Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bettendorf, IA
Every SEC-registered financial advisor at a firm office in Bettendorf who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Bettendorf; the most are at Raymond James Financial Services Advisors, Inc. (3). 8 are also registered broker representatives.
CFP advisors in Bettendorf, A to Z
Every advisor in Bettendorf →- Anthony C. CarpitaUnited Capital Financial Advisors · Certified Financial Planner
- Benjamin R. CoonEdward Jones · Certified Financial Planner
- David W. ElizondoTfp Management, LLC · Certified Financial Planner
- Jason M. FolsomPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ethan R. GoodNikulski Financial, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Samantha K. HartRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ryan P. JenningsRBC Capital Markets, LLC · Certified Financial Planner
- Brian J. NikulskiNikulski Financial, Inc. · Certified Financial Planner
- John R. PavelkaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David F. PooleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Merriam J. RinkAusdal Financial Partners, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Bettendorf
Raymond James Financial Services Advisors, Inc. 3Nikulski Financial, Inc. 2Ausdal Financial Partners, Inc. 1Edward Jones 1Principal Securities, Inc. 1RBC Capital Markets, LLC 1Tfp Management, LLC 1United Capital Financial Advisors 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Ankeny 15Cedar Falls 13Davenport 12Johnston 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 Bettendorf, IA?
11 SEC-registered investment adviser representatives at firm offices in Bettendorf, Iowa list the CFP designation; Raymond James Financial Services Advisors, Inc. 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 Bettendorf?
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.