Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in McPherson, KS
Every SEC-registered financial advisor at a firm office in McPherson who lists the Certified Financial Planner designation, A to Z.
3 CFP professionals work in McPherson; the most are at Edward Jones (2). 2 are also registered broker representatives.
CFP advisors in McPherson, A to Z
Every advisor in McPherson →- Derek BurganEdward Jones · Certified Financial Planner
- Timothy D. KliewerSjhl Financial Group · Certified Financial Planner
- Aaron J. MayfieldEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in McPherson
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 3Derby 3Mission 3
Questions
How many CFP financial advisors are in McPherson, KS?
3 SEC-registered investment adviser representatives at firm offices in McPherson, 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 McPherson?
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.