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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Harbert, MI

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

The short answer

1 CFP advisor work in Harbert; the most are at B. Riley Wealth Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Harbert, A to Z

Every advisor in Harbert →
  • Ann W. KuppeB. Riley Wealth Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Harbert

B. Riley Wealth Advisors, Inc. 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 143Troy 118Ann Arbor 111Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Novi 34Traverse City 34Plymouth 28Brighton 27Livonia 25Grand Blanc 23Rochester 23Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17

Questions

How many CFP financial advisors are in Harbert, MI?

1 SEC-registered investment adviser representatives at firm offices in Harbert, Michigan list the CFP designation; B. Riley Wealth Advisors, Inc. employs the most of them (1).

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 Harbert?

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.