Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Minden, LA

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

3 CFP professionals work in Minden; the most are at Meriwether Wealth & Planning, LLC (2). 1 are also registered broker representatives.

CFP advisors in Minden, A to Z

Every advisor in Minden →

Mark GreenMeriwether Wealth & Planning, LLC · Certified Financial Planner
Andrew M. PendergrassMeriwether Wealth & Planning, LLC · Certified Financial Planner
Ryan C. RayburnLPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Minden

Meriwether Wealth & Planning, LLC 2 LPL Financial LLC 1

CFP advisors in other Louisiana cities

All of Louisiana →

New Orleans 105 Baton Rouge 76 Metairie 59 Lafayette 34 Shreveport 29 Mandeville 19 Lake Charles 16 Covington 12 Houma 10 Slidell 7 Alexandria 6 Monroe 6 Prairieville 6 Sulphur 4 Thibodaux 4 Belle Chasse 3 Gonzales 3 Gretna 3 Metarie 3 New Iberia 3 Ruston 3

Questions

How many CFP financial advisors are in Minden, LA?

3 SEC-registered investment adviser representatives at firm offices in Minden, Louisiana list the CFP designation; Meriwether Wealth & Planning, 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 Minden?

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.