Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in New Haven, IN

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

4 CFP professionals work in New Haven; the most are at Edward Jones (3). 3 are also registered broker representatives.

CFP advisors in New Haven, A to Z

Every advisor in New Haven →

Robert D. Anweiler Jr.Anweiler Financial Management, LLC · Certified Financial Planner
Brian D. ClayEdward Jones · Certified Financial Planner
Bryan J. EakleEdward Jones · Certified Financial Planner
Parker D. WattsEdward Jones · Certified Financial Planner

Firms with the most CFP professionals in New Haven

Edward Jones 3 Anweiler Financial Management, LLC 1

CFP advisors in other Indiana cities

All of Indiana →

Indianapolis 338 Carmel 171 Fort Wayne 73 Evansville 34 Fishers 34 Kokomo 30 Granger 25 Lafayette 21 South Bend 20 Bloomington 19 Greenwood 16 Noblesville 16 Zionsville 16 Columbus 15 Mishawaka 15 Auburn 14 Elkhart 12 Valparaiso 12 Crown Point 11 Merrillville 11 Warsaw 11 Winona Lake 11 Brownsburg 10 Jeffersonville 10

Questions

How many CFP financial advisors are in New Haven, IN?

4 SEC-registered investment adviser representatives at firm offices in New Haven, Indiana list the CFP designation; Edward Jones 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 New Haven?

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.