Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Montpelier, IN

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

The short answer

1 CFP advisor work in Montpelier; the most are at Edward Jones (1). 1 are also registered broker representatives.

CFP advisors in Montpelier, A to Z

Every advisor in Montpelier →

Kimberly M. Hart-PaxsonEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in Montpelier

Edward Jones 1

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 384 Carmel 190 Fort Wayne 84 Evansville 40 Fishers 39 Kokomo 32 Granger 27 Lafayette 27 South Bend 23 Bloomington 19 Zionsville 19 Greenwood 18 Auburn 16 Columbus 16 Mishawaka 16 Noblesville 16 Elkhart 14 Crown Point 13 Valparaiso 13 Warsaw 13 Winona Lake 12 Anderson 11 Merrillville 11 Brownsburg 10

Questions

How many CFP financial advisors are in Montpelier, IN?

1 SEC-registered investment adviser representatives at firm offices in Montpelier, Indiana list the CFP designation; Edward Jones employs the most of them (1).

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 Montpelier?

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.