Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ankeny, IA
Every SEC-registered financial advisor at a firm office in Ankeny who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Ankeny; the most are at Edward Jones (6). 8 are also registered broker representatives.
CFP advisors in Ankeny, A to Z
Every advisor in Ankeny →- Jakeb C. BakkenEdward Jones · Certified Financial Planner
- Justin M. BjerkeEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Luke A. BoydEdward Jones · Certified Financial Planner
- Clay BudachCustom Wealth Planners · Certified Financial Planner
- Tyler P. ConleyXypn Sapphire · Certified Financial Planner
- Ryleah L. CrossEdward Jones · Certified Financial Planner
- Matthew S. FordBlackoak Advisors LLC · Certified Financial Planner, Chartered Financial Analyst
- Maria HackettLPL Financial LLC · Certified Financial Planner
- Stoy T. HallBlack Mammoth LLC · Certified Financial Planner
- Brandt R. HockmanEdward Jones · Certified Financial Planner
- David L. JohnsonEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Stacey S. KoeppenEdward Jones · Certified Financial Planner
- Michael J. MurkinsLexaurum Advisors · Certified Financial Planner
- Alexander J. SavageSavage Wealth Advisors · Certified Financial Planner
- Christopher J. WinandInvesco Advisers, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Ankeny
Edward Jones 6Black Mammoth LLC 1Blackoak Advisors LLC 1Custom Wealth Planners 1Eagle Strategies LLC 1Invesco Advisers, Inc. 1LPL Financial LLC 1Lexaurum Advisors 1Savage Wealth Advisors 1Xypn Sapphire 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Cedar Falls 13Davenport 12Bettendorf 11Johnston 11Waterloo 11Clive 10Coralville 10Ames 9Pella 8Spencer 8Decorah 7Fairfield 7Hiawatha 7Carroll 6Iowa City 6Sioux Center 5Boone 4Charles City 4Council Bluffs 4
Questions
How many CFP financial advisors are in Ankeny, IA?
15 SEC-registered investment adviser representatives at firm offices in Ankeny, Iowa list the CFP designation; Edward Jones employs the most of them (6).
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 Ankeny?
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.