Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Zionsville, IN
Every SEC-registered financial advisor at a firm office in Zionsville who lists the Certified Financial Planner designation, A to Z.
The short answer
16 CFP professionals work in Zionsville; the most are at Ameriprise Financial Services, LLC (3). 8 are also registered broker representatives.
CFP advisors in Zionsville, A to Z
Every advisor in Zionsville →- Terrance R. AndersenTactical Wealth Partners · Certified Financial Planner
- Brett BrooksAmeriprise Financial Services, LLC · Certified Financial Planner
- Brian J. BrunnerWaverly Advisors, LLC · Certified Financial Planner
- Samuel A. GleavesStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Christy S. GregorySycamore Asset Management, LLC · Certified Financial Planner
- Thomas L. HardinCanterbury Investment Management, LLC · Certified Financial Planner
- Jack M. HarlosStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Robert E. HaymondAmeriprise Financial Services, LLC · Certified Financial Planner
- David C. HobbsHobbs Wealth Management · Certified Financial Planner
- Mark G. OlsenTeeple Snyder Newsome Wealth & Tax Management · Certified Financial Planner
- Jack R. Perry Jr.LPL Financial LLC · Certified Financial Planner
- Alex ShrewsburyEdward Jones · Certified Financial Planner
- Arthur J. Timpe IIITimpe & Timpe Financial Advisory Services, L.L.C. · Certified Financial Planner
- Michael D. WagnerRaymond James & Associates, Inc. · Certified Financial Planner
- M C. WarrenWealth Advisory Solutions, LLC · Certified Financial Planner
- Brockton M. YoderAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Zionsville
Ameriprise Financial Services, LLC 3Stifel, Nicolaus & Company, Incorporated 2Canterbury Investment Management, LLC 1Edward Jones 1Hobbs Wealth Management 1LPL Financial LLC 1Raymond James & Associates, Inc. 1Sycamore Asset Management, LLC 1Tactical Wealth Partners 1Teeple Snyder Newsome Wealth & Tax Management 1Timpe & Timpe Financial Advisory Services, L.L.C. 1Waverly Advisors, LLC 1Wealth Advisory Solutions, LLC 1
CFP advisors in other Indiana cities
All of Indiana →Indianapolis 338Carmel 171Fort Wayne 73Evansville 34Fishers 34Kokomo 30Granger 25Lafayette 21South Bend 20Bloomington 19Greenwood 16Noblesville 16Columbus 15Mishawaka 15Auburn 14Elkhart 12Valparaiso 12Crown Point 11Merrillville 11Warsaw 11Winona Lake 11Brownsburg 10Jeffersonville 10Muncie 8
Questions
How many CFP financial advisors are in Zionsville, IN?
16 SEC-registered investment adviser representatives at firm offices in Zionsville, Indiana list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (3).
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 Zionsville?
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.