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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Saint Joseph, MI

Every SEC-registered financial advisor at a firm office in Saint Joseph who lists the Certified Financial Planner designation, A to Z.

The short answer

3 CFP professionals work in Saint Joseph; the most are at Ameriprise Financial Services, LLC (1). 3 are also registered broker representatives.

CFP advisors in Saint Joseph, A to Z

Every advisor in Saint Joseph →

Firms with the most CFP professionals in Saint Joseph

Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 142Troy 124Ann Arbor 117Southfield 98Bloomfield Hills 67Portage 49Birmingham 48Farmington Hills 48Kalamazoo 40Holland 37Novi 36Traverse City 34Auburn Hills 32Plymouth 28Brighton 26Livonia 24Grand Blanc 23Rochester 22Saginaw 22East Lansing 20Lansing 18Marquette 18Northville 18Ada 17

Questions

How many CFP financial advisors are in Saint Joseph, MI?

3 SEC-registered investment adviser representatives at firm offices in Saint Joseph, Michigan list the CFP designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Joseph?

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.