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SEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first time

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Birmingham, MI

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

48 CFP professionals work in Birmingham; the most are at UBS Financial Services Inc. (15). 36 are also registered broker representatives.

CFP advisors in Birmingham, A to Z

Every advisor in Birmingham →

Firms with the most CFP professionals in Birmingham

UBS Financial Services Inc. 15Raymond James & Associates, Inc. 5Oppenheimer & Co. Inc. 4Planning Alternatives Ltd. 3Gunder Wealth Management, LLC 2J.P. Morgan Securities LLC 2Morgan Stanley 2Private Advisor Group, LLC 2Raymond James Financial Services Advisors, Inc. 2Robert W. Baird & Co. Incorporated 2Ameriprise Financial Services, LLC 1Cibc Private Wealth Advisors, Inc. 1Citizens Securities, Inc. 1Fintentional LLC 1Liberty Capital Management Inc. 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Farmington 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 Birmingham, MI?

48 SEC-registered investment adviser representatives at firm offices in Birmingham, Michigan list the CFP designation; UBS Financial Services Inc. employs the most of them (15).

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 Birmingham?

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.