Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bowling Green, KY
Every SEC-registered financial advisor at a firm office in Bowling Green who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Bowling Green; the most are at Journey Financial Management, LLC (3). 10 are also registered broker representatives.
CFP advisors in Bowling Green, A to Z
Every advisor in Bowling Green →- Chris BrownXypn Sapphire · Certified Financial Planner
- Kevin D. CountsLPL Financial LLC · Certified Financial Planner, Personal Financial Specialist
- Richard J. FontenotJourney Financial Management, LLC · Certified Financial Planner
- Philip L. GibbsTrella Wealth · Certified Financial Planner
- Chad E. GoodmanLPL Financial LLC · Certified Financial Planner
- Jacob S. HarperEdward Jones · Certified Financial Planner
- Andrew J. HeadJourney Financial Management, LLC · Certified Financial Planner
- Derek W. HullStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Thomas S. LoweMorgan Stanley · Certified Financial Planner
- Brian T. LoweryForvis Mazars Wealth Advisors, LLC · Certified Financial Planner
- Joshua J. MarsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Lewis B. MasonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Brett T. MeredithMML Investors Services, LLC · Certified Financial Planner
- Trevor C. NunnRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Derrick A. PalmerJourney Financial Management, LLC · Certified Financial Planner
- Nathan D. RicheyStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David D. SmithEdward Jones · Certified Financial Planner
- Casey TiniusWealth Enhancement Advisory Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Bowling Green
Journey Financial Management, LLC 3Stifel, Nicolaus & Company, Incorporated 3Edward Jones 2LPL Financial LLC 2Wealth Enhancement Advisory Services, LLC 2Forvis Mazars Wealth Advisors, LLC 1MML Investors Services, LLC 1Morgan Stanley 1Raymond James Financial Services Advisors, Inc. 1Trella Wealth 1Xypn Sapphire 1
CFP advisors in other Kentucky cities
All of Kentucky →Louisville 171Lexington 97Covington 33Paducah 17Owensboro 12Florence 8Elizabethtown 6Fort Mitchell 4Fort Wright 4Ft. Mitchell 4Madisonville 4Nicholasville 4Richmond 4Somerset 4Danville 3Edgewood 3Henderson 3Lawrenceburg 3Mt. Sterling 3Prospect 3Shelbyville 3Villa Hills 3
Questions
How many CFP financial advisors are in Bowling Green, KY?
18 SEC-registered investment adviser representatives at firm offices in Bowling Green, Kentucky list the CFP designation; Journey Financial Management, LLC employs the most of them (3).
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 Bowling Green?
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.