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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Fort Mitchell, KY

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

4 CFP professionals work in Fort Mitchell; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

CFP advisors in Fort Mitchell, A to Z

Every advisor in Fort Mitchell →

Firms with the most CFP professionals in Fort Mitchell

Ameriprise Financial Services, LLC 1Charles Schwab & Co., Inc. 1Edward Jones 1Valmark Advisers, Inc. 1

CFP advisors in other Kentucky cities

All of Kentucky →

Louisville 171Lexington 97Covington 33Bowling Green 18Paducah 17Owensboro 12Florence 8Elizabethtown 6Fort 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 Fort Mitchell, KY?

4 SEC-registered investment adviser representatives at firm offices in Fort Mitchell, Kentucky list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Fort Mitchell?

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.