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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Detroit, MI

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

7 CFP professionals work in Detroit; the most are at Plante Moran Financial Advisors (4). 1 are also registered broker representatives.

CFP advisors in Detroit, A to Z

Every advisor in Detroit →

Firms with the most CFP professionals in Detroit

Plante Moran Financial Advisors 4M Holdings Securities, Inc. 1Paragon Investing, LLC 1Signal Advisors Wealth, 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 Detroit, MI?

7 SEC-registered investment adviser representatives at firm offices in Detroit, Michigan list the CFP designation; Plante Moran Financial Advisors employs the most of them (4).

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 Detroit?

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.