Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mishawaka, IN
Every SEC-registered financial advisor at a firm office in Mishawaka who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Mishawaka; the most are at Sym Financial Advisors (3). 11 are also registered broker representatives.
CFP advisors in Mishawaka, A to Z
Every advisor in Mishawaka →- Tyler A. BollaHilltop Wealth & Tax Solutions · Certified Financial Planner
- Erik W. BrennerHilltop Wealth & Tax Solutions · Certified Financial Planner
- Jonathan W. CisnaD.A. Davidson & Co. · Certified Financial Planner
- David B. Graham Jr.Morgan Stanley · Certified Financial Planner
- Grant A. HagemanAmeritas Advisory Services, LLC · Certified Financial Planner
- Samantha J. HengenRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Michael K. JonesAmeriprise Financial Services, LLC · Certified Financial Planner
- Jennifer M. KeckOsaic Wealth, Inc. · Certified Financial Planner
- Joel A. LaidigEdward Jones · Certified Financial Planner
- Mitchell PatzerThurston Springer Advisors · Certified Financial Planner
- Thomas PolaskiAmeriprise Financial Services, LLC · Certified Financial Planner
- Octavian T. SayumweSym Financial Advisors · Certified Financial Planner
- Jonathan T. SlocumSym Financial Advisors · Certified Financial Planner
- Evan T. StarkSym Financial Advisors · Certified Financial Planner
- Jennifer S. WagnerowskiEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Mishawaka
Sym Financial Advisors 3Ameriprise Financial Services, LLC 2Edward Jones 2Hilltop Wealth & Tax Solutions 2Ameritas Advisory Services, LLC 1D.A. Davidson & Co. 1Morgan Stanley 1Osaic Wealth, Inc. 1Robert W. Baird & Co. Incorporated 1Thurston Springer Advisors 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 15Auburn 14Elkhart 12Valparaiso 12Crown Point 11Merrillville 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in Mishawaka, IN?
15 SEC-registered investment adviser representatives at firm offices in Mishawaka, Indiana list the CFP designation; Sym Financial Advisors employs the most of them (3).
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 Mishawaka?
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.