Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Plymouth, MI
Every SEC-registered financial advisor at a firm office in Plymouth who lists the Certified Financial Planner designation, A to Z.
The short answer
28 CFP professionals work in Plymouth; the most are at LPL Financial LLC (3). 17 are also registered broker representatives.
CFP advisors in Plymouth, A to Z
Every advisor in Plymouth →- Steve E. AlexandrowskiGem Asset Management, LLC · Certified Financial Planner
- Aman U. AwanLPL Financial LLC · Certified Financial Planner
- Joseph M. BinderEquitable Advisors, LLC · Certified Financial Planner
- John A. BirchlerEdward Jones · Certified Financial Planner
- Carolynn B. BridgesLPL Financial LLC · Certified Financial Planner
- James T. BurnsOntrack Wealth Management · Certified Financial Planner
- Lisa M. CareyGem Asset Management, LLC · Certified Financial Planner
- Scott R. CartyCustom Wealth Management · Certified Financial Planner
- Daniel A. CestaPinnacle Wealth Management Group, Inc. · Certified Financial Planner
- Lindsay O. CorneilleRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Connor R. GaffneyAdvisory Alpha, LLC · Certified Financial Planner
- Julie C. GoldsmithMutual Of Omaha Investor Services, Inc. · Certified Financial Planner
- Haley A. HernandezSavant Wealth Management · Certified Financial Planner
- Urban J. HubertUBS Financial Services Inc. · Certified Financial Planner
- Ernest L. HughesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Scott G. JasmanLPL Financial LLC · Certified Financial Planner
- Joseph C. KochB. Riley Wealth Advisors, Inc. · Certified Financial Planner
- Kevin T. KralKral Financial Advisors, LLC · Certified Financial Planner, Personal Financial Specialist
- Dennis LavoyOsaic Wealth, Inc. · Certified Financial Planner
- Kevin J. McDevittUBS Financial Services Inc. · Certified Financial Planner
- Patrick T. O'NeillRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Brittany L. RingoAutumn Financial Advisors, LLC · Certified Financial Planner
- Timothy R. RosiakSpc · Certified Financial Planner
- Jacob R. SmithWaldron Private Wealth · Certified Financial Planner
- Elizabeth J. Tkacz BreitnerRaymond James & Associates, Inc. · Certified Financial Planner
- Nicholas J. UrbanWaldron Private Wealth · Certified Financial Planner
- Joseph M. WarseckeSpc · Certified Financial Planner
- Donald G. WylinSavant Wealth Management · Certified Financial Planner
Firms with the most CFP professionals in Plymouth
LPL Financial LLC 3Raymond James Financial Services Advisors, Inc. 3Gem Asset Management, LLC 2Savant Wealth Management 2Spc 2UBS Financial Services Inc. 2Waldron Private Wealth 2Advisory Alpha, LLC 1Autumn Financial Advisors, LLC 1B. Riley Wealth Advisors, Inc. 1Custom Wealth Management 1Edward Jones 1Equitable Advisors, LLC 1Kral Financial Advisors, LLC 1Mutual Of Omaha Investor 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 34Brighton 27Livonia 25Rochester 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Plymouth, MI?
28 SEC-registered investment adviser representatives at firm offices in Plymouth, Michigan list the CFP designation; LPL Financial LLC 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 Plymouth?
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.