Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Shawnee, KS
Every SEC-registered financial advisor at a firm office in Shawnee who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Shawnee; the most are at Canvas Wealth Advisors, LLC (6). 3 are also registered broker representatives.
CFP advisors in Shawnee, A to Z
Every advisor in Shawnee →- Kevin E. MakalousEdward Jones · Certified Financial Planner
- Alex N. MillerCanvas Wealth Advisors, LLC · Certified Financial Planner
- Joseph B. MorrowCanvas Wealth Advisors, LLC · Certified Financial Planner
- James D. RedwineEdward Jones · Certified Financial Planner
- Reed B. RoneyCanvas Wealth Advisors, LLC · Certified Financial Planner
- Luke D. RossCanvas Wealth Advisors, LLC · Certified Financial Planner
- Allan SheahanBldr Wealth LLC · Certified Financial Planner
- Ryan SmarrAllstate Financial Advisors, LLC · Certified Financial Planner
- Drew R. WaldronCanvas Wealth Advisors, LLC · Certified Financial Planner
- Joshua W. ZachCanvas Wealth Advisors, LLC · Certified Financial Planner
Firms with the most CFP professionals in Shawnee
Canvas Wealth Advisors, LLC 6Edward Jones 2Allstate Financial Advisors, LLC 1Bldr Wealth LLC 1
CFP advisors in other Kansas cities
All of Kansas →Overland Park 676Leawood 71Wichita 64Lawrence 33Manhattan 33Topeka 33Lenexa 21Prairie Village 18Olathe 10Hutchinson 7Mission Woods 7Salina 7Emporia 4Hays 4Abilene 3Andover 3Derby 3McPherson 3Mission 3
Questions
How many CFP financial advisors are in Shawnee, KS?
10 SEC-registered investment adviser representatives at firm offices in Shawnee, Kansas list the CFP designation; Canvas Wealth 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 Shawnee?
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.