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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Merrillville, IN

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

11 CFP professionals work in Merrillville; the most are at Waverly Advisors, LLC (4). 7 are also registered broker representatives.

CFP advisors in Merrillville, A to Z

Every advisor in Merrillville →
  • Kevin M. BabcockCetera Investment Advisers LLC · Certified Financial Planner
  • Christopher W. DiltsMML Investors Services, LLC · Certified Financial Planner
  • Marijo DluzakOsaic Wealth, Inc. · Certified Financial Planner
  • Chad E. HassingerWaverly Advisors, LLC · Certified Financial Planner
  • Doug J. HooverWaverly Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Tom LozanoskiAmeriprise Financial Services, LLC · Certified Financial Planner
  • Pamela A. MartinWaverly Advisors, LLC · Certified Financial Planner
  • Allison B. MulderAmeriprise Financial Services, LLC · Certified Financial Planner
  • James W. PellerMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
  • Jennifer S. RyanWaverly Advisors, LLC · Certified Financial Planner
  • Jason R. ToppAmeriprise Financial Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Merrillville

Waverly Advisors, LLC 4Ameriprise Financial Services, LLC 3Cetera Investment Advisers LLC 1MML Investors Services, LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Osaic Wealth, Inc. 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 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10Muncie 8

Questions

How many CFP financial advisors are in Merrillville, IN?

11 SEC-registered investment adviser representatives at firm offices in Merrillville, Indiana list the CFP designation; Waverly Advisors, LLC employs the most of them (4).

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 Merrillville?

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.