Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Holland, MI
Every SEC-registered financial advisor at a firm office in Holland who lists the Certified Financial Planner designation, A to Z.
36 CFP professionals work in Holland; the most are at Advisory Alpha, LLC (9). 20 are also registered broker representatives.
CFP advisors in Holland, A to Z
Every advisor in Holland →- Benjamin D. AllenAdvisory Alpha, LLC · Certified Financial Planner
- Nathan L. BaumannLvz, Inc. · Certified Financial Planner
- Calvin C. ChanskiCaptrust Wealth Advisors · Certified Financial Planner
- Tracey J. ClarkRaymond James & Associates, Inc. · Certified Financial Planner
- Anna M. DeboerCetera Investment Advisers LLC · Certified Financial Planner
- Michael A. DewittAdvisory Alpha, LLC · Certified Financial Planner
- Ross W. DiekemaEdward Jones · Certified Financial Planner
- Ian ForemanEntrusted Stewardship LLC · Certified Financial Planner
- Kyle P. Grevengoed320 Life Financial Planning · Certified Financial Planner
- Eric J. GritterClearview Capital · Certified Financial Planner, Chartered Financial Analyst
- Nicholas H. HeinrichAdvisory Alpha, LLC · Certified Financial Planner, Chartered Financial Analyst
- James M. HillAdvisory Alpha, LLC · Certified Financial Planner
- Timothy D. HuizengaAmeriprise Financial Services, LLC · Certified Financial Planner
- Scott J. JunglingEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jonathan F. KlettCaptrust Wealth Advisors · Certified Financial Planner
- Andrew B. LesperanceEdward Jones · Certified Financial Planner
- Martin Lopez TueroAdvisory Alpha, LLC · Certified Financial Planner
- Brenda M. MarzynskiStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Samuel A. MasonS.A. Mason, LLC · Certified Financial Planner
- Joseph A. MeckleyEdward Jones · Certified Financial Planner
- Daniel P. MelnykCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Daniel B. O'MealeyDb & C Advisors, LLC · Certified Financial Planner
- Steve M. Osterink Jr.Advisory Alpha, LLC · Certified Financial Planner, Chartered Financial Analyst
- Jensen P. PostemaCetera Investment Advisers LLC · Certified Financial Planner
- Ronald J. Price Jr.Captrust Wealth Advisors · Certified Financial Planner
- Daniel W. RauschOsaic Advisory Services, LLC · Certified Financial Planner
- Mark L. RecoulleyEdward Jones · Certified Financial Planner
- Daniel J. RibbinkAdvisory Alpha, LLC · Certified Financial Planner
- Cameron S. RiosEdward Jones · Certified Financial Planner
- Peter A. SamenukAdvisory Alpha, LLC · Certified Financial Planner
- Lisa M. TimmerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Todd R. Vander LugtIndependent Advisor Alliance, LLC · Certified Financial Planner
- Ryan J. VanderzwartLvz, Inc. · Certified Financial Planner
- Nathaniel T. VolkemaOsaic Wealth, Inc. · Certified Financial Planner
- Karron E. WagesAdvisory Alpha, LLC · Certified Financial Planner
- Erin M. ZylmanEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Holland
Advisory Alpha, LLC 9Edward Jones 7Captrust Wealth Advisors 3Cetera Investment Advisers LLC 2Lvz, Inc. 2320 Life Financial Planning 1Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Clearview Capital 1Db & C Advisors, LLC 1Entrusted Stewardship LLC 1Independent Advisor Alliance, LLC 1Osaic Advisory Services, LLC 1Osaic Wealth, Inc. 1Raymond James & Associates, Inc. 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Auburn 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 Holland, MI?
36 SEC-registered investment adviser representatives at firm offices in Holland, Michigan list the CFP designation; Advisory Alpha, LLC employs the most of them (9).
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 Holland?
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.