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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Derby, KS

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

3 CFP professionals work in Derby; the most are at Edward Jones (2). 2 are also registered broker representatives.

CFP advisors in Derby, A to Z

Every advisor in Derby →

Firms with the most CFP professionals in Derby

Edward Jones 2Tomassi Financial Planning, LLC 1

CFP advisors in other Kansas cities

All of Kansas →

Overland Park 676Leawood 71Wichita 64Lawrence 33Manhattan 33Topeka 33Lenexa 21Prairie Village 18Olathe 10Shawnee 10Hutchinson 7Mission Woods 7Salina 7Emporia 4Hays 4Abilene 3Andover 3McPherson 3Mission 3

Questions

How many CFP financial advisors are in Derby, KS?

3 SEC-registered investment adviser representatives at firm offices in Derby, Kansas list the CFP designation; Edward Jones employs the most of them (2).

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 Derby?

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.