Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ada, MI
Every SEC-registered financial advisor at a firm office in Ada who lists the Certified Financial Planner designation, A to Z.
15 CFP professionals work in Ada; the most are at USA Financial Securities LLC (7). 11 are also registered broker representatives.
CFP advisors in Ada, A to Z
Every advisor in Ada →- Paul D. AxbergUSA Financial Securities LLC · Certified Financial Planner, Personal Financial Specialist
- Bill S. ChildersUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Justin ChoppStrategic Advisers LLC · Certified Financial Planner
- Donald W. CoplinUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Albert C. EngleLPL Financial LLC · Certified Financial Planner
- Thomas P. HajnyUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Justin C. KnappEdward Jones · Certified Financial Planner
- Jeffrey B. McPhersonIm Wealth · Certified Financial Planner
- Patrick O. NewcombeCalder Financial Group · Certified Financial Planner
- Nelson E. NewtonUSA Financial Securities LLC · Certified Financial Planner
- William A. RomeoUSA Financial Securities LLC · Certified Financial Planner
- Stephanie A. TrexlerGolden Goose Wealth Planning · Certified Financial Planner
- Deborah M. VerkerLPL Financial LLC · Certified Financial Planner
- Yong WangUSA Financial Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen C. WilburCambient Family Office, LLC · Certified Financial Planner
Firms with the most CFP professionals in Ada
USA Financial Securities LLC 7LPL Financial LLC 2Calder Financial Group 1Cambient Family Office, LLC 1Edward Jones 1Golden Goose Wealth Planning 1Im Wealth 1Strategic Advisers LLC 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Traverse City 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17
Questions
How many CFP financial advisors are in Ada, MI?
15 SEC-registered investment adviser representatives at firm offices in Ada, Michigan list the CFP designation; USA Financial Securities LLC employs the most of them (7).
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 Ada?
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.