Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbia, MO
Every SEC-registered financial advisor at a firm office in Columbia who lists the Certified Financial Planner designation, A to Z.
30 CFP professionals work in Columbia; the most are at Edward Jones (7). 17 are also registered broker representatives.
CFP advisors in Columbia, A to Z
Every advisor in Columbia →- Tyler BalesCetera Investment Advisers LLC · Certified Financial Planner
- Sabrina BasingerEdward Jones · Certified Financial Planner
- John T. BlattelProspera Financial Services, Inc. · Certified Financial Planner
- Lonnie J. BrockmeierRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Nathan J. BrownEdward Jones · Certified Financial Planner
- Graham M. BureshWilkerson Advisory Group LLC · Certified Financial Planner
- Neil A. CarrOsaic Wealth, Inc. · Certified Financial Planner
- Travis E. CookConvergence Financial · Certified Financial Planner
- Benjamin J. DierkesWilkerson Advisory Group LLC · Certified Financial Planner
- Jody L. FrankEdward Jones · Certified Financial Planner
- Danielle R. HarrisonHarrison Financial Planning · Certified Financial Planner
- Jessica M. HumbleEagle Bluffs Wealth Management LLC · Certified Financial Planner
- Paul L. KanagoConsolidated Asset Management, LLC · Certified Financial Planner
- Jason R. LawlessEdward Jones · Certified Financial Planner
- Gina N. MaullerMerrill Lynch, Pierce, Fenner & Smith Incorporated · Certified Financial Planner
- Melinda J. McCubbinTruman Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
- Richard J. ReardonStifel, Nicolaus & Company, Incorporated · Certified Financial Planner
- Lucas L. RedburnLPL Financial LLC · Certified Financial Planner
- John S. RentschlerNorthwestern Mutual Investment Services, LLC · Certified Financial Planner
- Jared W. ReynoldsNewedge Advisors · Certified Financial Planner
- Mark P. RichardsonEdward Jones · Certified Financial Planner
- Bret A. RodabaughAlexander Labrunerie & Co., Inc. · Certified Financial Planner
- John M. RueschEdward Jones · Certified Financial Planner
- Chancellor O. SpanglerCreative Planning · Certified Financial Planner
- Thomas P. SquiresWilkerson Advisory Group LLC · Certified Financial Planner
- Timothy M. SullivanClarity Financial · Certified Financial Planner
- Robert O. WeagleySundvold Financial · Certified Financial Planner
- Adam M. WheelerOsaic Wealth, Inc. · Certified Financial Planner
- Carroll W. WilkersonWilkerson Advisory Group LLC · Certified Financial Planner
- Eric R. WillmethEdward Jones · Certified Financial Planner
Firms with the most CFP professionals in Columbia
Edward Jones 7Wilkerson Advisory Group LLC 4Osaic Wealth, Inc. 2Alexander Labrunerie & Co., Inc. 1Cetera Investment Advisers LLC 1Clarity Financial 1Consolidated Asset Management, LLC 1Convergence Financial 1Creative Planning 1Eagle Bluffs Wealth Management LLC 1Harrison Financial Planning 1LPL Financial LLC 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Newedge Advisors 1Northwestern Mutual Investment Services, LLC 1
CFP advisors in other Missouri cities
All of Missouri →St. Louis 606Chesterfield 120St Louis 92Kansas City 89Clayton 81Saint Louis 80Springfield 55Jefferson City 21Creve Coeur 20Frontenac 15Kirkwood 15Ofallon 15Des Peres 13Lee's Summit 13Independence 12North Kansas City 12Lees Summit 11Liberty 10St Charles 10Maryland Heights 9O'Fallon 9St Peters 9Saint Charles 8Joplin 7
Questions
How many CFP financial advisors are in Columbia, MO?
30 SEC-registered investment adviser representatives at firm offices in Columbia, Missouri list the CFP designation; Edward Jones employs the most of them (7).
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 Columbia?
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.