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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Overland Park, KS

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

676 CFP professionals work in Overland Park; the most are at Creative Planning (337). 123 are also registered broker representatives.

CFP advisors in Overland Park, A to Z (first 500 of 676)

Every advisor in Overland Park →

Firms with the most CFP professionals in Overland Park

Creative Planning 337Prime Capital Financial 29Mariner 27Onedigital 23Edward Jones 16LPL Financial LLC 12Keen Wealth Advisors 11Cetera Investment Advisers LLC 10Legacy Financial Strategies, LLC 10Osaic Wealth, Inc. 10Umb Private Wealth Management, LLC 10Caliber Wealth Management, LLC 8Creativeone Wealth, LLC 8Triune Financial Partners, LLC 8Strategic Advisers LLC 7

CFP advisors in other Kansas cities

All of Kansas →

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

Questions

How many CFP financial advisors are in Overland Park, KS?

676 SEC-registered investment adviser representatives at firm offices in Overland Park, Kansas list the CFP designation; Creative Planning employs the most of them (337).

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 Overland Park?

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.