Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Ann Arbor, MI
Every SEC-registered financial advisor at a firm office in Ann Arbor who lists the Certified Financial Planner designation, A to Z.
110 CFP professionals work in Ann Arbor; the most are at Spc (33). 69 are also registered broker representatives.
CFP advisors in Ann Arbor, A to Z
Every advisor in Ann Arbor →- Michael G. AddorHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Allen A. AlbrechtSpc · Certified Financial Planner
- David W. ArmstrongPinnacle Investment Advisors, LLC · Certified Financial Planner
- Ryan T. AstiSpc · Certified Financial Planner
- John W. BaileyRetirement Income Solutions, Inc. · Certified Financial Planner
- Dan BaldwinEdward Jones · Certified Financial Planner
- Irfan BhabhrawalaSax Wealth Advisors, LLC · Certified Financial Planner
- Rakesh N. BhartiSpc · Certified Financial Planner
- Michael W. BirkleLPL Financial LLC · Certified Financial Planner
- Craig E. BlasimanHantz Financial Services, Inc. · Certified Financial Planner
- Milo BonellImber Financial Group, LLC · Certified Financial Planner
- Darlene J. BonsonSpc · Certified Financial Planner, Chartered Financial Consultant
- Matthew T. BowdenCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ryan A. BranchIron Branch Wealth LLC · Certified Financial Planner
- Evelyn E. BreenRetirement Income Solutions, Inc. · Certified Financial Planner
- Andrew C. BrownValeo Financial Advisors, LLC · Certified Financial Planner
- Thomas E. Brussard Jr.Spc · Certified Financial Planner, Chartered Financial Analyst
- Kenneth S. BurekSpc · Certified Financial Planner
- Vincent H. BuzolitsHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael L. CarmoucheHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christian P. CicchellaSpc · Certified Financial Planner
- Rodney L. ClarkSpc · Certified Financial Planner
- Jeffrey C. CohenNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Carrie L. ColeSpc · Certified Financial Planner
- Charlie J. CookCoriander Financial Group LLC · Certified Financial Planner
- Thomas J. CostiganArborfi Advisors, LLC · Certified Financial Planner
- Conner DabishLido · Certified Financial Planner
- Nicholas DardasStrategic Advisers LLC · Certified Financial Planner
- Kevin J. DeckerRetirement Income Solutions, Inc. · Certified Financial Planner
- Austin J. DelacruzPlante Moran Financial Advisors · Certified Financial Planner
- Christopher S. DerisleyPlante Moran Financial Advisors · Certified Financial Planner
- Thomas P. DevolSpc · Certified Financial Planner, Chartered Financial Consultant
- James I. DowningAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael R. Eppler&Partners · Certified Financial Planner
- John L. EvangelistaCg Advisory Services · Certified Financial Planner
- Myranda N. FabianPlante Moran Financial Advisors · Certified Financial Planner
- Audrey E. FeldpauschStenger Family Office, LLC · Certified Financial Planner
- Joseph G. FritzEdward Jones · Certified Financial Planner
- John H. GakenheimerConcorde Asset Management, LLC · Certified Financial Planner
- James A. GaligerSpc · Certified Financial Planner
- Barry G. GassmanSpc · Certified Financial Planner
- Robert M. GenereauxRetirement Income Solutions, Inc. · Certified Financial Planner
- Peter J. Glaab IIISpc · Certified Financial Planner
- Stephen M. GlaabSpc · Certified Financial Planner
- John B. GoffRetirement Income Solutions, Inc. · Certified Financial Planner
- David N. GoldbergSpc · Certified Financial Planner
- Brian D. GoodwinSpc · Certified Financial Planner
- Daniel B. GoodwinSpc · Certified Financial Planner
- Benjamin W. GriffithRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Philip C. GrimmSpc · Certified Financial Planner
- Emily R. HaberkernCg Advisory Services · Certified Financial Planner
- Julie E. Hall LabruneVision Capital Partners · Certified Financial Planner
- Thomas A. HardyHardy Financial Planning · Certified Financial Planner
- Claire M. HayesMML Investors Services, LLC · Certified Financial Planner
- Jaime D. HernandezSpc · Certified Financial Planner
- Phillip S. HollanderCwm, LLC · Certified Financial Planner
- Noah S. HouslerCypress Capital Wealth Management LLC · Certified Financial Planner
- Christopher C. JohnsonMorgan Stanley · Certified Financial Planner
- Eric L. JohnsonPlante Moran Financial Advisors · Certified Financial Planner
- Valerie M. JohnsonSpc · Certified Financial Planner
