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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Mt. Pleasant, MI

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

3 CFP professionals work in Mt. Pleasant; the most are at Rfm Financial Solutions, LLC (2). 1 are also registered broker representatives.

CFP advisors in Mt. Pleasant, A to Z

Every advisor in Mt. Pleasant →

Firms with the most CFP professionals in Mt. Pleasant

Rfm Financial Solutions, LLC 2Hantz Financial Services, 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 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17

Questions

How many CFP financial advisors are in Mt. Pleasant, MI?

3 SEC-registered investment adviser representatives at firm offices in Mt. Pleasant, Michigan list the CFP designation; Rfm Financial Solutions, LLC employs the most of them (2).

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 Mt. Pleasant?

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.