Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Midland, MI
Every SEC-registered financial advisor at a firm office in Midland who lists the Certified Financial Planner designation, A to Z.
18 CFP professionals work in Midland; the most are at Ameriprise Financial Services, LLC (4). 13 are also registered broker representatives.
CFP advisors in Midland, A to Z
Every advisor in Midland →- Andrew BoermaAmeriprise Financial Services, LLC · Certified Financial Planner
- Shane M. BradleySym Financial Advisors · Certified Financial Planner
- Douglas CelliniKingsview Wealth Management, LLC · Certified Financial Planner
- Rodney S. ColemanSym Financial Advisors · Certified Financial Planner
- Sam E. HowardRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Chelsea L. KrollAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jonathan R. LaundraEdward Jones · Certified Financial Planner
- Stephen L. LawlerSym Financial Advisors · Certified Financial Planner
- Meredith K. LebaronEdward Jones · Certified Financial Planner
- Eric NeubeckerWells Fargo Clearing Services, LLC · Certified Financial Planner
- Gavin T. PattersonHantz Financial Services, Inc. · Certified Financial Planner
- Steven J. RinggoldAmeriprise Financial Services, LLC · Certified Financial Planner
- Jeremy M. ShaferWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Jacob R. SmithStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Scott A. SmithStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Doak R. StolzStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Dennis J. TaylorEdward Jones · Certified Financial Planner
- Tony A. WinterAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Midland
Ameriprise Financial Services, LLC 4Edward Jones 3Stifel, Nicolaus & Company, Incorporated 3Sym Financial Advisors 3Hantz Financial Services, Inc. 1Kingsview Wealth Management, LLC 1Robert W. Baird & Co. Incorporated 1Wealth Enhancement Advisory Services, 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 19Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Midland, MI?
18 SEC-registered investment adviser representatives at firm offices in Midland, Michigan list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (4).
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 Midland?
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.