- John A. KashinskySpc · Certified Financial Planner
- Kyle A. KaySpc · Certified Financial Planner
- Laura M. KellmannAmeriprise Financial Services, LLC · Certified Financial Planner
- Harrison M. KennardLPL Financial LLC · Certified Financial Planner
- Harrison T. KephartRetirement Income Solutions, Inc. · Certified Financial Planner
- Joseph L. KettingerRetirement Income Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Patricia L. KhoeHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Deborah A. KroneMercer Global Advisors Inc. · Certified Financial Planner
- Amy E. LavoieHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Joseph J. LezotteSpc · Certified Financial Planner
- Nicole M. LodenCg Advisory Services · Certified Financial Planner
- Mitchell J. LowePlante Moran Financial Advisors · Certified Financial Planner
- Nikhil K. MajithiaVedanta Sentinel Investment Advisors · Certified Financial Planner, Chartered Financial Analyst
- Max H. MatlesSpc · Certified Financial Planner
- Edward J. McClellanEdward Jones · Certified Financial Planner
- Jack W. McCloskeyMercer Global Advisors Inc. · Certified Financial Planner
- Daniel W. McKennaHantz Financial Services, Inc. · Certified Financial Planner
- Paul J. MessiterUnited Capital Financial Advisors · Certified Financial Planner
- Charles B. MillikenSpc · Certified Financial Planner
- Margaret M. MooreWells Fargo Clearing Services, LLC · Certified Financial Planner
- Steven W. MorseOsaic Advisory Services, LLC · Certified Financial Planner
- Paul H. MoySpc · Certified Financial Planner
- Sean MuellerLPL Enterprise, LLC · Certified Financial Planner
- Bryan T. MulvihillPinnacle Investment Advisors, LLC · Certified Financial Planner
- Nicholas H. MuracaMML Investors Services, LLC · Certified Financial Planner
- David M. NicholsHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin C. O'NeillSpc · Certified Financial Planner
- Robert D. OliverOliver Financial Planning LLC · Certified Financial Planner, Chartered Financial Analyst
- Karla E. Olson-BellfiRobert W. Baird & Co. Incorporated · Certified Financial Planner
- George PapadopoulosGeorge Papadopoulos, CPA/Pfs,cfp · Certified Financial Planner
- Nicholas ParrosWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Gary D. PollockSpc · Certified Financial Planner
- Justin W. RiceRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael J. RobertsonSpc · Certified Financial Planner
- Jeremiah L. RuppStrategic Advisers LLC · Certified Financial Planner
- Brian E. SchragWells Fargo Clearing Services, LLC · Certified Financial Planner
- Andrew J. SettecerriArbor Trust Wealth Advisors, LLC · Certified Financial Planner
- Patricia K. SlocumArborfi Advisors, LLC · Certified Financial Planner
- Benjamin G. StahlSpc · Certified Financial Planner
- Michael StrosMercer Global Advisors Inc. · Certified Financial Planner
- Austin A. TapleyHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald G. TernsSpc · Certified Financial Planner
- Scott TousaEdward Jones · Certified Financial Planner
- William F. Ulle IVPlante Moran Financial Advisors · Certified Financial Planner
- Lynne M. VerdoneSpc · Certified Financial Planner
- Gary L. VogelgesangSpc · Certified Financial Planner
- Maggie E. WagnerMercer Global Advisors Inc. · Certified Financial Planner
- Douglas J. WattsMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tyler WeirRehmann Wealth · Certified Financial Planner
- Brian H. WeismanColumbia Asset Management, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Ann Arbor
Spc 33Hantz Financial Services, Inc. 9Retirement Income Solutions, Inc. 7Plante Moran Financial Advisors 6Mercer Global Advisors Inc. 5Edward Jones 4Cg Advisory Services 3Ameriprise Financial Services, LLC 2Arborfi Advisors, LLC 2Cwm, LLC 2LPL Financial LLC 2MML Investors Services, LLC 2Pinnacle Investment Advisors, LLC 2Raymond James Financial Services Advisors, Inc. 2Strategic Advisers LLC 2
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Southfield 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 17Ada 15
Questions
How many CFP financial advisors are in Ann Arbor, MI?
110 SEC-registered investment adviser representatives at firm offices in Ann Arbor, Michigan list the CFP designation; Spc employs the most of them (33).
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 Ann Arbor?
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.