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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cedar Falls, IA

Every SEC-registered financial advisor at a firm office in Cedar Falls who lists the Certified Financial Planner designation, A to Z.

13 CFP professionals work in Cedar Falls; the most are at Ameriprise Financial Services, LLC (5). 10 are also registered broker representatives.

CFP advisors in Cedar Falls, A to Z

Every advisor in Cedar Falls →
  • Jordan D. AlbornAmeriprise Financial Services, LLC · Certified Financial Planner
  • Hunter K. BellAmeriprise Financial Services, LLC · Certified Financial Planner
  • Mathew D. DriscollPrincipal Securities, Inc. · Certified Financial Planner
  • Colin EganAmeriprise Financial Services, LLC · Certified Financial Planner
  • Cindy S. GleasonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matthew HalversonAmeriprise Financial Services, LLC · Certified Financial Planner
  • Karla R. HoppesCedar Valley Wealth Advisors · Certified Financial Planner
  • Mark D. McCombsAmeriprise Financial Services, LLC · Certified Financial Planner
  • Joyce J. OaksCommonwealth Financial Network · Certified Financial Planner
  • Tony R. PattersonMML Investors Services, LLC · Certified Financial Planner
  • Casey J. RedmondIgnite Financial · Certified Financial Planner
  • Jacob L. StalderNavigate Financial Planning LLC · Certified Financial Planner
  • Scott B. WirtzWealth Enhancement Advisory Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Cedar Falls

Ameriprise Financial Services, LLC 5Cedar Valley Wealth Advisors 1Commonwealth Financial Network 1Ignite Financial 1LPL Financial LLC 1MML Investors Services, LLC 1Navigate Financial Planning LLC 1Origin Investment Advisory LLC 1Principal Securities, Inc. 1Wealth Enhancement Advisory Services, LLC 1

CFP advisors in other Iowa cities

All of Iowa →

West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Ankeny 15Davenport 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 Cedar Falls, IA?

13 SEC-registered investment adviser representatives at firm offices in Cedar Falls, Iowa list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (5).

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 Cedar Falls?

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.