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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Shleby Township, MI

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

The short answer

1 CFP advisor work in Shleby Township; the most are at Cambridge Investment Research Advisors, Inc. (1). 1 are also registered broker representatives.

CFP advisors in Shleby Township, A to Z

Every advisor in Shleby Township →
  • Sean M. ClancyCambridge Investment Research Advisors, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Shleby Township

Cambridge Investment Research Advisors, Inc. 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 Shleby Township, MI?

1 SEC-registered investment adviser representatives at firm offices in Shleby Township, Michigan list the CFP designation; Cambridge Investment Research Advisors, Inc. 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 Shleby Township?

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.