Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Petoskey, MI
Every SEC-registered financial advisor at a firm office in Petoskey who lists the Certified Financial Planner designation, A to Z.
5 CFP professionals work in Petoskey; the most are at Farther (3). 2 are also registered broker representatives.
CFP advisors in Petoskey, A to Z
Every advisor in Petoskey →- Courtney M. FontFarther · Certified Financial Planner
- Richard J. GarnerCetera Investment Advisers LLC · Certified Financial Planner
- William A. HansenFarther · Certified Financial Planner
- John S. Marshall Jr.Farther · Certified Financial Planner, Chartered Financial Analyst
- James M. TaylorCetera Investment Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in Petoskey
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 Petoskey, MI?
5 SEC-registered investment adviser representatives at firm offices in Petoskey, Michigan list the CFP designation; Farther 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 Petoskey?
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.