Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Saline, MI
Every SEC-registered financial advisor at a firm office in Saline who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Saline; the most are at Foresight Capital Management Advisors, Inc. (3). 5 are also registered broker representatives.
CFP advisors in Saline, A to Z
Every advisor in Saline →- Patrick L. CarneyForesight Capital Management Advisors, Inc. · Certified Financial Planner
- Mark A. GrieshaberEdward Jones · Certified Financial Planner
- Jeremiah A. JohnsonWealthcare Advisory Partners LLC · Certified Financial Planner
- Christopher J. MichalakCetera Investment Advisers LLC · Certified Financial Planner
- Luke D. PanningRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- James F. Periord Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Justin T. RushRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Dillon M. SchroederForesight Capital Management Advisors, Inc. · Certified Financial Planner
- Daniel J. SmithFrancis Financial · Certified Financial Planner
- Laurie S. StegengaForesight Capital Management Advisors, Inc. · Certified Financial Planner, Personal Financial Specialist
Firms with the most CFP professionals in Saline
Foresight Capital Management Advisors, Inc. 3Raymond James Financial Services Advisors, Inc. 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Cetera Planning Partners 1Edward Jones 1Francis Financial 1Wealthcare Advisory Partners 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 Saline, MI?
10 SEC-registered investment adviser representatives at firm offices in Saline, Michigan list the CFP designation; Foresight Capital Management Advisors, Inc. 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 Saline?
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.