Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Saint Clair Shores, MI
Every SEC-registered financial advisor at a firm office in Saint Clair Shores who lists the Certified Financial Planner designation, A to Z.
2 CFP professionals work in Saint Clair Shores; the most are at Lakeshore Financial Planning Inc. (2). 0 are also registered broker representatives.
CFP advisors in Saint Clair Shores, A to Z
Every advisor in Saint Clair Shores →- Darren C. BrennanLakeshore Financial Planning Inc. · Certified Financial Planner
- Mark E. RominLakeshore Financial Planning Inc. · Certified Financial Planner
Firms with the most CFP professionals in Saint Clair Shores
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 Saint Clair Shores, MI?
2 SEC-registered investment adviser representatives at firm offices in Saint Clair Shores, Michigan list the CFP designation; Lakeshore Financial Planning Inc. 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 Saint Clair Shores?
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.