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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Kalamazaoo, MI

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

The short answer

1 CFP advisor work in Kalamazaoo; the most are at Raymond James Financial Services Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Kalamazaoo, A to Z

Every advisor in Kalamazaoo →
  • Leon BennettRaymond James Financial Services Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Kalamazaoo

Raymond James Financial Services 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 Kalamazaoo, MI?

1 SEC-registered investment adviser representatives at firm offices in Kalamazaoo, Michigan list the CFP designation; Raymond James Financial Services 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 Kalamazaoo?

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.