Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Marquette, MI
Every SEC-registered financial advisor at a firm office in Marquette who lists the Certified Financial Planner designation, A to Z.
17 CFP professionals work in Marquette; the most are at Edward Jones (3). 14 are also registered broker representatives.
CFP advisors in Marquette, A to Z
Every advisor in Marquette →- Mark A. AhoRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Samuel J. BennettLPL Financial LLC · Certified Financial Planner
- Jeffrey W. BlewettWells Fargo Clearing Services, LLC · Certified Financial Planner
- Amy BuckPlanpath Financial · Certified Financial Planner
- Douglas S. GarrowWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Douglas R. GordonEdward Jones · Certified Financial Planner
- Paul D. HeinOsaic Wealth, Inc. · Certified Financial Planner
- Joseph A. JeevesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott W. KnafflaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Connor MasonMerit Financial Advisors · Certified Financial Planner
- Thomas D. McFaddenEdward Jones · Certified Financial Planner
- Kirk E. RascherCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Bruce A. RobertsB.A. Roberts Financial Services, Inc. · Certified Financial Planner
- Paul A. StormLincoln Investment · Certified Financial Planner
- Johannes H. Ter MorsHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christian VerardiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Katy R. VoglerAmeriprise Financial Services, LLC · Certified Financial Planner
Firms with the most CFP professionals in Marquette
Edward Jones 3Ameriprise Financial Services, LLC 2Raymond James Financial Services Advisors, Inc. 2B.A. Roberts Financial Services, Inc. 1Cambridge Investment Research Advisors, Inc. 1Hantz Financial Services, Inc. 1LPL Financial LLC 1Lincoln Investment 1Merit Financial Advisors 1Osaic Wealth, Inc. 1Planpath Financial 1Wells Fargo Advisors Financial Network, LLC 1Wells Fargo Clearing Services, LLC 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 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Ada 15
Questions
How many CFP financial advisors are in Marquette, MI?
17 SEC-registered investment adviser representatives at firm offices in Marquette, Michigan list the CFP designation; Edward Jones employs the most of them (3).
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 Marquette?
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.