Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Plymouth, MN

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

227 CFP professionals work in Plymouth; the most are at Wealth Enhancement Advisory Services, LLC (164). 116 are also registered broker representatives.

CFP advisors in Plymouth, A to Z

Every advisor in Plymouth →
  • Jason AhlgrenWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christian M. Ahlgren-WilliamsCetera Investment Advisers LLC · Certified Financial Planner
  • Nicholas AlbuquerqueWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kristi L. AndersenOsaic Wealth, Inc. · Certified Financial Planner
  • Victoria H. ArajWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Tyler W. ArmstrongOsaic Wealth, Inc. · Certified Financial Planner
  • Gerald L. Asplund Jr.LPL Financial LLC · Certified Financial Planner
  • Shelley A. AustinWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Martha J. AwadWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Zachary BabineauWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kendra D. BarankoWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Kimberly J. BaxterWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Nicholas C. BeisselWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Larry A. BergerBerger Financial Group · Certified Financial Planner
  • Mark A. BergerBerger Financial Group · Certified Financial Planner
  • Benjamin G. BeuningCetera Investment Advisers LLC · Certified Financial Planner
  • Craig L. BingenAmeriprise Financial Services, LLC · Certified Financial Planner
  • Michael C. BishopWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kenneth BollingerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Charles E. BologninoSide-By-Side Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert B. BordenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • William H. BordersWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • James P. BortolussiVantage Point Wealth Management · Certified Financial Planner
  • April T. BortschellerBerger Financial Group · Certified Financial Planner
  • Jeremy J. BoschMML Investors Services, LLC · Certified Financial Planner
  • Nathan L. BowenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jchristopher BoydWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ian BrauerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Chloe BrielWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Scott BromanMML Investors Services, LLC · Certified Financial Planner
  • Robert BrooksWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Michelle E. BrownsteinWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Joel CallaganWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Charles B. CampbellWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Michael CaridesWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • William C. CarrWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Katy ChaseWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John M. ComerLPL Financial LLC · Certified Financial Planner
  • Rodney A. CookWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Nicholas J. CostaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Damien S. CoutureWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Sharlee L. CretorsAdvisory Solutions Group · Certified Financial Planner
  • Tracey DanisonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Joseph DaviesWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jeffrey T. DekkoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Austin DeshaneWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Matthew DorseyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ellen C. DubuqueRossi Dubuque Breckenridge, LLC · Certified Financial Planner
  • Christine A. EbertAmeriprise Financial Services, LLC · Certified Financial Planner
  • Aaron ElkinsAmeriprise Financial Services, LLC · Certified Financial Planner
  • Angela M. EricksonBerger Financial Group · Certified Financial Planner
  • Chad A. EssmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Joseph EvansWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ray D. EvansWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Mack P. FarleyKestra Advisory Services, LLC · Certified Financial Planner
  • Daniel T. FarniokAmeriprise Financial Services, LLC · Certified Financial Planner
  • Kelsey M. Fatzinger-SchnurrWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Louis FeldmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Personal Financial Specialist
  • Richard J. FeldmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Joseph P. FeldmeierMML Investors Services, LLC · Certified Financial Planner
  • Britta N. FergusonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kelly R. FischerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Michael J. FitzgeraldWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • David A. FoxWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Charles L. FrazziniGreat River Financial · Certified Financial Planner
  • Chad L. FullingtonEdward Jones · Certified Financial Planner
  • Timothy GaigalsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kevin A. GalvezWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Benjamin J. GansonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Daniel G. GenslerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Daniel G. GibsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Wendy L. GillespieAmeriprise Financial Services, LLC · Certified Financial Planner
  • Randell J. GodsellWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Emily J. GoodmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Robert GordonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John GrazianoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Stephanie M. GriesingerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Deborah GroseWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Luther J. HagenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Alison A. HallWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Max H. HanksWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Christopher J. HarrisWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ray A. HawkinsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jacob M. HeinsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jonathan HendersonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Mary K. HerringtonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Michael D. HessWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Steven T. HessWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Timothy HewittWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John R. HinzCambridge Investment Research Advisors, Inc. · Certified Financial Planner
  • Jeffrey J. HockertWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Bradly S. HoggattWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Peter C. HoglundWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Benjamin A. HolmVantage Point Wealth Management · Certified Financial Planner
  • Fang E. HuangEcho Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Dennis R. HuergoWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel P. HylandWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Christopher HylenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Theodore S. JablonskiWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kyle S. JahnkeWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Peter C. JelacicWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kimberly B. JobsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Julie M. JohnsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Colleen P. JohnsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jared A. JohnsonCerity Partners LLC · Certified Financial Planner
  • Valencia B. JonesWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Hoon KangAdvisory Solutions Group · Certified Financial Planner, Chartered Financial Consultant
  • Max H. KayajanianWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Patrick F. KellyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Nasimul KhanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Fred KingWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Michael KiviatWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jared KnowlesWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • George J. KoeltlWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Garry P. KohnWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ryan T. KompelienBerger Financial Group · Certified Financial Planner
  • Brian KuhnWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Keith K. KuzeraWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Sarah S. KylesCetera Investment Advisers LLC · Certified Financial Planner
  • Kelly LagoreWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kevin LandisWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Erika LandonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Michael D. LangerhansWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jay W. LaramyCetera Investment Advisers LLC · Certified Financial Planner
  • Michael LawrenceWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Bryan LennonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Sarah L. LephewWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Marquis L. LewisWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Chanley M. LindseyWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Joseph A. LomeoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Scott LordWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kate E. MaierWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Linda S. ManderWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John A. MarshallWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • David C. MasiasWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Alexander R. MayrandCetera Investment Advisers LLC · Certified Financial Planner
  • Merissa C. McCuenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Fraser J. McLeanWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Devone C. McLeodWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ryan T. MeadCetera Investment Advisers LLC · Certified Financial Planner
  • Brian W. MickelsonAmeriprise Financial Services, LLC · Certified Financial Planner
  • Joshua M. MoklestadGen Financial Management Inc. · Certified Financial Planner
  • Eric C. MoleskiGen Financial Management Inc. · Certified Financial Planner
  • Alexander J. MooreWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Katherine B. MullinWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ryan R. NelsonRln Wealth · Certified Financial Planner
  • Kevin M. O'BrienWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Connor O'KeefeWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Mark P. O'NeillAdvisory Solutions Group · Certified Financial Planner
  • Christian L. OkadaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Charles J. OpitzWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ryan E. PaulWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Rowland PepitoWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Aaron B. PetersenAmeriprise Financial Services, LLC · Certified Financial Planner
  • Grant E. PillerMML Investors Services, LLC · Certified Financial Planner
  • Derek J. PlattWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Justin S. PrescottCetera Investment Advisers LLC · Certified Financial Planner
  • Corey A. PurkatWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Evan M. QuinnWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Brian H. ReamerWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ashley L. ReiterGreat River Financial · Certified Financial Planner
  • Nathan A. RichterStrategic Wealth Group · Certified Financial Planner
  • Thomas K. RippbergerOsaic Wealth, Inc. · Certified Financial Planner
  • Stephanie M. RobertsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Aaron RobertsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Colin L. RoeslerWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Kyra RosenwinkelWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Tiffany G. RosettiWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Joan K. RossiRossi Dubuque Breckenridge, LLC · Certified Financial Planner
  • Nicholas A. RothWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Robert A. RyanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Amanda SachsWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Benjamin J. SchaeferWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John R. SchrickerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
  • Bryan SchumacherWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • James C. ScottWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Adam J. SeiftsWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Noah S. SemmannGen Financial Management Inc. · Certified Financial Planner
  • Richard A. ShaefferEdward Jones · Certified Financial Planner
  • Tenielle M. ShallmanWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Daniel L. SickelsmithWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Edward F. SilbertWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Bernard L. SmitWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Connor L. SmithWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Dustin J. SmithWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jill E. SmithVantage Point Wealth Management · Certified Financial Planner
  • Robert S. SmrekarBerger Financial Group · Certified Financial Planner
  • Ashlee SolarczykWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Rhett J. SorensenWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Brian K. StallcopWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Daniel T. StampfWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John SteeleWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Daniel R. StellaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert S. StewartWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Daniel P. StolfaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Trevor StrattonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Gary R. SuggWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • William R. SukupWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jonathan P. SwoffordWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kellen S. TaylorWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Andrew S. ThelanderWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Samuel L. ThompsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Nicholas A. TilliGrounded Wealth · Certified Financial Planner
  • Adam TobinWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jennifer TseWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Brendan W. TullyWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Michael R. TuriWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Alexander J. VaccarellaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Bryan L. VancuraGen Financial Management Inc. · Certified Financial Planner
  • Michael J. VelinKestra Advisory Services, LLC · Certified Financial Planner
  • Brian J. VnakWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Ezekiel WaiselWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Jack WaletichKure Advisory, LLC · Certified Financial Planner, Personal Financial Specialist
  • Kenneth B. WaltzerWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Analyst
  • Charles A. WayneMML Investors Services, LLC · Certified Financial Planner
  • Nicole A. WebbWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Adam C. WeilandWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Michael G. WeinandWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Devan WhiteWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Kenneth L. Williams Jr.Wealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Andrew P. WilsonWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • Andrew J. WixonBerger Financial Group · Certified Financial Planner
  • William B. WixonBerger Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Joshua L. WolbergGreat River Financial · Certified Financial Planner
  • Nicholas WolejszaWealth Enhancement Advisory Services, LLC · Certified Financial Planner
  • John M. WolkerstorferAmeriprise Financial Services, LLC · Certified Financial Planner
  • Angela S. ZimmermanWealth Enhancement Advisory Services, LLC · Certified Financial Planner

