Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lafayette, IN
Every SEC-registered financial advisor at a firm office in Lafayette who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Lafayette; the most are at Edward Jones (10). 15 are also registered broker representatives.
CFP advisors in Lafayette, A to Z
Every advisor in Lafayette →- Stephen J. BarrettWaverly Advisors, LLC · Certified Financial Planner
- Amanda S. BarthelemyAmeriprise Financial Services, LLC · Certified Financial Planner
- Sherri R. BeaboutCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Justin R. ColemanEdward Jones · Certified Financial Planner
- William P. GettingsGettings Busch Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Elliot J. HartjeEdward Jones · Certified Financial Planner
- Matthew D. HaskettEdward Jones · Certified Financial Planner
- Tyler IsgriggEdward Jones · Certified Financial Planner
- Stephen P. KavoisLPL Financial LLC · Certified Financial Planner
- Cody LachnerNext Adventure Financial LLC · Certified Financial Planner
- James T. MacdonaldGettings Busch Wealth Management · Certified Financial Planner
- Karissa N. MooneyEdward Jones · Certified Financial Planner
- James T. PechinMcLaughlin Asset Management, Inc. · Certified Financial Planner
- Jessica E. RebmannCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Erik W. RoeEdward Jones · Certified Financial Planner
- Jennifer C. RussellEdward Jones · Certified Financial Planner
- Luke A. RutanEdward Jones · Certified Financial Planner
- James D. SchlueterEdward Jones · Certified Financial Planner
- Alek B. StevensEdward Jones · Certified Financial Planner
- Daniel A. SuiterThe Schamber Group, Inc. · Certified Financial Planner
- David C. VorbeckAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Lafayette
Edward Jones 10Ameriprise Financial Services, LLC 2Cambridge Investment Research Advisors, Inc. 2Gettings Busch Wealth Management 2LPL Financial LLC 1McLaughlin Asset Management, Inc. 1Next Adventure Financial LLC 1The Schamber Group, Inc. 1Waverly Advisors, LLC 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25South 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 Lafayette, IN?
21 SEC-registered investment adviser representatives at firm offices in Lafayette, Indiana list the CFP designation; Edward Jones employs the most of them (10).
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 Lafayette?
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.