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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Southfield, MI

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

96 CFP professionals work in Southfield; the most are at Advance Capital Management Inc. (14). 59 are also registered broker representatives.

CFP advisors in Southfield, A to Z

Every advisor in Southfield →

Firms with the most CFP professionals in Southfield

Advance Capital Management Inc. 14Plante Moran Financial Advisors 14Center For Financial Planning Inc. 13Hantz Financial Services, Inc. 12Osaic Wealth, Inc. 10Focus Partners Wealth, LLC 6LPL Financial LLC 6MML Investors Services, LLC 4Corecap Advisors 3Park Avenue Securities LLC 3Captrust 2Raymond James Financial Services Advisors, Inc. 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Ele Advisory Services, Inc. 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 143Troy 118Ann Arbor 110Bloomfield 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 17Ada 15

Questions

How many CFP financial advisors are in Southfield, MI?

96 SEC-registered investment adviser representatives at firm offices in Southfield, Michigan list the CFP designation; Advance Capital Management Inc. employs the most of them (14).

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 Southfield?

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.