Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in West Des Moines, IA
Every SEC-registered financial advisor at a firm office in West Des Moines who lists the Certified Financial Planner designation, A to Z.
113 CFP professionals work in West Des Moines; the most are at Fbl Wealth Management, LLC (17). 76 are also registered broker representatives.
CFP advisors in West Des Moines, A to Z
Every advisor in West Des Moines →- Debra I. AlbertoWells Fargo Clearing Services, LLC · Certified Financial Planner
- Robert D. AndersonMariner · Certified Financial Planner
- Matthew R. BanzhafPrincipal Securities, Inc. · Certified Financial Planner
- Teresa M. BaumannSyverson Strege · Certified Financial Planner
- Damian L. BeardSyverson Strege · Certified Financial Planner
- Fredrick A. BellBellwether Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Brian E. BennettOsaic Wealth, Inc. · Certified Financial Planner
- Robert G. BurmeisterPrincipal Securities, Inc. · Certified Financial Planner
- Nicholas B. CapobiancoWealth Advisors Of Iowa, LLC · Certified Financial Planner
- John W. Cole Jr.Osaic Wealth, Inc. · Certified Financial Planner
- Steven A. ConardCompass Financial Services · Certified Financial Planner
- Linda L. CookGilbert & Cook, Inc. · Certified Financial Planner
- Christopher F. CorneliusWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Robert DanielsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Todd M. DavisFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Samson L. DemossWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Eric P. DerrFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven D. DuesenbergUBS Financial Services Inc. · Certified Financial Planner
- Todd M. EdwardsWells Fargo Clearing Services, LLC · Certified Financial Planner
- Kendra L. ErkamaaHarbour Investments, Inc. · Certified Financial Planner
- Paul H. EspeyArete Wealth Advisors, LLC · Certified Financial Planner
- Deniz T. FrankeAmeriprise Financial Services, LLC · Certified Financial Planner
- Steven G. FrekingCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Matthew R. FryarWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Julie A. FullerCaptrust · Certified Financial Planner
- Jonathan H. GlaserIowa Wealth Management, LLC · Certified Financial Planner
- Jason L. GunkelSyverson Strege · Certified Financial Planner, Chartered Financial Analyst
- Carson D. HalbrookFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert A. HallgrenLPL Financial LLC · Certified Financial Planner
- Michael D. HammenCetera Investment Advisers LLC · Certified Financial Planner
- Nicholas L. HarklauFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan L. HarklauFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph S. HartHart Wealth Management · Certified Financial Planner
- Jason HawkinsFbl Wealth Management, LLC · Certified Financial Planner
- Michael H. HefnerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
- Jonathan F. HeimPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Todd C. HenningsenCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Jennie J. HenryPrincipal Securities, Inc. · Certified Financial Planner
- Michael R. JiskootValiant Wealth, LLC · Certified Financial Planner
- Todd P. JohnsonEdward Jones · Certified Financial Planner
- Wayne E. JohnsonSyverson Strege · Certified Financial Planner
- Lauren M. KaniukMercer Global Advisors Inc. · Certified Financial Planner
- Patrick J. KeeferForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Patrick A. KesselFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey B. Kimball IIAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason L. KleemeierCetera Investment Advisers LLC · Certified Financial Planner
- Tyler J. KlynCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Lance R. KnaackSyverson Strege · Certified Financial Planner
- Emily L. KoonceBoyle Capital · Certified Financial Planner
- George R. LamoureuxGilbert & Cook, Inc. · Certified Financial Planner
- Tyler J. LangelFbl Wealth Management, LLC · Certified Financial Planner
- Guy A. LemanCompass Financial Services · Certified Financial Planner
- Lee J. LeonardLPL Financial LLC · Certified Financial Planner
- Joseph W. LucasFbl Wealth Management, LLC · Certified Financial Planner
- Jamie P. LynchCaptrust · Certified Financial Planner
- Casey MalloyMidwest Heritage Financial Advisors · Certified Financial Planner
- Mark D. MaloneStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Kellie M. MastersWealth Advisors Of Iowa, LLC · Certified Financial Planner
- Thomas M. McCaffreyGilbert & Cook, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Julie M. McGonegleFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy J. McLaughlinLPL Financial LLC · Certified Financial Planner
