (55).
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 Indianapolis?
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.