Firms with the most CFP professionals in Plymouth

Wealth Enhancement Advisory Services, LLC 164Ameriprise Financial Services, LLC 9Berger Financial Group 8Cetera Investment Advisers LLC 7MML Investors Services, LLC 5Gen Financial Management Inc. 4Advisory Solutions Group 3Great River Financial 3Osaic Wealth, Inc. 3Vantage Point Wealth Management 3Edward Jones 2Kestra Advisory Services, LLC 2LPL Financial LLC 2Raymond James Financial Services Advisors, Inc. 2Rossi Dubuque Breckenridge, LLC 2

CFP advisors in other Minnesota cities

All of Minnesota →

Minneapolis 250Bloomington 143Edina 134Minnetonka 109Eden Prairie 47Wayzata 45Maple Grove 38Arden Hills 36Rochester 35Woodbury 30New Brighton 27Eagan 26St. Paul 24Duluth 22St Paul 21Golden Valley 20Mankato 17Saint Paul 17St. Louis Park 17Burnsville 16St Louis Park 16Northfield 15Blaine 14Lake Elmo 14

Questions

How many CFP financial advisors are in Plymouth, MN?

227 SEC-registered investment adviser representatives at firm offices in Plymouth, Minnesota list the CFP designation; Wealth Enhancement Advisory Services, LLC employs the most of them (164).

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 Plymouth?

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.