Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Grand Rapids, MI
Every SEC-registered financial advisor at a firm office in Grand Rapids who lists the Certified Financial Planner designation, A to Z.
143 CFP professionals work in Grand Rapids; the most are at LPL Financial LLC (16). 79 are also registered broker representatives.
CFP advisors in Grand Rapids, A to Z
Every advisor in Grand Rapids →- Ryan M. AllenFinancial Advisory Corporation · Certified Financial Planner, Chartered Financial Analyst
- Rebecca R. AndersonEdward Jones · Certified Financial Planner
- Paul G. AnthesFinancial Advisory Corporation · Certified Financial Planner
- Blake A. AppellHill Island Financial LLC · Certified Financial Planner
- Thomas H. Armstrong Sr.Cetera Investment Advisers LLC · Certified Financial Planner
- Mark D. AsmaEdward Jones · Certified Financial Planner
- Lisa J. AyotteEdward Jones · Certified Financial Planner
- Joel A. BarrettRockefeller Financial LLC · Certified Financial Planner
- Jennifer I. BeachPlante Moran Financial Advisors · Certified Financial Planner
- Timothy N. BeardenLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas M. BlowerFiduciary Financial Advisors · Certified Financial Planner
- Andrew J. BoatrightInnovia Wealth, LLC · Certified Financial Planner
- Kimberly A. BolkerLPL Financial LLC · Certified Financial Planner
- Wyatt J. BossEmpower Advisory Group, LLC · Certified Financial Planner
- Christopher J. BowmanLifeworks Advisors, LLC · Certified Financial Planner
- Todd H. BrandstadtBenjamin F. Edwards & Company, Inc. · Certified Financial Planner
- Jason R. BrinksOxford Financial Group, Ltd. · Certified Financial Planner
- Steven J. BrohlBrohl Financial LLC · Certified Financial Planner
- Angela D. BrooksFamily Capital Management · Certified Financial Planner
- Al M. BruchnakRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- John C. BushCgn Advisors, LLC · Certified Financial Planner
- Emily J. BustraanRegal Investment Advisors LLC · Certified Financial Planner
- Amy C. ButterfieldPlante Moran Financial Advisors · Certified Financial Planner
- Scott A. BylsmaWells Fargo Clearing Services, LLC · Certified Financial Planner
- Scott D. CaranoPlante Moran Financial Advisors · Certified Financial Planner
- Molly J. ChelovichRaymond James & Associates, Inc. · Certified Financial Planner
- Saralyn CoupeMorgan Stanley · Certified Financial Planner
- Scott M. CousinoCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jason T. CrottieAmeriprise Financial Services, LLC · Certified Financial Planner
- Patrick C. CumminsAdvance Capital Management Inc. · Certified Financial Planner
- Michael CurtisJ.P. Morgan Securities LLC · Certified Financial Planner
- Anna M. DeboerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Ryan M. DetersGrand Wealth Management, LLC · Certified Financial Planner
- Doris J. DraytonCaptrust · Certified Financial Planner
- Ben DruryStrategic Advisers LLC · Certified Financial Planner
- Heather ElveNpf Investment Advisors · Certified Financial Planner
- Scot M. FayThrivent Investment Management Inc. · Certified Financial Planner
- Loran J. FilsonFinancial Advisory Corporation · Certified Financial Planner
- Michael J. ForneyLifeworks Advisors, LLC · Certified Financial Planner
- Vincent J. FrustaglioPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Connor W. GillisMariner · Certified Financial Planner
- Thomas D. GloverCentennial Securities Company, Inc. · Certified Financial Planner
- Don W. GoetcheusCharles Schwab & Co., Inc. · Certified Financial Planner
- James A. HaberleinAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel C. HainesVoisard Asset Management Group · Certified Financial Planner, Chartered Financial Analyst
- James G. Hamilton Jr.LPL Financial LLC · Certified Financial Planner
- Jonathan S. HayesLPL Financial LLC · Certified Financial Planner
- Mark G. HemenwayLifeworks Advisors, LLC · Certified Financial Planner
