Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Westfield, IN
Every SEC-registered financial advisor at a firm office in Westfield who lists the Certified Financial Planner designation, A to Z.
7 CFP professionals work in Westfield; the most are at Integrated Planning & Wealth Management, LLC (2). 2 are also registered broker representatives.
CFP advisors in Westfield, A to Z
Every advisor in Westfield →- Brenda K. BaierFiduciary Financial Advisors · Certified Financial Planner
- John R. BohnsackIntegrated Planning & Wealth Management, LLC · Certified Financial Planner
- Mia L. CardwellRockefeller Capital Management · Certified Financial Planner
- Adam F. CmejlaIntegrated Planning & Wealth Management, LLC · Certified Financial Planner
- Vernon D. Isaacs IIIEdward Jones · Certified Financial Planner
- Michael B. ReynoldsElevation Financial LLC · Certified Financial Planner
- Matthew B. UlsasCorient · Certified Financial Planner
Firms with the most CFP professionals in Westfield
Integrated Planning & Wealth Management, LLC 2Corient 1Edward Jones 1Elevation Financial LLC 1Fiduciary Financial Advisors 1Rockefeller Capital Management 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 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10
Questions
How many CFP financial advisors are in Westfield, IN?
7 SEC-registered investment adviser representatives at firm offices in Westfield, Indiana list the CFP designation; Integrated Planning & Wealth Management, LLC employs the most of them (2).
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 Westfield?
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.