Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Iowa Falls, IA

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

4 CFP professionals work in Iowa Falls; the most are at Edward Jones (4). 4 are also registered broker representatives.

CFP advisors in Iowa Falls, A to Z

Every advisor in Iowa Falls →

Brock M. JacobsonEdward Jones · Certified Financial Planner
Rachel A. LeweyEdward Jones · Certified Financial Planner
Michel SwartzendruberEdward Jones · Certified Financial Planner
Abby ZaimesEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most CFP professionals in Iowa Falls

Edward Jones 4

CFP advisors in other Iowa cities

All of Iowa →

West Des Moines 113 Urbandale 64 Dubuque 44 Des Moines 40 Cedar Rapids 38 Ankeny 15 Cedar Falls 13 Davenport 12 Bettendorf 11 Johnston 11 Waterloo 11 Clive 10 Coralville 10 Ames 9 Pella 8 Spencer 8 Decorah 7 Fairfield 7 Hiawatha 7 Carroll 6 Iowa City 6 Sioux Center 5 Boone 4 Charles City 4

Questions

How many CFP financial advisors are in Iowa Falls, IA?

4 SEC-registered investment adviser representatives at firm offices in Iowa Falls, Iowa list the CFP designation; Edward Jones employs the most of them (4).

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 Iowa 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.