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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mission Woods, KS

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

7 CFP professionals work in Mission Woods; the most are at Moneta Group Investment Advisors, LLC (6). 1 are also registered broker representatives.

CFP advisors in Mission Woods, A to Z

Every advisor in Mission Woods →
  • Chase E. CoffinMoneta Group Investment Advisors, LLC · Certified Financial Planner
  • Grant M. EdmundsMoneta Group Investment Advisors, LLC · Certified Financial Planner
  • Margaret M. GlennMoneta Group Investment Advisors, LLC · Certified Financial Planner
  • Jeffery C. KlineMoneta Group Investment Advisors, LLC · Certified Financial Planner
  • Michael K. RyanWells Fargo Clearing Services, LLC · Certified Financial Planner
  • Joseph D. SimmonsMoneta Group Investment Advisors, LLC · Certified Financial Planner
  • Leslie J. TonkinMoneta Group Investment Advisors, LLC · Certified Financial Planner

Firms with the most CFP professionals in Mission Woods

Moneta Group Investment Advisors, LLC 6Wells Fargo Clearing Services, LLC 1

CFP advisors in other Kansas cities

All of Kansas →

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

Questions

How many CFP financial advisors are in Mission Woods, KS?

7 SEC-registered investment adviser representatives at firm offices in Mission Woods, Kansas list the CFP designation; Moneta Group Investment Advisors, LLC employs the most of them (6).

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 Mission Woods?

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.