Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lawrence, KS

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

33 CFP professionals work in Lawrence; the most are at Triad Wealth Partners, LLC (4). 16 are also registered broker representatives.

CFP advisors in Lawrence, A to Z

Every advisor in Lawrence →

William F. BohneEmbark Financial Partners · Certified Financial Planner
Alejandro J. Carvalho RodriguezPlanning Trail Investments, LLC · Certified Financial Planner
Charles D. CaryAmeriprise Financial Services, LLC · Certified Financial Planner
John C. ClementTriad Wealth Partners, LLC · Certified Financial Planner
Alexander CoatsHarper Financial Strategies, LLC · Certified Financial Planner
Kyle J. CrossMattern Wealth Management LLC · Certified Financial Planner
Gabriel P. D'AngeloRademacher Financial, Inc. · Certified Financial Planner
Kaylin M. DillonKaylin Dillon Financial Planning · Certified Financial Planner
Donald D. DuncanCreative Planning · Certified Financial Planner
John A. GasconEdward Jones · Certified Financial Planner
Kevin J. GoeringCetera Investment Advisers LLC · Certified Financial Planner
Garrett L. HaltonLPL Financial LLC · Certified Financial Planner
Emily B. HillSanctuary Advisors, LLC · Certified Financial Planner
Peter KnutsonAllworth Financial, L.P. · Certified Financial Planner
Stephen C. LaneThe Perspective Group · Certified Financial Planner
Brenda L. LenzFirst Affirmative Financial Network LLC · Certified Financial Planner
Ryan K. LohmeyerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
Lisa R. MangeTriad Wealth Partners, LLC · Certified Financial Planner
Stephen A. MenkeCambridge Investment Research Advisors, Inc. · Certified Financial Planner
Douglas W. MillerChief Advisors Corp. · Certified Financial Planner
James M. MooreAllworth Financial, L.P. · Certified Financial Planner
Richard L. PratteRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
Phillip A. RademacherRademacher Financial, Inc. · Certified Financial Planner
Cathy A. ReinhardtIntellicents Investment Solutions Inc. · Certified Financial Planner
Angelina H. SchumanIntellicents Investment Solutions Inc. · Certified Financial Planner
David R. SeuferTriad Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Analyst
Jackson SheputisTriad Wealth Partners, LLC · Certified Financial Planner
Ronan SramekRademacher Financial, Inc. · Certified Financial Planner
Margaret K. StensengLPL Financial LLC · Certified Financial Planner
Zachary J. StoverLPL Financial LLC · Certified Financial Planner
Jeffrey M. SwartsVeta Investment Partners, LLC · Certified Financial Planner
Laura E. WartaIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
Cale R. YostBlazing Star Financial · Certified Financial Planner

Firms with the most CFP professionals in Lawrence

Triad Wealth Partners, LLC 4 LPL Financial LLC 3 Rademacher Financial, Inc. 3 Allworth Financial, L.P. 2 Intellicents Investment Solutions Inc. 2 The Perspective Group 2 Ameriprise Financial Services, LLC 1 Blazing Star Financial 1 Cambridge Investment Research Advisors, Inc. 1 Cetera Investment Advisers LLC 1 Chief Advisors Corp. 1 Creative Planning 1 Edward Jones 1 Embark Financial Partners 1 First Affirmative Financial Network LLC 1

CFP advisors in other Kansas cities

All of Kansas →

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

Questions

How many CFP financial advisors are in Lawrence, KS?

33 SEC-registered investment adviser representatives at firm offices in Lawrence, Kansas list the CFP designation; Triad Wealth Partners, LLC 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 Lawrence?

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.