- Ryan P. MehalovichEdward Jones · Certified Financial Planner
- Collin T. MillerLPL Financial LLC · Certified Financial Planner
- Garrett MillerAmeriprise Financial Services, LLC · Certified Financial Planner
- Michelle L. MillerGilbert & Cook, Inc. · Certified Financial Planner
- Andrew J. MooreFbl Wealth Management, LLC · Certified Financial Planner
- Aaron J. MorrisCaptrust · Certified Financial Planner
- Benjamin L. MorrowArete Wealth Advisors, LLC · Certified Financial Planner
- William P. Mulcahy IIIMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sean P. MullanePrincipal Securities, Inc. · Certified Financial Planner
- Nathan NicolaisenRedspire Wealth Management, LLC · Certified Financial Planner
- Laura NiliusLPL Financial LLC · Certified Financial Planner
- Joel M. NorthPrincipal Securities, Inc. · Certified Financial Planner
- Shane P. O'MalleyOsaic Wealth, Inc. · Certified Financial Planner
- Angela M. OwenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James E. Pede Jr.Cetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Christopher J. PedersenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Tyler D. PetersonCetera Investment Advisers LLC · Certified Financial Planner
- Robert E. Pickle IIIFbl Wealth Management, LLC · Certified Financial Planner
- Cameron J. PietzschSyverson Strege · Certified Financial Planner
- Daniel D. PorterRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Kent M. PorterOsaic Wealth, Inc. · Certified Financial Planner
- Daniel W. RicklefsFbl Wealth Management, LLC · Certified Financial Planner
- Andrew J. RinnBeacon Capital Management, Inc. · Certified Financial Planner
- Zachary D. RipkaCerity Partners LLC · Certified Financial Planner
- Matthew W. RobertsSyverson Strege · Certified Financial Planner
- Tim A. RoemmichSyverson Strege · Certified Financial Planner
- Megan L. RosenstielGilbert & Cook, Inc. · Certified Financial Planner
- James P. SandagerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Robert P. SayerLPL Financial LLC · Certified Financial Planner
- Tiffany ScharfenkampGilbert & Cook, Inc. · Certified Financial Planner
- Jennifer E. ScheckSyverson Strege · Certified Financial Planner
- Randall S. Schmailzl Jr.Commonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Valerie C. SeidelFbl Wealth Management, LLC · Certified Financial Planner
- Erik L. SeversonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jarrett SheetsCerity Partners LLC · Certified Financial Planner
- Ryan D. SimpsonSyverson Strege · Certified Financial Planner
- Nicholas J. SmithFbl Wealth Management, LLC · Certified Financial Planner
- Michael S. SonoikiWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Tanner R. SprouseSyverson Strege · Certified Financial Planner
- Jessica SwaimGilbert & Cook, Inc. · Certified Financial Planner
- Johnne D. SyversonSyverson Strege · Certified Financial Planner, Chartered Financial Consultant
- Kent A. TaylorAmeriprise Financial Services, LLC · Certified Financial Planner
- Eric J. TegrootenhuisFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Chad W. TerryNicolet Wealth Management · Certified Financial Planner
- Christopher J. ThomasPrincipal Securities, Inc. · Certified Financial Planner
- Russell G. TiggesFbl Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Amy M. TownsendWells Fargo Clearing Services, LLC · Certified Financial Planner
- Jerit P. TrippGilbert & Cook, Inc. · Certified Financial Planner
- Douglas D. Vander WeideValiant Wealth, LLC · Certified Financial Planner
- Nicholas WallerWealth Advisors Of Iowa, LLC · Certified Financial Planner
- Matthew G. WattersMidwest Heritage Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Derrick D. YoungWells Fargo Clearing Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in West Des Moines
Fbl Wealth Management, LLC 17Syverson Strege 12Gilbert & Cook, Inc. 11LPL Financial LLC 7Principal Securities, Inc. 7Cerity Partners LLC 5Cetera Investment Advisers LLC 5Wells Fargo Advisors Financial Network, LLC 5Ameriprise Financial Services, LLC 4Osaic Wealth, Inc. 4Wells Fargo Clearing Services, LLC 4Captrust 3Raymond James Financial Services Advisors, Inc. 3Wealth Advisors Of Iowa, LLC 3Arete Wealth Advisors, LLC 2
CFP advisors in other Iowa cities
All of Iowa →Urbandale 64Dubuque 44Des 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 West Des Moines, IA?
113 SEC-registered investment adviser representatives at firm offices in West Des Moines, Iowa list the CFP designation; Fbl Wealth Management, LLC employs the most of them (17).
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 West Des Moines?
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.