Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Dubuque, IA
Every SEC-registered financial advisor at a firm office in Dubuque who lists the Certified Financial Planner designation, A to Z.
44 CFP professionals work in Dubuque; the most are at Cetera Planning Partners (10). 24 are also registered broker representatives.
CFP advisors in Dubuque, A to Z
Every advisor in Dubuque →- Marsha M. AbbottEdward Jones · Certified Financial Planner
- Timothy AugustineCetera Investment Advisers LLC · Certified Financial Planner
- Christopher H. BakerCetera Planning Partners · Certified Financial Planner
- Terry J. BelkenLPL Financial LLC · Certified Financial Planner
- Logan BenStackstone Wealth, LLC · Certified Financial Planner
- Joseph C. BernardiNations Financial Group, Inc. · Certified Financial Planner
- Cheryl A. BiermannAmeriprise Financial Services, LLC · Certified Financial Planner
- Nicholas J. BishopCetera Planning Partners · Certified Financial Planner
- April R. BlasenStackstone Wealth, LLC · Certified Financial Planner
- Christopher M. BoxleiterSteele Capital Management, Inc. · Certified Financial Planner
- Gregory C. BurbachFriday Financial · Certified Financial Planner
- Thomas CaseyLPL Financial LLC · Certified Financial Planner
- Matthew CashCetera Planning Partners · Certified Financial Planner
- Anthony J. FuryOsaic Wealth, Inc. · Certified Financial Planner
- Laura M. GillenCetera Planning Partners · Certified Financial Planner
- Taylor F. HerbstCetera Planning Partners · Certified Financial Planner
- Ericson P. HilbunLPL Financial LLC · Certified Financial Planner
- Christina A. HoffmannFriday Financial · Certified Financial Planner
- Ryan KeatingStackstone Wealth, LLC · Certified Financial Planner
- Nicholas R. KruseCetera Planning Partners · Certified Financial Planner
- Dylan M. LangeFriday Financial · Certified Financial Planner
- Robert E. Lee Jr.Nations Financial Group, Inc. · Certified Financial Planner
- Joseph A. LeibfriedStackstone Wealth, LLC · Certified Financial Planner
- Bradley LewisSteele Capital Management, Inc. · Certified Financial Planner
- Roy C. LinesUmb Financial Services, Inc. · Certified Financial Planner
- Brittany L. LoeffelholzRichmond Investment Services LLC · Certified Financial Planner
- Kurtis A. MartinFriday Financial · Certified Financial Planner
- Suzan M. Martin-HallahanLPL Financial LLC · Certified Financial Planner
- Eric MayMariner Independent · Certified Financial Planner
- Sharon M. MeyerEdward Jones · Certified Financial Planner
- Michael W. MontagOsaic Wealth, Inc. · Certified Financial Planner, Personal Financial Specialist
- Hannah C. MooreIndependent Financial Partners · Certified Financial Planner
- Mitchell PreglerCetera Planning Partners · Certified Financial Planner
- Adam J. RangCetera Planning Partners · Certified Financial Planner
- Adam R. ReischFriday Financial · Certified Financial Planner
- Neal RobinsonCetera Planning Partners · Certified Financial Planner
- Justin SchultzSteele Capital Management, Inc. · Certified Financial Planner
- Nicholas P. SmithSteele Capital Management, Inc. · Certified Financial Planner
- Kevin R. StevensCetera Investment Advisers LLC · Certified Financial Planner
- Regan M. TakesMariner Independent · Certified Financial Planner
- Katie J. ThomasFriday Financial · Certified Financial Planner
- Trevor ThomasCetera Planning Partners · Certified Financial Planner
- Andrew D. WattsAvantax Planning Partners, Inc. · Certified Financial Planner
- Ricky J. WinslowStackstone Wealth, LLC · Certified Financial Planner
Firms with the most CFP professionals in Dubuque
Cetera Planning Partners 10Friday Financial 6Stackstone Wealth, LLC 5Cetera Investment Advisers LLC 4LPL Financial LLC 4Steele Capital Management, Inc. 4Edward Jones 2Mariner Independent 2Nations Financial Group, Inc. 2Osaic Wealth, Inc. 2Ameriprise Financial Services, LLC 1Avantax Planning Partners, Inc. 1Independent Financial Partners 1Richmond Investment Services LLC 1Umb Financial Services, Inc. 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Des Moines 40Cedar 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 Dubuque, IA?
44 SEC-registered investment adviser representatives at firm offices in Dubuque, Iowa list the CFP designation; Cetera Planning Partners employs the most of them (10).
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 Dubuque?
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.