Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Marion, IA

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

4 CFP professionals work in Marion; the most are at Cambridge Investment Research Advisors, Inc. (1). 2 are also registered broker representatives.

CFP advisors in Marion, A to Z

Every advisor in Marion →

Dana W. GoshonEdward Jones · Certified Financial Planner
Ryan W. NortonCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Tyler L. SmiarowskiWealthcare Advisory Partners LLC · Certified Financial Planner
Andrew C. TueckeStewards Advisory Services · Certified Financial Planner

Firms with the most CFP professionals in Marion

Cambridge Investment Research Advisors, Inc. 1 Edward Jones 1 Stewards Advisory Services 1 Wealthcare Advisory Partners LLC 1

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 Marion, IA?

4 SEC-registered investment adviser representatives at firm offices in Marion, Iowa list the CFP designation; Cambridge Investment Research Advisors, Inc. employs the most of them (1).

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 Marion?

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.