Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rochester, MI
Every SEC-registered financial advisor at a firm office in Rochester who lists the Certified Financial Planner designation, A to Z.
23 CFP professionals work in Rochester; the most are at Edward Jones (5). 22 are also registered broker representatives.
CFP advisors in Rochester, A to Z
Every advisor in Rochester →- Leonard M. BrunkeyCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert A. BrunmeierOsaic Wealth, Inc. · Certified Financial Planner
- Jeremy H. CoppolaLPL Financial LLC · Certified Financial Planner
- Ryan DecookEdward Jones · Certified Financial Planner
- Lorri L. FreedLPL Financial LLC · Certified Financial Planner
- Jeffrey P. FreemanCetera Investment Advisers LLC · Certified Financial Planner
- Mark M. FryeEdward Jones · Certified Financial Planner
- Kristina M. GrahamEdward Jones · Certified Financial Planner
- Jennifer L. GriffinCetera Investment Advisers LLC · Certified Financial Planner
- Shaun D. HamptonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Marc JancaKovack Advisors, Inc. · Certified Financial Planner
- Cheryl A. KassabClarkston Capital Partners, LLC · Certified Financial Planner
- Valentine M. KochMorgan Stanley · Certified Financial Planner
- Scott D. LundbergLPL Financial LLC · Certified Financial Planner
- Mark R. LundquistEdward Jones · Certified Financial Planner
- Edmond R. LynchEdward Jones · Certified Financial Planner
- Colin J. OverwegAdvize Wealth Management · Certified Financial Planner
- Clifton F. Powell Jr.LPL Financial LLC · Certified Financial Planner
- John P. SaccoMorgan Stanley · Certified Financial Planner
- Charbel SalemStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- David A. SmithStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Stephen P. SolversonRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Robert A. StockoskiLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Rochester
Edward Jones 5LPL Financial LLC 5Cetera Investment Advisers LLC 2Morgan Stanley 2Stifel, Nicolaus & Company, Incorporated 2Advize Wealth Management 1Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Clarkston Capital Partners, LLC 1Kovack Advisors, Inc. 1Osaic Wealth, Inc. 1Raymond James & Associates, 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 25Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Rochester, MI?
23 SEC-registered investment adviser representatives at firm offices in Rochester, Michigan list the CFP designation; Edward Jones employs the most of them (5).
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 Rochester?
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.