Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Swartz Creek, MI

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

2 CFP professionals work in Swartz Creek; the most are at Clear Creek Financial Management, LLC (1). 0 are also registered broker representatives.

CFP advisors in Swartz Creek, A to Z

Every advisor in Swartz Creek →

Donald G. FlennikenClear Creek Financial Management, LLC · Certified Financial Planner
Edward C. IrwinSecurity First Financial · Certified Financial Planner

Firms with the most CFP professionals in Swartz Creek

Clear Creek Financial Management, LLC 1 Security First Financial 1

CFP advisors in other Michigan cities

All of Michigan →

Grand Rapids 143 Troy 118 Ann Arbor 110 Southfield 96 Bloomfield Hills 62 Portage 53 Birmingham 48 Farmington Hills 47 Kalamazoo 41 Holland 36 Auburn Hills 35 Traverse City 35 Novi 34 Plymouth 28 Brighton 27 Livonia 25 Rochester 23 Grand Blanc 22 Lansing 22 Saginaw 22 East Lansing 19 Midland 18 Northville 18 Marquette 17

Questions

How many CFP financial advisors are in Swartz Creek, MI?

2 SEC-registered investment adviser representatives at firm offices in Swartz Creek, Michigan list the CFP designation; Clear Creek Financial Management, 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 Swartz Creek?

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.