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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Cedar Rapids, IA

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

38 CFP professionals work in Cedar Rapids; the most are at Basepoint Wealth, LLC (6). 25 are also registered broker representatives.

CFP advisors in Cedar Rapids, A to Z

Every advisor in Cedar Rapids →
  • Devon K. AlberLPL Financial LLC · Certified Financial Planner
  • Gerald K. AskRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Zach R. BardenSavant Wealth Management · Certified Financial Planner
  • Janet R. BealCetera Investment Advisers LLC · Certified Financial Planner
  • Brian S. BrandtCommonwealth Financial Network · Certified Financial Planner
  • Jeffrey C. BusbeeBusbee Wealth Advisors LLC · Certified Financial Planner
  • Scott M. CooleyBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jason DavisEdward Jones · Certified Financial Planner
  • Brian DoughneyNations Financial Group, Inc. · Certified Financial Planner, Chartered Financial Analyst
  • Chad B. FriedmanNations Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Chad L. GammonCustom Fit Financial · Certified Financial Planner
  • Stephen T. GreggTransamerica Financial Advisors, LLC · Certified Financial Planner
  • Scott A. HumeBfc Planning, Inc. · Certified Financial Planner
  • Alex J. JensenCwm, LLC · Certified Financial Planner
  • Bryan J. KnudsonBasepoint Wealth, LLC · Certified Financial Planner
  • Maureen B. KozakNations Financial Group, Inc. · Certified Financial Planner
  • Kelly A. KunstBfc Planning, Inc. · Certified Financial Planner
  • Bert W. McClintockCommonwealth Financial Network · Certified Financial Planner
  • Jamie W. McDonaldNations Financial Group, Inc. · Certified Financial Planner
  • Tara L. McDonaldBfc Planning, Inc. · Certified Financial Planner
  • Robert R. MilbrathEdward Jones · Certified Financial Planner
  • Ryan T. RaderEdward Jones · Certified Financial Planner
  • Mary E. RinehartTransamerica Retirement Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joena RussellNations Financial Group, Inc. · Certified Financial Planner
  • Kirk A. SadilekBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert C. Seamans IIINations Financial Group, Inc. · Certified Financial Planner
  • Jason G. SmithBfc Planning, Inc. · Certified Financial Planner
  • David M. SpanierCommonwealth Financial Network · Certified Financial Planner
  • Kelly M. StobbWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas J. TimmCedar Point Capital Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Trent L. Von AhsenCedar Point Capital Partners, LLC · Certified Financial Planner
  • Kathryn M. WallaceBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rebecca J. WarrenBfc Planning, Inc. · Certified Financial Planner
  • Ryan R. WatermillerBasepoint Wealth, LLC · Certified Financial Planner
  • Landis T. WileyBasepoint Wealth, LLC · Certified Financial Planner
  • Lawrence W. WitzelCommonwealth Financial Network · Certified Financial Planner
  • Jamie L. YeisleyCwm, LLC · Certified Financial Planner
  • Kyle B. ZimmermanCetera Investment Advisers LLC · Certified Financial Planner

Firms with the most CFP professionals in Cedar Rapids

Basepoint Wealth, LLC 6Nations Financial Group, Inc. 6Bfc Planning, Inc. 5Commonwealth Financial Network 4Edward Jones 3Cedar Point Capital Partners, LLC 2Cetera Investment Advisers LLC 2Cwm, LLC 2Busbee Wealth Advisors LLC 1Custom Fit Financial 1LPL Financial LLC 1Raymond James Financial Services Advisors, Inc. 1Savant Wealth Management 1Transamerica Financial Advisors, LLC 1Transamerica Retirement Advisors, LLC 1

CFP advisors in other Iowa cities

All of Iowa →

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

38 SEC-registered investment adviser representatives at firm offices in Cedar Rapids, Iowa list the CFP designation; Basepoint Wealth, LLC 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 Cedar Rapids?

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.