Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in North Manchester, IN
Every SEC-registered financial advisor at a firm office in North Manchester who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in North Manchester; the most are at Edward Jones (1). 1 are also registered broker representatives.
CFP advisors in North Manchester, A to Z
Every advisor in North Manchester →- Sandra K. AtkinsonEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in North Manchester
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 347Carmel 173Fort Wayne 70Evansville 34Fishers 28Kokomo 28Granger 25Lafayette 22South Bend 21Bloomington 20Auburn 19Columbus 16Mishawaka 16Zionsville 16Elkhart 13Greenwood 13Noblesville 13Valparaiso 12Warsaw 12Merrillville 11Winona Lake 11Crown Point 10Brownsburg 9Westfield 9
Questions
How many CFP financial advisors are in North Manchester, IN?
1 SEC-registered investment adviser representatives at firm offices in North Manchester, 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 North Manchester?
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.