Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Louisville, KY
Every SEC-registered financial advisor at a firm office in Louisville who lists the Certified Financial Planner designation, A to Z.
The short answer
171 CFP professionals work in Louisville; the most are at Cerity Partners LLC (25). 91 are also registered broker representatives.
CFP advisors in Louisville, A to Z
Every advisor in Louisville →- Lucas AdamsReliant Wealth Planning, LLC · Certified Financial Planner
- Benjamin AhmetagicRoot Financial Partners · Certified Financial Planner
- Nicholas AlcornReliant Wealth Planning, LLC · Certified Financial Planner
- William S. AlsupDmlo Wealth Planning, LLC · Certified Financial Planner
- Daniel ArohMoney Concepts Capital Corp. · Certified Financial Planner
- Nancy W. AryLPL Enterprise, LLC · Certified Financial Planner
- Jeremy R. AtkinsonKinson Wealth Group LLC · Certified Financial Planner
- Justin C. BarleyCerity Partners LLC · Certified Financial Planner
- Bradley G. BarnettKpp Advisory Services LLC · Certified Financial Planner
- Emily BeilmanBelle Trace Financial Planning · Certified Financial Planner
- Kimberly R. BlakelyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jessica L. BourassaReliant Wealth Planning, LLC · Certified Financial Planner
- William W. BoydEdward Jones · Certified Financial Planner
- Alec C. BroughtonCerity Partners LLC · Certified Financial Planner
- Eric D. BunnellPrivate Client Services, LLC · Certified Financial Planner
- Kevin C. ByrumCharles Schwab & Co., Inc. · Certified Financial Planner
- Preston CameronStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Michael J. CarbinoPrivate Client Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Zachary A. ChamberlainRobert W. Baird & Co. Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Tendai K. CharasikaSaling Wealth Advisors · Certified Financial Planner
- Laura J. ClarkReliant Wealth Planning, LLC · Certified Financial Planner
- Zachary C. ClarkClark Financial Planning · Certified Financial Planner
- Evan C. CoartneyChurchill Financial Advisors, LLC · Certified Financial Planner
- Stuart W. CoatsCoats Financial Planning · Certified Financial Planner
- Brian K. CohoonCastellan · Certified Financial Planner
- Adam O. CoopIndependent Financial Partners · Certified Financial Planner
- Patrick J. Cooper IIOsaic Wealth, Inc. · Certified Financial Planner
- Stephen V. CorsiOsaic Wealth, Inc. · Certified Financial Planner
- Vincent T. CorsiOsaic Wealth, Inc. · Certified Financial Planner
- Bruce C. CorwinFirst Kentucky Securities Corporation · Certified Financial Planner
- Roger CoxEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Ricky M. CrabtreeMorgan Stanley · Certified Financial Planner
- Daniel A. CupkovicCerity Partners LLC · Certified Financial Planner
- John P. Daly Jr.UBS Financial Services Inc. · Certified Financial Planner
- Mark A. DamronLPL Financial LLC · Certified Financial Planner
- Brandon DantStegner Investment Associates Inc. · Certified Financial Planner
- Robert A. DavenportKpp Advisory Services LLC · Certified Financial Planner
- Douglas A. DavisPcg Wealth Management · Certified Financial Planner
- Jeremy F. DavisCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Nicholas P. DickinsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Dean M. DonohueAmeriprise Financial Services, LLC · Certified Financial Planner
- Kelsey M. DorenBarlow Wealth Partners, LLC · Certified Financial Planner
- Christian P. DoyleSaling Wealth Advisors · Certified Financial Planner
- Julio V. DriggsCerity Partners LLC · Certified Financial Planner
- John T. DuerrAmeriprise Financial Services, LLC · Certified Financial Planner
- Clint A. EaklesCerity Partners LLC · Certified Financial Planner
- Noah R. EllisonRetirement Planning Solutions, LLC · Certified Financial Planner
- Elijah W. EssaEssa Financial LLC · Certified Financial Planner
- Thomas C. FalknerLegacy Financial Independent Advisors LLC · Certified Financial Planner
- Charles R. FarnsleyFarnsley Advisors · Certified Financial Planner
- Clayton S. FellerCerity Partners LLC · Certified Financial Planner
- Thomas D. FischerOsaic Wealth, Inc. · Certified Financial Planner
- Charles E. FischesserPark Avenue Securities LLC · Certified Financial Planner
- Marcus E. FolmarEdward Jones · Certified Financial Planner
- Christopher C. FosterRobert W. Baird & Co. Incorporated · Certified Financial Planner
- John M. FrymireAlexander Investment Services Co. · Certified Financial Planner
- Donald L. GartonAdvantage Investment Management · Certified Financial Planner, Chartered Financial Consultant
- Caitlin GatewoodReliant Wealth Planning, LLC · Certified Financial Planner
