Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in East Lansing, MI
Every SEC-registered financial advisor at a firm office in East Lansing who lists the Certified Financial Planner designation, A to Z.
The short answer
20 CFP professionals work in East Lansing; the most are at Plante Moran Financial Advisors (8). 8 are also registered broker representatives.
CFP advisors in East Lansing, A to Z
Every advisor in East Lansing →- Scott A. BarnhartFairway Investment Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric J. BowersPlante Moran Financial Advisors · Certified Financial Planner
- Duncan T. ClarkPlante Moran Financial Advisors · Certified Financial Planner
- Kevin L. DraggooMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Richard T. FeightIam Financial · Certified Financial Planner
- Sara J. Frank-HepferCommonwealth Financial Network · Certified Financial Planner
- Mallory K. GriffinPlante Moran Financial Advisors · Certified Financial Planner
- David M. HartLPL Financial LLC · Certified Financial Planner
- Charles R. HerroldCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Seth F. HoulePlante Moran Financial Advisors · Certified Financial Planner
- Connor P. MatlockPlante Moran Financial Advisors · Certified Financial Planner
- Matthew M. NordmannIntegrated Wealth Concepts LLC · Certified Financial Planner
- Nathan W. PeschDrivenwealth, LLC · Certified Financial Planner
- Patrick M. PetersonWells Fargo Clearing Services, LLC · Certified Financial Planner
- Zachary D. RivardStraightline · Certified Financial Planner
- Thomas W. SmallLPL Financial LLC · Certified Financial Planner
- William D. StoskopfOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel G. TaylorPlante Moran Financial Advisors · Certified Financial Planner
- Gregory R. WalthornPlante Moran Financial Advisors · Certified Financial Planner
- Myles A. WileyPlante Moran Financial Advisors · Certified Financial Planner
Firms with the most CFP professionals in East Lansing
Plante Moran Financial Advisors 8Commonwealth Financial Network 2LPL Financial LLC 2Drivenwealth, LLC 1Fairway Investment Group, LLC 1Iam Financial 1Integrated Wealth Concepts LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Osaic Wealth, Inc. 1Straightline 1Wells Fargo Clearing Services, 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 22Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in East Lansing, MI?
20 SEC-registered investment adviser representatives at firm offices in East Lansing, Michigan list the CFP designation; Plante Moran Financial Advisors employs the most of them (8).
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 East Lansing?
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.