Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Saginaw, MI
Every SEC-registered financial advisor at a firm office in Saginaw who lists the Certified Financial Planner designation, A to Z.
22 CFP professionals work in Saginaw; the most are at Edward Jones (3). 19 are also registered broker representatives.
CFP advisors in Saginaw, A to Z
Every advisor in Saginaw →- David J. AbbsCwm, LLC · Certified Financial Planner
- Victor H. AvilesMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Kelly A. BaumgartnerMorgan Stanley · Certified Financial Planner
- Peter J. BenderCetera Planning Partners · Certified Financial Planner
- William S. DijakOsaic Wealth, Inc. · Certified Financial Planner
- Cammy S. DomineSpc · Certified Financial Planner
- Joshua C. FunschHantz Financial Services, Inc. · Certified Financial Planner
- Jonathan M. GardeyModern Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Emily J. GlazaHantz Financial Services, Inc. · Certified Financial Planner
- Bryan S. GraczykOsaic Wealth, Inc. · Certified Financial Planner
- Scott A. HagenbachAmeriprise Financial Services, LLC · Certified Financial Planner
- Julia E. JodoinEdward Jones · Certified Financial Planner
- Steven H. KozdronEdward Jones · Certified Financial Planner
- Mark R. Mathewson Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Annette J. McTaggartLPL Financial LLC · Certified Financial Planner
- Weston S. PowellHantz Financial Services, Inc. · Certified Financial Planner
- Scott ReedEdward Jones · Certified Financial Planner
- Melissa A. SeamonModern Wealth Management, LLC · Certified Financial Planner
- Joseph L. ShaverAmeriprise Financial Services, LLC · Certified Financial Planner
- Zachary J. StedryLPL Financial LLC · Certified Financial Planner
- Zachary P. TurnerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Carly J. WielandCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most CFP professionals in Saginaw
Edward Jones 3Hantz Financial Services, Inc. 3Ameriprise Financial Services, LLC 2Cwm, LLC 2LPL Financial LLC 2Merrill Lynch, Pierce, Fenner & Smith Incorporated 2Modern Wealth Management, LLC 2Osaic Wealth, Inc. 2Cetera Planning Partners 1Morgan Stanley 1Raymond James Financial Services Advisors, Inc. 1Spc 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 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15
Questions
How many CFP financial advisors are in Saginaw, MI?
22 SEC-registered investment adviser representatives at firm offices in Saginaw, Michigan list the CFP designation; Edward Jones 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 Saginaw?
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.