- Timothy A. GavinMcF Advisors, LLC · Certified Financial Planner
- John M. GehriStrategic Wealth Investment Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonah R. GelhausCerity Partners LLC · Certified Financial Planner
- Jacob GeogheganKpp Advisory Services LLC · Certified Financial Planner
- Jeffrey M. GoughSaling Wealth Advisors · Certified Financial Planner
- Todd W. GruenigCerity Partners LLC · Certified Financial Planner
- Shane A. HallCerity Partners LLC · Certified Financial Planner
- Joseph A. HamiltonRaymond James & Associates, Inc. · Certified Financial Planner
- Beau J. HandyDynamic Market Advantage, LLC · Certified Financial Planner
- Daniel L. HardtOneascent Financial Services LLC · Certified Financial Planner, Chartered Financial Consultant
- Christina M. HarmonWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard K. HazelbakerWestern Wealth Management LLC · Certified Financial Planner
- Brad W. HellmanAccess Wealth Management, LLC · Certified Financial Planner
- Austin J. HillKpp Advisory Services LLC · Certified Financial Planner
- Stephen C. HolbrookFifth Third Securities, Inc. · Certified Financial Planner
- Jennifer A. HuelsmanCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Leigh A. HughesWells Fargo Clearing Services, LLC · Certified Financial Planner
- Nicholas M. JacksonCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Daniel E. JacusRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jeb A. JarrellPlentiful Wealth, LLC · Certified Financial Planner
- Shannon M. JenkinsCerity Partners LLC · Certified Financial Planner
- Mary J. JenningsFirst Kentucky Securities Corporation · Certified Financial Planner
- Joshua E. JohnsonFocus Partners Wealth, LLC · Certified Financial Planner
- Amy S. JonesBarlow Wealth Partners, LLC · Certified Financial Planner
- Austin L. JonesCerity Partners LLC · Certified Financial Planner
- Levi JonesCharles Schwab & Co., Inc. · Certified Financial Planner
- Michael L. JonesSilver Oak Securities, Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Barry S. KempLPL Financial LLC · Certified Financial Planner
- Colin KremerStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Patrick A. LachLach Financial · Certified Financial Planner, Chartered Financial Analyst
- Amy LanningStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Laurel M. LeeRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Mark R. LindemoenEdward Jones · Certified Financial Planner
- Bruce W. LindsayKeystone Financial Group, LLC · Certified Financial Planner
- Andy R. LovingNatural Investments · Certified Financial Planner
- Todd P. LoweParthenon LLC · Certified Financial Planner, Chartered Financial Analyst
- Anita M. LoyInspire Private Wealth Management · Certified Financial Planner
- Jason N. MagarLPL Financial LLC · Certified Financial Planner
- Gretchen K. MahaffeyPrivate Client Services, LLC · Certified Financial Planner
- Rui MaoEdelman Financial Engines · Certified Financial Planner
- John A. MayfieldCetera Investment Advisers LLC · Certified Financial Planner
- James R. McCartyRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Christopher R. McCreaLegacy Financial Independent Advisors LLC · Certified Financial Planner
- James P. McMahonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Todd K. MeadorT.K.M. Financial Services, LLC · Certified Financial Planner
- Marlene MenPillar Financial Advisors, LLC · Certified Financial Planner
- John R. Michael IILPL Financial LLC · Certified Financial Planner
- Julianne R. MillerAmeriprise Financial Services, LLC · Certified Financial Planner
- Tac Y. MilneMoney Concepts Capital Corp. · Certified Financial Planner
- Sean M. MirandaRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Miles T. MoskwaKpp Advisory Services LLC · Certified Financial Planner
- Ronald E. MosserTruist Advisory Services, Inc. · Certified Financial Planner
- Madeleine R. MuldoonStrategic Wealth Investment Group, LLC · Certified Financial Planner
- Gregory G. MullaneyLPL Financial LLC · Certified Financial Planner
- Bradley J. NenniCerity Partners LLC · Certified Financial Planner
- James D. NettleEdward Jones · Certified Financial Planner
- Conrad H. NewmanCetera Investment Advisers LLC · Certified Financial Planner
- James C. Nicholson Jr.Magnate Advisory Services, LLC · Certified Financial Planner
- Mark K. NickelRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Ryan P. O'ConnorFirst Kentucky Securities Corporation · Certified Financial Planner
- Timothy T. OetkenRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Katie E. PfeiferCerity Partners LLC · Certified Financial Planner
- Scott M. PilvinisStrategic Wealth Investment Group, LLC · Certified Financial Planner
