Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Lansing, MI
Every SEC-registered financial advisor at a firm office in Lansing who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Lansing; the most are at Rehmann Wealth (7). 9 are also registered broker representatives.
CFP advisors in Lansing, A to Z
Every advisor in Lansing →- Amanda J. BeelerWashington Avenue Advisors · Certified Financial Planner
- Francis CherniawskiMadison Avenue Securities, LLC · Certified Financial Planner
- Paul J. Damon724 Capital, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kiley A. EoryPrivate Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jalen GarrettRehmann Wealth · Certified Financial Planner
- Robert A. GentnerFounders Financial Securities LLC · Certified Financial Planner
- Caitlyn GimlerRehmann Wealth · Certified Financial Planner
- Anthony-Jacob W. GirardFounders Financial Securities LLC · Certified Financial Planner
- Erik L. HansenEdward Jones · Certified Financial Planner
- Derek D. JohnsonUnited Advisors America · Certified Financial Planner
- Brian M. KlemczakWashington Avenue Advisors · Certified Financial Planner
- William L. LazarRehmann Wealth · Certified Financial Planner
- Colin LennoxRehmann Wealth · Certified Financial Planner
- Mark A. MeyersRehmann Wealth · Certified Financial Planner, Chartered Financial Consultant
- Nicholas F. NautaShotwell Rutter Baer Inc. · Certified Financial Planner
- Nicholas B. PopeWashington Avenue Advisors · Certified Financial Planner
- Mark A. QuimbyEdward Jones · Certified Financial Planner
- James P. RussellRehmann Wealth · Certified Financial Planner
- Jon P. SolitroCig Asset Management · Certified Financial Planner
- Brandon WeaverWashington Avenue Advisors · Certified Financial Planner
- Gary A. WedgeNewage Advisors LLC · Certified Financial Planner
- Thomas WigginsRehmann Wealth · Certified Financial Planner
Firms with the most CFP professionals in Lansing
Rehmann Wealth 7Washington Avenue Advisors 4Edward Jones 2Founders Financial Securities LLC 2724 Capital, LLC 1Cig Asset Management 1Madison Avenue Securities, LLC 1Newage Advisors LLC 1Private Advisor Group, LLC 1Shotwell Rutter Baer Inc. 1United Advisors America 1Wealth Management Institute, Inc. 1
CFP advisors in other Michigan cities
All of Michigan →Grand Rapids 143Troy 118Ann Arbor 110Southfield 96Bloomfield Hills 62Portage 53Birmingham 48Farmington Hills 47Kalamazoo 41Holland 36Auburn Hills 35Traverse City 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Grand Blanc 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Lansing, MI?
22 SEC-registered investment adviser representatives at firm offices in Lansing, Michigan list the CFP designation; Rehmann Wealth employs the most of them (7).
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 Lansing?
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.