Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Huntington Woods, MI

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

The short answer

2 CFP professionals work in Huntington Woods; the most are at J.P. Morgan Securities LLC (1). 1 are also registered broker representatives.

CFP advisors in Huntington Woods, A to Z

Every advisor in Huntington Woods →

Bradley R. BastionJ.P. Morgan Securities LLC · Certified Financial Planner
Gary S. RosenbergPlanning Alternatives Ltd. · Certified Financial Planner

Firms with the most CFP professionals in Huntington Woods

J.P. Morgan Securities LLC 1 Planning Alternatives Ltd. 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 142 Troy 124 Ann Arbor 117 Southfield 98 Bloomfield Hills 67 Portage 49 Birmingham 48 Farmington Hills 48 Kalamazoo 40 Holland 37 Novi 36 Traverse City 34 Auburn Hills 32 Plymouth 28 Brighton 26 Livonia 24 Grand Blanc 23 Rochester 22 Saginaw 22 East Lansing 20 Lansing 18 Marquette 18 Northville 18 Ada 17

Questions

How many CFP financial advisors are in Huntington Woods, MI?

2 SEC-registered investment adviser representatives at firm offices in Huntington Woods, Michigan list the CFP designation; J.P. Morgan Securities LLC 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 Huntington Woods?

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.