Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Rochester Hills, MI
Every SEC-registered financial advisor at a firm office in Rochester Hills who lists the Certified Financial Planner designation, A to Z.
The short answer
10 CFP professionals work in Rochester Hills; the most are at LPL Financial LLC (3). 5 are also registered broker representatives.
CFP advisors in Rochester Hills, A to Z
Every advisor in Rochester Hills →- William F. BohneLPL Financial LLC · Certified Financial Planner
- Peter A. CiavagliaLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Sara E. FrazierArrowroot Family Office, LLC · Certified Financial Planner
- Gary R. GilgenLPL Financial LLC · Certified Financial Planner
- Thomas E. GraberImpact Investment Strategies, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Felicia G. HarrisEverythinghr Financial Services LLC · Certified Financial Planner
- Ethan M. HoffmanEdward Jones · Certified Financial Planner
- Erik O. KlumppChessie Advisors, LLC · Certified Financial Planner
- Ronald MillerPNC Wealth Management LLC · Certified Financial Planner
- Kevin T. RadellPredmore Advisors LLC · Certified Financial Planner
Firms with the most CFP professionals in Rochester Hills
LPL Financial LLC 3Arrowroot Family Office, LLC 1Chessie Advisors, LLC 1Edward Jones 1Everythinghr Financial Services LLC 1Impact Investment Strategies, Inc. 1PNC Wealth Management LLC 1Predmore Advisors 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 19Midland 18Northville 18Marquette 17
Questions
How many CFP financial advisors are in Rochester Hills, MI?
10 SEC-registered investment adviser representatives at firm offices in Rochester Hills, 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 Rochester Hills?
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.