- Erin E. PiscitelliCerity Partners LLC · Certified Financial Planner
- Noah PolkSaling Wealth Advisors · Certified Financial Planner
- Eric R. PooleKpp Advisory Services LLC · Certified Financial Planner
- David W. PorterKpp Advisory Services LLC · Certified Financial Planner
- Kerry W. PulliamTlg Advisors, Inc. · Certified Financial Planner
- Esmeralda QuinteroPrivate Client Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- William L. Ralston IIIKpp Advisory Services LLC · Certified Financial Planner
- Brian W. RamseyFamily Wealth Planning Partners · Certified Financial Planner, Chartered Financial Consultant
- Kezia E. RamseyAmeriprise Financial Services, LLC · Certified Financial Planner
- Tracy M. RedmonAmeriprise Financial Services, LLC · Certified Financial Planner
- Alexandria G. ReevesCerity Partners LLC · Certified Financial Planner
- Patrick J. ReevesCerity Partners LLC · Certified Financial Planner
- Dwight W. RichSound Income Strategies, LLC · Certified Financial Planner
- Steven S. RichardsonCetera Investment Advisers LLC · Certified Financial Planner
- Jeffrey G. RobertsRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Kevin N. RobertsLifetime Wealth Design LLC · Certified Financial Planner
- Derek M. RogersCerity Partners LLC · Certified Financial Planner
- Michael S. RomaineMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric J. SalingSaling Wealth Advisors · Certified Financial Planner
- Jason A. ScarpelliniRaymond James & Associates, Inc. · Certified Financial Planner
- Nathan SchnurrStrategic Advisers LLC · Certified Financial Planner
- Andrew T. SloanBluegrass Financial Planning, LLC · Certified Financial Planner
- Gregory W. SmithKeystone Financial Group, LLC · Certified Financial Planner
- Joseph G. SmithKeystone Financial Group, LLC · Certified Financial Planner
- Andrew J. SouthworthCetera Investment Advisers LLC · Certified Financial Planner
- William T. SpeerMorgan Stanley · Certified Financial Planner
- L C. Speiden Jr.Robert W. Baird & Co. Incorporated · Certified Financial Planner
- Amy L. StuberSaling Wealth Advisors · Certified Financial Planner
- Richard T. TerlauInvestment Answers · Certified Financial Planner
- Carl M. ThomasRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Tabitha N. TiefermannBelle Trace Financial Planning · Certified Financial Planner
- Eric TowellMariner · Certified Financial Planner
- Ruth W. TrautweinStegner Investment Associates Inc. · Certified Financial Planner
- Thomas J. TreshockStrategic Wealth Investment Group, LLC · Certified Financial Planner
- James G. TrujilloCerity Partners Retirement Plan Consultants · Certified Financial Planner
- Glenn R. TuckerAmeriprise Financial Services, LLC · Certified Financial Planner
- Gail B. TwayRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Jonathan D. UptonKeystone Financial Group, LLC · Certified Financial Planner
- Caleb E. VogelsangEdward Jones · Certified Financial Planner
- Noah D. WaltonCerity Partners LLC · Certified Financial Planner
- Jacob A. WardCerity Partners LLC · Certified Financial Planner
- Jason A. WatersCerity Partners LLC · Certified Financial Planner
- Samuel WeiningCerity Partners LLC · Certified Financial Planner
- Eric D. WheelerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nicholas E. WhitmerDmlo Wealth Planning, LLC · Certified Financial Planner
- Jack K. WilsonCenterline Wealth Advisors, LLC · Certified Financial Planner
- Marc A. YoungRaymond James & Associates, Inc. · Certified Financial Planner
- Jerome G. Zimmerer Jr.Mercer Global Advisors Inc. · Certified Financial Planner, Personal Financial Specialist
- Sarah C. ZoellerCerity Partners LLC · Certified Financial Planner
- Jacob L. ZollmanChurchill Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Louisville
Cerity Partners LLC 25Robert W. Baird & Co. Incorporated 12Kpp Advisory Services LLC 8Ameriprise Financial Services, LLC 6Edward Jones 6Saling Wealth Advisors 6LPL Financial LLC 5Reliant Wealth Planning, LLC 5Cerity Partners Retirement Plan Consultants 4Cetera Investment Advisers LLC 4Keystone Financial Group, LLC 4Osaic Wealth, Inc. 4Private Client Services, LLC 4Stifel, Nicolaus & Company, Incorporated 4Strategic Wealth Investment Group, LLC 4
CFP advisors in other Kentucky cities
All of Kentucky →Lexington 97Covington 33Bowling Green 18Paducah 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 Louisville, KY?
171 SEC-registered investment adviser representatives at firm offices in Louisville, Kentucky list the CFP designation; Cerity Partners LLC employs the most of them (25).
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 Louisville?
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.