Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Davenport, IA
Every SEC-registered financial advisor at a firm office in Davenport who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Davenport; the most are at Edward Jones (3). 8 are also registered broker representatives.
CFP advisors in Davenport, A to Z
Every advisor in Davenport →- Robert J. Blazejewski Jr.LPL Financial LLC · Certified Financial Planner
- Justin J. BrimmerEdward Jones · Certified Financial Planner
- Ryan BrueckClearwealth · Certified Financial Planner
- Andrea M. HadjiyskiMorgan Stanley · Certified Financial Planner
- Jeremy M. HauerQuad-Cities Investment Group, LLC · Certified Financial Planner
- Shane M. HeftyMorgan Stanley · Certified Financial Planner
- Danielle HinesEdward Jones · Certified Financial Planner
- Eric M. JohannesCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joshua J. KatcherAmeriprise Financial Services, LLC · Certified Financial Planner
- Christine A. McElvaniaQuad-Cities Investment Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Paul A. SchnellEdward Jones · Certified Financial Planner
- Mark D. ThollWealthspan Partners, LLC · Certified Financial Planner
Firms with the most CFP professionals in Davenport
Edward Jones 3Morgan Stanley 2Quad-Cities Investment Group, LLC 2Ameriprise Financial Services, LLC 1Charles Schwab & Co., Inc. 1Clearwealth 1LPL Financial LLC 1Wealthspan Partners, LLC 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Ankeny 15Cedar Falls 13Bettendorf 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 Davenport, IA?
12 SEC-registered investment adviser representatives at firm offices in Davenport, Iowa list the CFP designation; Edward Jones 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 Davenport?
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.