Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lenexa, KS
Every SEC-registered financial advisor at a firm office in Lenexa who lists the Certified Financial Planner designation, A to Z.
21 CFP professionals work in Lenexa; the most are at Family Investment Center (4). 9 are also registered broker representatives.
CFP advisors in Lenexa, A to Z
Every advisor in Lenexa →- Rey R. ArellanoZenith Financial Planning Inc. · Certified Financial Planner
- John P. ChladekChladek Wealth Management, LLC · Certified Financial Planner
- Gregory W. DillardCommonwealth Financial Network · Certified Financial Planner
- Tanner B. GarrettFamily Investment Center · Certified Financial Planner
- Matthew J. GazawayCommonwealth Financial Network · Certified Financial Planner
- Nathan C. GoodmanFamily Investment Center · Certified Financial Planner
- Brian J. HamiltonEdward Jones · Certified Financial Planner
- Allie E. HoustonDogwood Wealth Management, LLC · Certified Financial Planner
- Rory D. JonesDogwood Wealth Management, LLC · Certified Financial Planner
- Jack KnutsonModern Wealth Management, LLC · Certified Financial Planner
- Taren R. McMurrayFamily Investment Center · Certified Financial Planner
- Miles I. MorrisseyAe Wealth Management, LLC · Certified Financial Planner
- Jason R. NewcomerDogwood Wealth Management, LLC · Certified Financial Planner
- Irl A. OaksCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Dewayne OvardEdward Jones · Certified Financial Planner
- Richard C. SalmenFamily Investment Center · Certified Financial Planner, Chartered Financial Analyst
- Jason E. SeehusenCopper Financial · Certified Financial Planner
- Kacy B. SeitzRfg Advisory, LLC · Certified Financial Planner
- Kevin B. SummaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Paul G. WitwerVoyage Wealth Management LLC · Certified Financial Planner
- Jeremiah WrightEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Lenexa
Family Investment Center 4Dogwood Wealth Management, LLC 3Edward Jones 3Commonwealth Financial Network 2Ae Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Chladek Wealth Management, LLC 1Copper Financial 1Modern Wealth Management, LLC 1Raymond James Financial Services Advisors, Inc. 1Rfg Advisory, LLC 1Voyage Wealth Management LLC 1Zenith Financial Planning Inc. 1
CFP advisors in other Kansas cities
All of Kansas →Overland Park 676Leawood 71Wichita 64Lawrence 33Manhattan 33Topeka 33Prairie Village 18Olathe 10Shawnee 10Hutchinson 7Mission Woods 7Salina 7Emporia 4Hays 4Abilene 3Andover 3Derby 3McPherson 3Mission 3
Questions
How many CFP financial advisors are in Lenexa, KS?
21 SEC-registered investment adviser representatives at firm offices in Lenexa, Kansas list the CFP designation; Family Investment Center 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 Lenexa?
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.