Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Jeffersonville, IN
Every SEC-registered financial advisor at a firm office in Jeffersonville who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Jeffersonville; the most are at Edward Jones (5). 9 are also registered broker representatives.
CFP advisors in Jeffersonville, A to Z
Every advisor in Jeffersonville →- Sarah P. BlackEdward Jones · Certified Financial Planner
- Prince L. ChenouPlc Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
- Brian D. HaehlAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Amanda D. JanssenOsaic Wealth, Inc. · Certified Financial Planner
- Todd E. KlinglesmithEdward Jones · Certified Financial Planner
- Rebecca M. KonkleEdward Jones · Certified Financial Planner
- Nicholas OakesEdward Jones · Certified Financial Planner
- Antonio M. PalazzoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey K. SchrinerLPL Financial LLC · Certified Financial Planner
- Jeremy M. SicklesIndependent Financial Partners · Certified Financial Planner
Firms with the most CFP professionals in Jeffersonville
Edward Jones 5Ameriprise Financial Services, LLC 1Independent Financial Partners 1LPL Financial LLC 1Osaic Wealth, Inc. 1Plc Wealth Partners 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 10Muncie 8
Questions
How many CFP financial advisors are in Jeffersonville, IN?
10 SEC-registered investment adviser representatives at firm offices in Jeffersonville, Indiana list the CFP designation; Edward Jones 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 Jeffersonville?
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.