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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Lake Saint Louis, MO

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

The short answer

3 CFP professionals work in Lake Saint Louis; the most are at First Heartland Consultants, Inc. (1). 2 are also registered broker representatives.

CFP advisors in Lake Saint Louis, A to Z

Every advisor in Lake Saint Louis →
  • Scott M. HoffFirst Heartland Consultants, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • James M. RussellPerennial Financial Services · Certified Financial Planner
  • Hannah E. WardenburgThe Wealth Collaborative · Certified Financial Planner

Firms with the most CFP professionals in Lake Saint Louis

First Heartland Consultants, Inc. 1Perennial Financial Services 1The Wealth Collaborative 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 Lake Saint Louis, MO?

3 SEC-registered investment adviser representatives at firm offices in Lake Saint Louis, Missouri list the CFP designation; First Heartland Consultants, Inc. employs the most of them (1).

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 Lake Saint Louis?

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.