- David S. HodgeNpf Investment Advisors · Certified Financial Planner, Chartered Financial Analyst
- Gary C. Holvick Jr.Osaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Jason P. HuberLPL Financial LLC · Certified Financial Planner
- Ryan W. JohnsonHundred Financial Planning · Certified Financial Planner
- William D. JohnsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Josip I. JurkovicPlante Moran Financial Advisors · Certified Financial Planner
- Douglas J. KadisonInnovia Wealth, LLC · Certified Financial Planner
- Bradley J. KaminskiRaymond James & Associates, Inc. · Certified Financial Planner
- Scott A. KanaiCetera Investment Advisers LLC · Certified Financial Planner
- Jordan A. KatjeVoisard Asset Management Group · Certified Financial Planner
- Alexandra A. KennedyLifeworks Advisors, LLC · Certified Financial Planner
- Micah KindeInnovia Wealth, LLC · Certified Financial Planner
- Aaron M. KlemmIndependent Financial Partners · Certified Financial Planner
- Derrek J. KlimekRehmann Wealth · Certified Financial Planner
- Ronald L. KnippingRehmann Wealth · Certified Financial Planner
- Randall S. KoenesLPL Financial LLC · Certified Financial Planner
- Brian LafaveAmeriprise Financial Services, LLC · Certified Financial Planner
- Matthew K. LeskovarMpm Wealth Advisors · Certified Financial Planner, Personal Financial Specialist
- Raymond E. LlewellynCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Aaron LouisellRaymond James & Associates, Inc. · Certified Financial Planner
- Michael R. MacgillivrayVoisard Asset Management Group · Certified Financial Planner
- Robert M. MaloofEdward Jones · Certified Financial Planner
- Erin E. McGovernEdward Jones · Certified Financial Planner
- Jared D. MeislingAmeriprise Financial Services, LLC · Certified Financial Planner
- Andrew P. MeyersLafleur & Godfrey Private Wealth Management · Certified Financial Planner
- Sean P. MorrisPlante Moran Financial Advisors · Certified Financial Planner
- Robert D. MossonAmeriprise Financial Services, LLC · Certified Financial Planner
- Randall R. MurphyLPL Financial LLC · Certified Financial Planner
- Timothy J. MurrayMorgan Stanley · Certified Financial Planner
- Arian L. NelsonHill Island Financial LLC · Certified Financial Planner
- Matthew J. NickelsOsaic Wealth, Inc. · Certified Financial Planner
- Scott R. O'MaraLPL Financial LLC · Certified Financial Planner
- Eric D. OliveroLifeworks Advisors, LLC · Certified Financial Planner
- Dustin S. OsborneCommonwealth Financial Network · Certified Financial Planner
- Ryan S. OstrowskiLPL Financial LLC · Certified Financial Planner
- George Pantlind IIInnovia Wealth, LLC · Certified Financial Planner
- Mark E. PearsonNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Adam J. PeircePNC Wealth Management LLC · Certified Financial Planner
- Jacob N. PetrickInnovia Wealth, LLC · Certified Financial Planner
- Thaddeus D. PhelpsAdvance Wealth Management Service, LLC · Certified Financial Planner
- Ross D. PollWells Fargo Clearing Services, LLC · Certified Financial Planner
- Mark D. PostemaEdward Jones · Certified Financial Planner
- Austin G. PotterLPL Financial LLC · Certified Financial Planner
- Rand D. PuttermanMorgan Stanley · Certified Financial Planner
- Jacob RandallFamily Capital Management · Certified Financial Planner
- Shaun A. RaymanEdward Jones · Certified Financial Planner
- Tyler J. RaymanStreamsong Advisors, LLC · Certified Financial Planner
- Craig M. RaymentFinancial Advisory Corporation · Certified Financial Planner
- Nathan J. RaymondRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Alexa G. RederPlante Moran Financial Advisors · Certified Financial Planner
- Randy A. RenkerEdward Jones · Certified Financial Planner
- Jacob R. RinveltKestra Advisory Services, LLC · Certified Financial Planner
- Aaron M. RitsemaLafleur & Godfrey Private Wealth Management · Certified Financial Planner
- Andrew J. RobertsFinancial Advisory Corporation · Certified Financial Planner
