Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Royal Oak, MI
Every SEC-registered financial advisor at a firm office in Royal Oak who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Royal Oak; the most are at LPL Financial LLC (2). 5 are also registered broker representatives.
CFP advisors in Royal Oak, A to Z
Every advisor in Royal Oak →- Nicholas E. DanielDaniel Investment Group Inc. · Certified Financial Planner
- David M. DellerDeller Wealth Management LLC · Certified Financial Planner
- Elizabeth A. FoleyHilltop Wealth & Tax Solutions · Certified Financial Planner
- Kasey P. GeorgeCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Steven G. GrimesRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Deanna J. HarlessBernard Wealth Management Corp. · Certified Financial Planner
- Michael D. MestdaghGwn Securities Inc. · Certified Financial Planner
- Steven D. PrivetteLPL Financial LLC · Certified Financial Planner
- Paul A. SchmidtLPL Financial LLC · Certified Financial Planner
- Ashley E. ScottPrime Capital Financial · Certified Financial Planner
- Brewster R. SmithThe Financial Planning Company · Certified Financial Planner
- Anthony R. WatsonThrive Retirement Specialists · Certified Financial Planner, Chartered Financial Analyst
Firms with the most CFP professionals in Royal Oak
LPL Financial LLC 2Bernard Wealth Management Corp. 1Cambridge Investment Research Advisors, Inc. 1Daniel Investment Group Inc. 1Deller Wealth Management LLC 1Gwn Securities Inc. 1Hilltop Wealth & Tax Solutions 1Prime Capital Financial 1Raymond James Financial Services Advisors, Inc. 1The Financial Planning Company 1Thrive Retirement Specialists 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 Royal Oak, MI?
12 SEC-registered investment adviser representatives at firm offices in Royal Oak, Michigan list the CFP designation; LPL Financial 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 Royal Oak?
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.