Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in South Bend, IN
Every SEC-registered financial advisor at a firm office in South Bend who lists the Certified Financial Planner designation, A to Z.
20 CFP professionals work in South Bend; the most are at Edward Jones (4). 13 are also registered broker representatives.
CFP advisors in South Bend, A to Z
Every advisor in South Bend →- Michael R. AnthonyGolden Years Financial Advisors, Inc. · Certified Financial Planner
- Joseph A. CatanzariteHarbour Investments, Inc. · Certified Financial Planner
- Matthew CottonLPL Financial LLC · Certified Financial Planner
- Joseph J. Cramer Jr.Cetera Investment Advisers LLC · Certified Financial Planner
- Daniel E. GrypLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Tim R. HuberOsaic Wealth, Inc. · Certified Financial Planner
- Jonathan E. KintnerEdward Jones · Certified Financial Planner
- Ryan A. KoselakKestrel Wealth Management, LLC · Certified Financial Planner
- Rakesh MehtaMehta Money, LLC · Certified Financial Planner
- Bernard E. Packard IIRaymond James & Associates, Inc. · Certified Financial Planner
- Leo E. PriemerEdward Jones · Certified Financial Planner
- Christin J. RoseCetera Investment Advisers LLC · Certified Financial Planner
- James A. SawdonWalter Keenan Wealth Management · Certified Financial Planner
- Marlin F. SchmidtCreative Financial Planning Advisors, Inc. · Certified Financial Planner
- Ronald A. SilvermanCreative Financial Planning Advisors, Inc. · Certified Financial Planner
- Shawn M. StevensEdward Jones · Certified Financial Planner
- William C. StraffordLPL Financial LLC · Certified Financial Planner
- Tanner M. WatsonWalter Keenan Wealth Management · Certified Financial Planner
- Brian WesterhoffStrategic Advisers LLC · Certified Financial Planner
- Eric B. YtterbergEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in South Bend
Edward Jones 4LPL Financial LLC 3Cetera Investment Advisers LLC 2Creative Financial Planning Advisors, Inc. 2Walter Keenan Wealth Management 2Golden Years Financial Advisors, Inc. 1Harbour Investments, Inc. 1Kestrel Wealth Management, LLC 1Mehta Money, LLC 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1Strategic Advisers LLC 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25Lafayette 21Bloomington 19Greenwood 16Noblesville 16Zionsville 16Columbus 15Mishawaka 15Auburn 14Elkhart 12Valparaiso 12Crown Point 11Merrillville 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in South Bend, IN?
20 SEC-registered investment adviser representatives at firm offices in South Bend, Indiana list the CFP designation; Edward Jones employs the most of them (4).
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 South Bend?
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.