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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Farmington, MO

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

3 CFP professionals work in Farmington; the most are at Lanark Financial, Inc. (2). 3 are also registered broker representatives.

CFP advisors in Farmington, A to Z

Every advisor in Farmington →
  • Susan M. EvansLanark Financial, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Lisa R. ReynoldsAmeriprise Financial Services, LLC · Certified Financial Planner
  • Lisa A. SumpterLanark Financial, Inc. · Certified Financial Planner

Firms with the most CFP professionals in Farmington

Lanark Financial, Inc. 2Ameriprise Financial Services, LLC 1

CFP advisors in other Missouri cities

All of Missouri →

St. Louis 606Chesterfield 120St Louis 92Kansas City 89Clayton 81Saint Louis 80Springfield 55Columbia 30Jefferson 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 8

Questions

How many CFP financial advisors are in Farmington, MO?

3 SEC-registered investment adviser representatives at firm offices in Farmington, Missouri list the CFP designation; Lanark Financial, Inc. employs the most of them (2).

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 Farmington?

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.