Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ames, IA
Every SEC-registered financial advisor at a firm office in Ames who lists the Certified Financial Planner designation, A to Z.
9 CFP professionals work in Ames; the most are at Edward Jones (4). 8 are also registered broker representatives.
CFP advisors in Ames, A to Z
Every advisor in Ames →- Kacy P. BassClarity Asset Management, Inc. · Certified Financial Planner
- Eric BryanEdward Jones · Certified Financial Planner
- Jonathan N. CloseEdward Jones · Certified Financial Planner
- Richard J. KeelingAmeriprise Financial Services, LLC · Certified Financial Planner
- Christine M. KorteAmeriprise Financial Services, LLC · Certified Financial Planner
- Shelley K. MagnaniLPL Financial LLC · Certified Financial Planner
- Cody MolacekNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Kimberly K. RenkEdward Jones · Certified Financial Planner
- Josiah SoderstrumEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Ames
Edward Jones 4Ameriprise Financial Services, LLC 2Clarity Asset Management, Inc. 1LPL Financial LLC 1Northwestern Mutual Investment Services, LLC 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Ankeny 15Cedar Falls 13Davenport 12Bettendorf 11Johnston 11Waterloo 11Clive 10Coralville 10Pella 8Spencer 8Decorah 7Fairfield 7Hiawatha 7Carroll 6Iowa City 6Sioux Center 5Boone 4Charles City 4Council Bluffs 4
Questions
How many CFP financial advisors are in Ames, IA?
9 SEC-registered investment adviser representatives at firm offices in Ames, Iowa list the CFP designation; Edward Jones employs the most of them (4).
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 Ames?
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.