Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Kalamazoo, MI
Every SEC-registered financial advisor at a firm office in Kalamazoo who lists the Certified Financial Planner designation, A to Z.
41 CFP professionals work in Kalamazoo; the most are at Kestra Advisory Services, LLC (5). 20 are also registered broker representatives.
CFP advisors in Kalamazoo, A to Z
Every advisor in Kalamazoo →- Brian C. AilesAmeriprise Financial Services, LLC · Certified Financial Planner
- Michael L. BrundageClear Ridge Wealth Management, LLC · Certified Financial Planner
- Robert F. CampbellKestra Advisory Services, LLC · Certified Financial Planner
- Paul D. CarlsonAmeriprise Financial Services, LLC · Certified Financial Planner
- Daniel R. ColemanEdward Jones · Certified Financial Planner
- Ryan M. DausDaus Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- James E. GasawayGasaway Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Richard D. GeibKestra Advisory Services, LLC · Certified Financial Planner
- Blane HeislerRaymond James & Associates, Inc. · Certified Financial Planner
- Scott A. HigginsM Holdings Securities, Inc. · Certified Financial Planner
- Chase M. ImbergerGasaway Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Heather R. KakabeekeRaymond James & Associates, Inc. · Certified Financial Planner
- Robert B. Kerschbaum IIIAmeriprise Financial Services, LLC · Certified Financial Planner
- Wesley G. LentzKestra Advisory Services, LLC · Certified Financial Planner
- Jerry B. LoveF L Putnam Investment Management Co. · Certified Financial Planner
- Joel J. MacyauskiCx Institutional, LLC · Certified Financial Planner
- Lucas W. MansbergerBreakwater Capital · Certified Financial Planner, Chartered Financial Analyst
- Jordan P. MarchewkaHfg Advisors Inc. · Certified Financial Planner
- Michael R. MattesonEdward Jones · Certified Financial Planner
- Andrew L. MayerCx Institutional, LLC · Certified Financial Planner
- Jared V. McNeeWolff Financial Management LLC · Certified Financial Planner
- Nicholas S. MesserKestra Advisory Services, LLC · Certified Financial Planner
- Kevin L. MillerTrunorth Capital Management, LLC · Certified Financial Planner
- Trenden PeacockDaus Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Samuel D. PietrogalloWolff Financial Management LLC · Certified Financial Planner
- Ross M. PollardBreakwater Capital · Certified Financial Planner
- Jason T. ReedAmeriprise Financial Services, LLC · Certified Financial Planner
- William J. RobertsCws Financial Advisors LLC · Certified Financial Planner
- Jessica L. RossanaCreative Planning · Certified Financial Planner
- John S. RuzzaCx Institutional, LLC · Certified Financial Planner
- Matthew L. RzepkaValley Oak Investment Strategies LLC · Certified Financial Planner
- Lindsey E. SplendorioCws Financial Advisors LLC · Certified Financial Planner
- Dennis L. StarbuckLPL Financial LLC · Certified Financial Planner
- Mark G. SteginkKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonathan M. VargoEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Randall J. VerlinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Mark A. WeathersBlack Diamond Investment Group,inc. · Certified Financial Planner
- Carrie A. WedelCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Cory D. WietfeldtCws Financial Advisors LLC · Certified Financial Planner
- Matthew R. WolffWolff Financial Management LLC · Certified Financial Planner
- Daniel L. YoungsHfg Advisors Inc. · Certified Financial Planner
Firms with the most CFP professionals in Kalamazoo
Kestra Advisory Services, LLC 5Ameriprise Financial Services, LLC 4Cws Financial Advisors LLC 3Cx Institutional, LLC 3Edward Jones 3Wolff Financial Management LLC 3Breakwater Capital 2Cambridge Investment Research Advisors, Inc. 2Daus Financial Group, LLC 2Gasaway Investment Advisors, Inc. 2Hfg Advisors Inc. 2Osaic Wealth, Inc. 2Raymond James & Associates, Inc. 2Black Diamond Investment Group,inc. 1Clear Ridge Wealth Management, LLC 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Holland 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 Kalamazoo, MI?
41 SEC-registered investment adviser representatives at firm offices in Kalamazoo, Michigan list the CFP designation; Kestra Advisory Services, LLC employs the most of them (5).
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 Kalamazoo?
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.