Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Union, KY
Every SEC-registered financial advisor at a firm office in Union who lists the Certified Financial Planner designation, A to Z.
The short answer
2 CFP professionals work in Union; the most are at Strategic Advisers LLC (2). 2 are also registered broker representatives.
CFP advisors in Union, A to Z
Every advisor in Union →- Mike J. FischerStrategic Advisers LLC · Certified Financial Planner
- Patrick H. RyanStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Union
CFP advisors in other Kentucky cities
All of Kentucky →Louisville 168Lexington 102Covington 26Bowling Green 20Paducah 17Owensboro 13Florence 9Elizabethtown 5Fort Wright 5Independence 5Crestview Hills 4Fort Mitchell 4Ft. Mitchell 4Madisonville 4Nicholasville 4Richmond 4Somerset 4Bellevue 3Danville 3Edgewood 3Henderson 3Lawrenceburg 3Mt. Sterling 3Shelbyville 3
Questions
How many CFP financial advisors are in Union, KY?
2 SEC-registered investment adviser representatives at firm offices in Union, Kentucky list the CFP designation; Strategic Advisers LLC employs the most of them (2).
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 Union?
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.