Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Sterling Heights, MI
Every SEC-registered financial advisor at a firm office in Sterling Heights who lists the Certified Financial Planner designation, A to Z.
12 CFP professionals work in Sterling Heights; the most are at Osaic Wealth, Inc. (6). 10 are also registered broker representatives.
CFP advisors in Sterling Heights, A to Z
Every advisor in Sterling Heights →- Christopher L. BalcerowiakThe Fiduciary Alliance · Certified Financial Planner
- Donald M. DenstaedtOsaic Wealth, Inc. · Certified Financial Planner
- Mark T. DrouillardOsaic Wealth, Inc. · Certified Financial Planner
- Kimberly J. EndersCetera Investment Advisers LLC · Certified Financial Planner
- Reno J. FrazzittaSmart Money Financial Advisors, LLC · Certified Financial Planner
- Erin L. GunnellOsaic Wealth, Inc. · Certified Financial Planner
- Jeffrey R. HoenleOsaic Wealth, Inc. · Certified Financial Planner
- Daniel A. LadzinskiSummit Financial Working With People You Trust · Certified Financial Planner
- Jeffrey A. Manzella30,000 Ft Wealth Management · Certified Financial Planner
- Nicholas J. ShaheenCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Jonathan E. StanoLPL Financial LLC · Certified Financial Planner
- Mark T. WiseOsaic Wealth, Inc. · Certified Financial Planner
Firms with the most CFP professionals in Sterling Heights
Osaic Wealth, Inc. 630,000 Ft Wealth Management 1Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1LPL Financial LLC 1Smart Money Financial Advisors, LLC 1Summit Financial Working With People You Trust 1The Fiduciary Alliance 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 Sterling Heights, MI?
12 SEC-registered investment adviser representatives at firm offices in Sterling Heights, Michigan list the CFP designation; Osaic Wealth, Inc. employs the most of them (6).
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 Sterling Heights?
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.