Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Des Moines, IA
Every SEC-registered financial advisor at a firm office in Des Moines who lists the Certified Financial Planner designation, A to Z.
40 CFP professionals work in Des Moines; the most are at Principal Securities, Inc. (7). 26 are also registered broker representatives.
CFP advisors in Des Moines, A to Z
Every advisor in Des Moines →- John D. Baergen Jr.Principal Securities, Inc. · Certified Financial Planner
- Abby R. BelvinWest Financial Advisors, L.L.C. · Certified Financial Planner
- Matthew L. BoehnkeCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Stephanie L. BollesLPL Financial LLC · Certified Financial Planner
- Tyler M. Bookin-NosbischRia Group, LLC · Certified Financial Planner
- Jeffrey M. BratzAndersen · Certified Financial Planner
- Kelli BrixCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Tyler J. CoderCompound Planning, Inc. · Certified Financial Planner, Personal Financial Specialist
- David J. CunninghamLw Advisors, L.L.C. · Certified Financial Planner
- David L. DickensPrincipal Securities, Inc. · Certified Financial Planner
- William B. ElsonLegacy Financial Group · Certified Financial Planner
- Stephen E. ForrestForrest Financial Services · Certified Financial Planner
- Patrick J. FrankeEdward Jones · Certified Financial Planner
- Isaac F. FranksCompound Planning, Inc. · Certified Financial Planner
- Kerry M. GarciaEdward Jones · Certified Financial Planner
- Bennett GreerCliftonlarsonallen Wealth Advisors, LLC · Certified Financial Planner
- David D. HarkinDes Moines Investments, LLC · Certified Financial Planner, Chartered Financial Consultant
- Connor HoganEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Brian J. HoodLegacy Financial Group · Certified Financial Planner
- Kristie L. JacksonPrincipal Securities, Inc. · Certified Financial Planner
- Michael P. JohnsonTeacher Wealth · Certified Financial Planner
- Dirk JohnstonPrincipal Advised Services · Certified Financial Planner
- Verlaine MacclementsPrincipal Securities, Inc. · Certified Financial Planner
- Joseph F. MartinPrincipal Securities, Inc. · Certified Financial Planner
- Kenneth J. MartinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Anthony J. MauroCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas H. McBride IIILegacy Financial Group · Certified Financial Planner
- Julia C. McCormickThe Wealth Consulting Group · Certified Financial Planner
- Jeanna S. NationWest Financial Advisors, L.L.C. · Certified Financial Planner
- Joshua J. NiggPrincipal Securities, Inc. · Certified Financial Planner
- Elizabeth PenningtonAtwood Financial Planning LLC · Certified Financial Planner
- Stanley E. PoormanPrincipal Advised Services · Certified Financial Planner
- Joshua C. SaboePrincipal Securities, Inc. · Certified Financial Planner
- Randy Q. SefritCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Kevin A. ShiresDmkc Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Dawn Stephens CollinsEdward Jones · Certified Financial Planner
- Jared R. SuttonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- James P. TalleyEdward Jones · Certified Financial Planner
- Andrew T. TurcottePrincipal Asset Management · Certified Financial Planner
- Laura K. WestWest Financial Advisors, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Des Moines
Principal Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5Edward Jones 5Legacy Financial Group 3West Financial Advisors, L.L.C. 3Compound Planning, Inc. 2Principal Advised Services 2Andersen 1Atwood Financial Planning LLC 1Cetera Investment Advisers LLC 1Cliftonlarsonallen Wealth Advisors, LLC 1Des Moines Investments, LLC 1Dmkc Advisory Services, LLC 1Forrest Financial Services 1LPL Financial LLC 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Dubuque 44Cedar Rapids 38Ankeny 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 Des Moines, IA?
40 SEC-registered investment adviser representatives at firm offices in Des Moines, Iowa list the CFP designation; Principal Securities, Inc. employs the most of them (7).
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 Des Moines?
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.