Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Auburn Hills, MI
Every SEC-registered financial advisor at a firm office in Auburn Hills who lists the Certified Financial Planner designation, A to Z.
35 CFP professionals work in Auburn Hills; the most are at Plante Moran Financial Advisors (9). 18 are also registered broker representatives.
CFP advisors in Auburn Hills, A to Z
Every advisor in Auburn Hills →- William C. BeanPlante Moran Financial Advisors · Certified Financial Planner
- Anthony A. BonanniOsaic Wealth, Inc. · Certified Financial Planner
- Branden CarneyMelone Private Wealth, LLC · Certified Financial Planner
- Robert J. CarrOnedigital · Certified Financial Planner
- Andrew P. CharbonneauDefining Wealth · Certified Financial Planner
- James A. ClarkAmeriprise Financial Services, LLC · Certified Financial Planner
- Mark D. CorombosPlante Moran Financial Advisors · Certified Financial Planner
- Douglas A. CoursenPlante Moran Financial Advisors · Certified Financial Planner
- Jeffrey V. CovertTeam Covert, LLC · Certified Financial Planner
- Jaime M. EckelsPlante Moran Financial Advisors · Certified Financial Planner
- Paul J. ElliottJ.P. Morgan Securities LLC · Certified Financial Planner
- Ryan L. FedricksPlante Moran Financial Advisors · Certified Financial Planner, Chartered Financial Analyst
- Jason L. FirekRaymond James & Associates, Inc. · Certified Financial Planner
- Henry J. GuzzoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Stephen T. HuberOsaic Wealth, Inc. · Certified Financial Planner
- Rebecca M. KindigCx Institutional, LLC · Certified Financial Planner
- Brett J. KunklePlante Moran Financial Advisors · Certified Financial Planner
- James S. McGill IIMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Louis J. MeloneMelone Private Wealth, LLC · Certified Financial Planner
- Robert J. MooreCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Matthew D. MoretuzzoPlante Moran Financial Advisors · Certified Financial Planner
- Victor L. PhillipsAmeriprise Financial Services, LLC · Certified Financial Planner
- Kevin M. PierceLPL Financial LLC · Certified Financial Planner
- Brian J. ProbstRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brittany J. ReidPlante Moran Financial Advisors · Certified Financial Planner
- Christopher T. ReidAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael J. ReitermanKaydan Wealth Management, Inc. · Certified Financial Planner
- Ethan T. SiekkinenPlante Moran Financial Advisors · Certified Financial Planner
- Jeffrey R. SteeleCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Joseph M. TenbuschJ.P. Morgan Securities LLC · Certified Financial Planner
- Scott D. TorosianLPL Financial LLC · Certified Financial Planner
- Thomas P. WilliamsCx Institutional, LLC · Certified Financial Planner
- Justin M. WilliamsonCommonwealth Financial Network · Certified Financial Planner
- Clayton J. WinklerOsaic Wealth, Inc. · Certified Financial Planner
- Alec S. WycoffLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Auburn Hills
Plante Moran Financial Advisors 9Ameriprise Financial Services, LLC 4Commonwealth Financial Network 3LPL Financial LLC 3Osaic Wealth, Inc. 3Cx Institutional, LLC 2J.P. Morgan Securities LLC 2Melone Private Wealth, LLC 2Defining Wealth 1Kaydan Wealth Management, Inc. 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Onedigital 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 1Team Covert, 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 36Traverse 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 Auburn Hills, MI?
35 SEC-registered investment adviser representatives at firm offices in Auburn Hills, Michigan list the CFP designation; Plante Moran Financial Advisors employs the most of them (9).
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 Auburn Hills?
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.