Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kokomo, IN
Every SEC-registered financial advisor at a firm office in Kokomo who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Kokomo; the most are at Creative Financial Designs, Inc. (18). 23 are also registered broker representatives.
CFP advisors in Kokomo, A to Z
Every advisor in Kokomo →- Orrie C. AugsburgerCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas E. BeachyCreative Financial Designs, Inc. · Certified Financial Planner
- Blake W. BrutusSmith Financial · Certified Financial Planner
- Christopher M. BuxtonCreative Financial Designs, Inc. · Certified Financial Planner
- Edward F. CampCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- William J. CardwellGettings Busch Wealth Management · Certified Financial Planner
- Caleb A. ClarkCreative Financial Designs, Inc. · Certified Financial Planner
- Jennifer N. ColeEdward Jones · Certified Financial Planner
- Andrew M. DrufkeCreative Financial Designs, Inc. · Certified Financial Planner
- Alexandra D. DurhamAusdal Financial Partners, Inc. · Certified Financial Planner
- Austin EnglandCreative Financial Designs, Inc. · Certified Financial Planner
- Adam FullenkampCreative Financial Designs, Inc. · Certified Financial Planner
- Kyle B. GlennCreative Financial Designs, Inc. · Certified Financial Planner
- William L. GrossmanCreative Financial Designs, Inc. · Certified Financial Planner
- James A. GuyotCreative Financial Designs, Inc. · Certified Financial Planner
- Jeffrey R. HughesEdward Jones · Certified Financial Planner
- Christopher C. HullCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jason M. KendallOsaic Wealth, Inc. · Certified Financial Planner
- David KurschatCreative Financial Designs, Inc. · Certified Financial Planner
- Scott W. LucasCreative Financial Designs, Inc. · Certified Financial Planner
- Ryan D. OllarCreative Financial Designs, Inc. · Certified Financial Planner
- Mickey L. OwensCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Pietro J. PassalacquaCreative Financial Designs, Inc. · Certified Financial Planner
- Otto E. RayCreative Financial Designs, Inc. · Certified Financial Planner
- Lawrence D. RollandRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Andrew W. RollerIndependent Advisor Alliance, LLC · Certified Financial Planner
- Allison T. RumschikSycamore Financial Group · Certified Financial Planner
- Santos G. Salinas IIIEdward Jones · Certified Financial Planner
- Craig A. SmithSycamore Financial Group · Certified Financial Planner
- William E. SnowOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Kokomo
Creative Financial Designs, Inc. 18Edward Jones 3Osaic Wealth, Inc. 2Sycamore Financial Group 2Ausdal Financial Partners, Inc. 1Gettings Busch Wealth Management 1Independent Advisor Alliance, LLC 1Raymond James Financial Services Advisors, Inc. 1Smith Financial 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Granger 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 Kokomo, IN?
30 SEC-registered investment adviser representatives at firm offices in Kokomo, Indiana list the CFP designation; Creative Financial Designs, Inc. employs the most of them (18).
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 Kokomo?
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.