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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Olathe, KS

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

10 CFP professionals work in Olathe; the most are at Edward Jones (6). 7 are also registered broker representatives.

CFP advisors in Olathe, A to Z

Every advisor in Olathe →

Firms with the most CFP professionals in Olathe

Edward Jones 6Creative Planning 2Embark Financial Partners 1Zolton Wealth 1

CFP advisors in other Kansas cities

All of Kansas →

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

Questions

How many CFP financial advisors are in Olathe, KS?

10 SEC-registered investment adviser representatives at firm offices in Olathe, Kansas list the CFP designation; Edward Jones 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 Olathe?

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.