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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Traverse City, MI

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

35 CFP professionals work in Traverse City; the most are at Independent Wealth Management, LLC (3). 17 are also registered broker representatives.

CFP advisors in Traverse City, A to Z

Every advisor in Traverse City →

Firms with the most CFP professionals in Traverse City

Independent Wealth Management, LLC 3Old Mission Investment Company, LLC 3Raymond James & Associates, Inc. 3Wells Fargo Clearing Services, LLC 3LPL Financial LLC 2Rehmann Wealth 246 And 2 Investment Advisors, LLC 1Black Walnut Wealth Management 1Cambridge Investment Research Advisors, Inc. 1Centennial Wealth Advisory, LLC 1Cetera Investment Advisers LLC 1Charles Schwab & Co., Inc. 1Cherry Tree Wealth Management, LLC 1Commonwealth Financial Network 1Edward Jones 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 35Novi 34Plymouth 28Brighton 27Livonia 25Rochester 23Grand Blanc 22Lansing 22Saginaw 22East Lansing 19Midland 18Northville 18Marquette 17Ada 15

Questions

How many CFP financial advisors are in Traverse City, MI?

35 SEC-registered investment adviser representatives at firm offices in Traverse City, Michigan list the CFP designation; Independent Wealth Management, LLC employs the most of them (3).

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 Traverse City?

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.