Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Winona Lake, IN
Every SEC-registered financial advisor at a firm office in Winona Lake who lists the Certified Financial Planner designation, A to Z.
The short answer
11 CFP professionals work in Winona Lake; the most are at Sym Financial Advisors (9). 2 are also registered broker representatives.
CFP advisors in Winona Lake, A to Z
Every advisor in Winona Lake →- Keith A. BeersSym Financial Advisors · Certified Financial Planner
- Jessica M. BrickerLPL Financial LLC · Certified Financial Planner
- Sarah L. DelahantySym Financial Advisors · Certified Financial Planner
- Bradley S. DulingSym Financial Advisors · Certified Financial Planner
- Michelle M. HipskindSym Financial Advisors · Certified Financial Planner
- Janae D. O'RourkeSym Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Tyler D. SnoverSym Financial Advisors · Certified Financial Planner
- Benjamin K. StreeterSym Financial Advisors · Certified Financial Planner
- Brian E. SwinehartSym Financial Advisors · Certified Financial Planner
- Scott D. ThiemeEdward Jones · Certified Financial Planner
- Gabriella D. TuckerSym Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in Winona Lake
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 11Brownsburg 10Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in Winona Lake, IN?
11 SEC-registered investment adviser representatives at firm offices in Winona Lake, Indiana list the CFP designation; Sym Financial Advisors employs the most of them (9).
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 Winona Lake?
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.