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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Iowa

Every SEC-registered financial advisor in Iowa who lists the Certified Financial Planner designation, by city.

585 CFP professionals work in Iowa; the most are in West Des Moines (113).

Cities in Iowa with CFP professionals

Every advisor in Iowa →

West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Ankeny 15Cedar Falls 13Davenport 12Bettendorf 11Johnston 11Waterloo 11Clive 10Coralville 10Ames 9Pella 8Spencer 8Decorah 7Fairfield 7Hiawatha 7Carroll 6Iowa City 6Sioux Center 5Boone 4Charles City 4Council Bluffs 4Fort Dodge 4Independence 4Iowa Falls 4Marion 4Sioux City 4Atlantic 3Burlington 3Clinton 3Huxley 3Mason City 3Norwalk 3Waverly 3Windsor Heights 3

61 smaller places with one or two CFP professionals are in the advisor search.

CFP advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFP financial advisors are in Iowa?

585 SEC-registered investment adviser representatives in Iowa list the CFP designation; the most work in West Des Moines (113).

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.

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.