Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in South Haven, MI
Every SEC-registered financial advisor at a firm office in South Haven who lists the Certified Financial Planner designation, A to Z.
The short answer
1 CFP advisor work in South Haven; the most are at LPL Financial LLC (1). 1 are also registered broker representatives.
CFP advisors in South Haven, A to Z
Every advisor in South Haven →- Caleb C. DuckworthLPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in South Haven
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 South Haven, MI?
1 SEC-registered investment adviser representatives at firm offices in South Haven, Michigan list the CFP designation; LPL Financial 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 South Haven?
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.