Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Warsaw, IN
Every SEC-registered financial advisor at a firm office in Warsaw who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Warsaw; the most are at Edward Jones (5). 9 are also registered broker representatives.
CFP advisors in Warsaw, A to Z
Every advisor in Warsaw →- Alan S. AlderferBeacon Pointe Advisors, LLC · Certified Financial Planner
- Justin A. ElliottEdward Jones · Certified Financial Planner
- Jason B. EllisEdward Jones · Certified Financial Planner
- Jefferson R. HankinsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jennifer S. KingstonAmeriprise Financial Services, LLC · Certified Financial Planner
- Jerry W. Koontz Jr.Edward Jones · Certified Financial Planner
- Bradley K. SkilesLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Brandon S. StewartEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Parker L. StewartBeacon Pointe Advisors, LLC · Certified Financial Planner
- Brock A. TidballEdward Jones · Certified Financial Planner
- David L. ZachrichSpc · Certified Financial Planner
Firms with the most CFP professionals in Warsaw
Edward Jones 5Beacon Pointe Advisors, LLC 2Ameriprise Financial Services, LLC 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Spc 1
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 11Winona Lake 11Brownsburg 10Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in Warsaw, IN?
11 SEC-registered investment adviser representatives at firm offices in Warsaw, Indiana list the CFP designation; Edward Jones employs the most of them (5).
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 Warsaw?
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.