Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Waterloo, IA
Every SEC-registered financial advisor at a firm office in Waterloo who lists the Certified Financial Planner designation, A to Z.
11 CFP professionals work in Waterloo; the most are at Osaic Wealth, Inc. (3). 9 are also registered broker representatives.
CFP advisors in Waterloo, A to Z
Every advisor in Waterloo →- Tiffany J. CoffinFsb Premier Wealth Management, Inc. · Certified Financial Planner
- Blake R. HamerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael J. HuismanEdward Jones · Certified Financial Planner
- Clark LichtyEdward Jones · Certified Financial Planner
- Jesse E. MeehanOsaic Wealth, Inc. · Certified Financial Planner
- Patricia E. MonatOsaic Wealth, Inc. · Certified Financial Planner
- Jayden K. MooreRockway Wealth Partners · Certified Financial Planner
- Jacob M. MurrayStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- George I. PetersonOsaic Wealth, Inc. · Certified Financial Planner
- Marilyn L. QuinnNet Worth Advisors · Certified Financial Planner
- John S. TuveTuve Investment Management, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Waterloo
Osaic Wealth, Inc. 3Edward Jones 2Stifel, Nicolaus & Company, Incorporated 2Fsb Premier Wealth Management, Inc. 1Net Worth Advisors 1Private Advisor Group, LLC 1Rockway Wealth Partners 1Tuve Investment Management, 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 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 Waterloo, IA?
11 SEC-registered investment adviser representatives at firm offices in Waterloo, Iowa list the CFP designation; Osaic Wealth, Inc. employs the most of them (3).
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 Waterloo?
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.