Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Des Peres, MO

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

13 CFP professionals work in Des Peres; the most are at Cornerstone Wealth Management, LLC (6). 11 are also registered broker representatives.

CFP advisors in Des Peres, A to Z

Every advisor in Des Peres →

Veronica D. ColemanLPL Financial LLC · Certified Financial Planner
Patrick J. DoyleCornerstone Wealth Management, LLC · Certified Financial Planner
Nicholas R. DraganLPL Financial LLC · Certified Financial Planner
William L. Friebel Jr.LPL Financial LLC · Certified Financial Planner
James T. GentryLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
Andrew D. LohmeyerCornerstone Wealth Management, LLC · Certified Financial Planner
Patrick K. RobertGenerational Wealth Specialists · Certified Financial Planner
Mary C. SalesEdward Jones · Certified Financial Planner
Abby E. ShemeldCreative Planning · Certified Financial Planner
Eric S. SmithCornerstone Wealth Management, LLC · Certified Financial Planner
Christopher J. SwensonCornerstone Wealth Management, LLC · Certified Financial Planner
George W. Walker Jr.Cornerstone Wealth Management, LLC · Certified Financial Planner
John H. WehmerCornerstone Wealth Management, LLC · Certified Financial Planner

Firms with the most CFP professionals in Des Peres

Cornerstone Wealth Management, LLC 6 LPL Financial LLC 4 Creative Planning 1 Edward Jones 1 Generational Wealth Specialists 1

CFP advisors in other Missouri cities

All of Missouri →

St. Louis 606 Chesterfield 120 St Louis 92 Kansas City 89 Clayton 81 Saint Louis 80 Springfield 55 Columbia 30 Jefferson City 21 Creve Coeur 20 Frontenac 15 Kirkwood 15 Ofallon 15 Lee's Summit 13 Independence 12 North Kansas City 12 Lees Summit 11 Liberty 10 St Charles 10 Maryland Heights 9 O'Fallon 9 St Peters 9 Saint Charles 8 Joplin 7

Questions

How many CFP financial advisors are in Des Peres, MO?

13 SEC-registered investment adviser representatives at firm offices in Des Peres, Missouri list the CFP designation; Cornerstone Wealth Management, LLC 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 Des Peres?

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.