Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Bloomfield Hills, MI
Every SEC-registered financial advisor at a firm office in Bloomfield Hills who lists the Certified Financial Planner designation, A to Z.
62 CFP professionals work in Bloomfield Hills; the most are at Diversified Portfolios, Inc. (5). 26 are also registered broker representatives.
CFP advisors in Bloomfield Hills, A to Z
Every advisor in Bloomfield Hills →- Dominic R. ArnoldNorthern Financial Advisors, Inc. · Certified Financial Planner
- Meredith K. AtraszStrategic Advisers LLC · Certified Financial Planner
- Frank L. BanksMorgan Stanley · Certified Financial Planner
- Brett M. BollaertOsaic Advisory Services, LLC · Certified Financial Planner
- Mitchell E. BonnettMadison Avenue Securities, LLC · Certified Financial Planner
- Earl B. BosartRBC Capital Markets, LLC · Certified Financial Planner
- Christopher J. Burke IIAzimuth Capital Management · Certified Financial Planner
- Mark F. BurnsHightower Advisors, LLC · Certified Financial Planner
- Karlye V. ByrnesMariner · Certified Financial Planner
- Ryan P. ConnerDiversified Portfolios, Inc. · Certified Financial Planner
- Dace A. DekruifSilver Strand Financial Planning · Certified Financial Planner
- Nisha K. DoshiOsaic Wealth, Inc. · Certified Financial Planner
- Michael D. EmersonMariner · Certified Financial Planner
- Brian R. FrankeIntegrated Capital Management · Certified Financial Planner
- Henry GembisMorgan Stanley · Certified Financial Planner
- Nathan A. HawrotSculati Wealth Management, LLC · Certified Financial Planner
- Scott D. HeathHeath Capital Management, Inc. · Certified Financial Planner
- Connor S. HughesDiversified Portfolios, Inc. · Certified Financial Planner
- Christine IshamNorthern Financial Advisors, Inc. · Certified Financial Planner
- Dominik IshamNorthern Financial Advisors, Inc. · Certified Financial Planner
- Sabrina IshamNorthern Financial Advisors, Inc. · Certified Financial Planner
- Jeffrey W. IvoryGainplan LLC · Certified Financial Planner
- Nicholas A. KlankeOsaic Wealth, Inc. · Certified Financial Planner
- Daniel J. KostaroffLsia · Certified Financial Planner, Chartered Financial Analyst
- Michael S. KovieRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven M. KuzaOxford Harriman Private Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Pamela S. LandyLifecycle Financial Planners Inc. · Certified Financial Planner
- Joshua A. LaneskyJmg Financial Group Ltd. · Certified Financial Planner
- Kevin R. LarsonMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Jonathan D. LauMML Investors Services, LLC · Certified Financial Planner
- Anthony R. LottRaymond James & Associates, Inc. · Certified Financial Planner
- Patrick R. MartinMorgan Stanley · Certified Financial Planner
- Frank MigliazzoMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Todd R. MossGreystone Financial Group, LLC · Certified Financial Planner
- Mitchell MowidCranbrook Wealth Management, LLC · Certified Financial Planner
- Kipatrick J. MrkvaGainplan LLC · Certified Financial Planner
- Brandon J. MudloffMorgan Stanley · Certified Financial Planner
- Patrick NalepaGainplan LLC · Certified Financial Planner
- Joseph K. NelsonEmde Wealth Management LLC · Certified Financial Planner
- Thomas C. PostDiversified Portfolios, Inc. · Certified Financial Planner
- Ryan J. QuinnIntegrated Wealth Concepts LLC · Certified Financial Planner
- Jared P. RemeszOsaic Advisory Services, LLC · Certified Financial Planner
- Logan T. RossCranbrook Wealth Management, LLC · Certified Financial Planner
- Melissa R. ScengaLifecycle Financial Planners Inc. · Certified Financial Planner
- Thaddeus W. SchlaudSecure Asset Management, L.L.C. · Certified Financial Planner
- Jeffrey J. SmithKestra Private Wealth Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Scott C. SmithLifecycle Financial Planners Inc. · Certified Financial Planner
- Nicole J. StandenGainplan LLC · Certified Financial Planner
- Alexander W. StrekModell Capital Management LLC · Certified Financial Planner
- Kristofer SzteinFifth Third Securities, Inc. · Certified Financial Planner
- Geoffrey ThompsonLPL Financial LLC · Certified Financial Planner
- Steven M. ThompsonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Daniel E. TotonchiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Michael P. TyranskiMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Travis G. VeenhuisZhang Financial · Certified Financial Planner
- Noel D. VillajuanDiversified Portfolios, Inc. · Certified Financial Planner
- Katharine P. WagnerDiversified Portfolios, Inc. · Certified Financial Planner
- Danielle S. WashingtonMariner · Certified Financial Planner
- Loyd B. WellmanBeacon Pointe Advisors, LLC · Certified Financial Planner
- Kenneth H. White IIIMariner · Certified Financial Planner
- Nicole G. WirickProsperity Wealth Strategies LLC · Certified Financial Planner
- Chad M. WottonSecure Asset Management, L.L.C. · Certified Financial Planner
Firms with the most CFP professionals in Bloomfield Hills
Diversified Portfolios, Inc. 5Gainplan LLC 4Mariner 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Morgan Stanley 4Northern Financial Advisors, Inc. 4Lifecycle Financial Planners Inc. 3Cranbrook Wealth Management, LLC 2Osaic Advisory Services, LLC 2Osaic Wealth, Inc. 2Secure Asset Management, L.L.C. 2Azimuth Capital Management 1Beacon Pointe Advisors, LLC 1Emde Wealth Management LLC 1Fifth Third Securities, Inc. 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Portage 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 Bloomfield Hills, MI?
62 SEC-registered investment adviser representatives at firm offices in Bloomfield Hills, Michigan list the CFP designation; Diversified Portfolios, Inc. employs the most of them (5).
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 Bloomfield 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.