Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Leavenworth, KS
Every SEC-registered financial advisor at a firm office in Leavenworth who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Leavenworth; the most are at Edward Jones (2). 2 are also registered broker representatives.
CFP advisors in Leavenworth, A to Z
Every advisor in Leavenworth →- Shelley R. FinnestadEdward Jones · Certified Financial Planner
- Gregory D. NashEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Leavenworth
CFP advisors in other Kansas cities
All of Kansas →Overland Park 697Leawood 70Wichita 70Topeka 37Manhattan 30Lawrence 28Lenexa 21Prairie Village 16Olathe 10Shawnee 9Salina 8Mission Woods 7Hutchinson 6Emporia 4Hays 4Abilene 3Derby 3McPherson 3Mission 3Newton 3
Questions
How many CFP financial advisors are in Leavenworth, KS?
2 SEC-registered investment adviser representatives at firm offices in Leavenworth, 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 Leavenworth?
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.