Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Mount Vernon, IN
Every SEC-registered financial advisor at a firm office in Mount Vernon who lists the Certified Financial Planner designation, A to Z.
1 CFP advisor work in Mount Vernon; the most are at The Other 90 Financial, LLC (1). 0 are also registered broker representatives.
CFP advisors in Mount Vernon, A to Z
Every advisor in Mount Vernon →- David R. DoddThe Other 90 Financial, LLC · Certified Financial Planner
Firms with the most CFP professionals in Mount Vernon
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 11Merrillville 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10
Questions
How many CFP financial advisors are in Mount Vernon, IN?
1 SEC-registered investment adviser representatives at firm offices in Mount Vernon, Indiana list the CFP designation; The Other 90 Financial, LLC 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 Mount Vernon?
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.