Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Pella, IA
Every SEC-registered financial advisor at a firm office in Pella who lists the Certified Financial Planner designation, A to Z.
8 CFP professionals work in Pella; the most are at Edward Jones (4). 8 are also registered broker representatives.
CFP advisors in Pella, A to Z
Every advisor in Pella →- Reid C. EvansAmeriprise Financial Services, LLC · Certified Financial Planner
- John M. KrogstadEdward Jones · Certified Financial Planner
- Justin D. MadsenEdward Jones · Certified Financial Planner
- Jason A. RozenboomEdward Jones · Certified Financial Planner
- Nathan L. Van DonselaarRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott A. Van TasellEdward Jones · Certified Financial Planner
- Matthew J. VanmaanenPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Craig A. WassenaarCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Pella
Edward Jones 4Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Park Avenue Securities LLC 1Raymond James Financial Services Advisors, Inc. 1
CFP advisors in other Iowa cities
All of Iowa →West Des Moines 113Urbandale 64Dubuque 44Des Moines 40Cedar Rapids 38Ankeny 15Cedar Falls 13Davenport 12Bettendorf 11Johnston 11Waterloo 11Clive 10Coralville 10Ames 9Spencer 8Decorah 7Fairfield 7Hiawatha 7Carroll 6Iowa City 6Sioux Center 5Boone 4Charles City 4Council Bluffs 4
Questions
How many CFP financial advisors are in Pella, IA?
8 SEC-registered investment adviser representatives at firm offices in Pella, 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 Pella?
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.