- Peter E. RossInnovia Wealth, LLC · Certified Financial Planner
- Mark A. RougasGrand Wealth Management, LLC · Certified Financial Planner
- Katie M. RozenWells Fargo Clearing Services, LLC · Certified Financial Planner
- Aaron J. SalHungerford Financial LLC · Certified Financial Planner
- Mark R. SatkoskiMidwest Capital Advisors, LLC · Certified Financial Planner
- Adam D. SchwallierSchwallier Wealth Management · Certified Financial Planner
- Breanna K. SeechMariner · Certified Financial Planner
- Trevor R. ShieldsLPL Financial LLC · Certified Financial Planner
- Todd S. SmithLifeworks Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- David L. SmitsMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Craig J. SnyderLPL Financial LLC · Certified Financial Planner
- Tyler T. StaplesRaymond James & Associates, Inc. · Certified Financial Planner
- Steven A. StarnesFiduciary Financial Advisors · Certified Financial Planner
- Jared W. StaufferEagle Strategies LLC · Certified Financial Planner
- Adam SteinmetzStrategic Advisers LLC · Certified Financial Planner
- Linda M. StotenburAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert M. SweasLifeworks Advisors, LLC · Certified Financial Planner
- Joanne E. SweetmanLPL Financial LLC · Certified Financial Planner
- Tamara J. SytsmaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Craig J. TaetschEdward Jones · Certified Financial Planner
- Joseph L. TauntCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Bradley ThomasMidwest Capital Advisors, LLC · Certified Financial Planner
- Cameron R. TinsleyCaptrust · Certified Financial Planner
- Casey A. TjalsmaLPL Financial LLC · Certified Financial Planner
- Jack N. TungeMidwest Capital Advisors, LLC · Certified Financial Planner
- Nicholas W. Van LooRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jackson J. VandykeFinancial Advisory Corporation · Certified Financial Planner
- Joseph D. VandykeLPL Financial LLC · Certified Financial Planner
- Nicholas R. VenletLPL Financial LLC · Certified Financial Planner
- Douglas E. VoisardVoisard Asset Management Group · Certified Financial Planner
- Garrett C. Von BehrenPlante Moran Financial Advisors · Certified Financial Planner
- Stephen A. WatkinsStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Jacob R. WatsonInnovia Wealth, LLC · Certified Financial Planner
- Timothy C. WellsCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- David S. WestphalWells Fargo Clearing Services, LLC · Certified Financial Planner
- Calvin D. WiersmaGrand Wealth Management, LLC · Certified Financial Planner
- Jeffrey S. WilliamsGrand Wealth Management, LLC · Certified Financial Planner, Personal Financial Specialist
- George A. WitAmeriprise Financial Services, LLC · Certified Financial Planner
- Nathan C. WoodLvz, Inc. · Certified Financial Planner
- Gregory J. WymaEdward Jones · Certified Financial Planner
- Chad E. ZagelEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Grand Rapids
LPL Financial LLC 16Edward Jones 11Ameriprise Financial Services, LLC 8Innovia Wealth, LLC 7Lifeworks Advisors, LLC 7Plante Moran Financial Advisors 7Financial Advisory Corporation 6Raymond James Financial Services Advisors, Inc. 5Grand Wealth Management, LLC 4Raymond James & Associates, Inc. 4Voisard Asset Management Group 4Wells Fargo Clearing Services, LLC 4Cambridge Investment Research Advisors, Inc. 3Midwest Capital Advisors, LLC 3Morgan Stanley 3
CFP advisors in other Michigan cities
All of Michigan →Troy 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 17Ada 15
Questions
How many CFP financial advisors are in Grand Rapids, MI?
143 SEC-registered investment adviser representatives at firm offices in Grand Rapids, Michigan list the CFP designation; LPL Financial LLC employs the most of them (16).
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 Grand Rapids?
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.